TOP 30 Financial planning expertise in Cortland, New York

17 results found

Welcome to Edward Jones - Financial Advisor: Adam Bruculere, CFP®, your trusted partner in Cortland, New York, for all your financial planning needs. Conveniently located at 3658 The Park, we specialize in providing personalized financial advice and strategies to help you achieve your financial goals. At Edward Jones, we are committed to safeguarding your personal information. To learn more about how we collect, use, and protect your data, please visit our Privacy and Security page. Our comprehensive approach ensures that the information we gather is utilized to deliver tailored services, relevant content, and exclusive offers, enhancing your digital experience with us.

Welcome to Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We are dedicated to providing personalized financial services to help you achieve your financial goals with confidence. As a trusted advisor, Kimberly H Cawley brings a wealth of knowledge and expertise, supported by numerous prestigious certifications that underscore a commitment to excellence in financial planning. Kimberly holds the AAMS™ certification, which ensures adherence to a code of ethics and a comprehensive understanding of asset management tailored to individual needs. With a focus on real-world applications, Kimberly is qualified to guide you through asset allocation, investment strategies, estate planning, and more.

Welcome to Finger Lakes Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 23 Main Street in the heart of Cortland, New York, we are dedicated to serving the financial needs of our community with expertise and integrity. At Finger Lakes Financial Group, we offer a comprehensive range of financial services tailored to meet the unique needs of individuals, families, and businesses. Our team of experienced professionals is committed to providing personalized financial strategies, whether you're planning for retirement, managing investments, or seeking advice on insurance and tax planning. We pride ourselves on our client-focused approach, ensuring that each client receives the attention and customized solutions they deserve. Visit us today to discover how we can help you achieve your financial goals with confidence and peace of mind. Finger Lakes Financial Group – where your financial success is our priority.

Welcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.

Welcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.

Welcome to Cortland Bookkeeping & Tax Services, your trusted partner in accounting and finance located at 17-29 Main Street, Cortland, New York. We are dedicated to helping our clients navigate the complexities of financial management, ensuring compliance with reporting responsibilities, and planning for future success. Our services are designed to free you from the intricacies of bookkeeping and payroll, allowing you to focus on what truly matters—running your business and serving your customers. With our expertise, you can avoid payroll filing issues and manage day-to-day processing effortlessly by outsourcing your complex payroll tasks to us. We go beyond the numbers, providing deep analysis and strategic guidance that empowers you to make informed, smart business decisions. Whether you're balancing business success with personal time or planning for future business succession, we offer insights and solutions tailored to your specific needs.

Welcome to Kristen Berry Physical Therapy, where your path to recovery and optimal health begins. Conveniently located at 400 West Main Street, Babylon, New York, our practice is dedicated to providing exceptional care in the field of health and physiotherapy. With a team of highly qualified and passionate therapists, we specialize in outpatient orthopedics and sports medicine, offering personalized treatment plans to help restore your mobility and improve your quality of life. Our lead therapist, Dr. Kristen Berry, is a seasoned professional with a Doctorate of Physical Therapy from Stony Brook University. With over 13 years of experience in outpatient orthopedics and extensive expertise in pediatrics, Kristen is committed to delivering top-notch care through continuous education and advanced techniques, such as Kinesiotaping and the Graston Technique.

Welcome to Grady BK, PLLC, your trusted partner in navigating the complexities of bankruptcy law. Located at 1 North Main Street, Cortland, New York, we specialize in providing compassionate and knowledgeable legal assistance to individuals facing financial challenges. The aftermath of the pandemic has brought unforeseen financial burdens to many, and if you're considering bankruptcy, know that you're not alone. Our dedicated attorney, Jessica Grady, is here to offer more than just legal advice; she provides understanding, support, and a clear path to a brighter financial future. At Grady BK, PLLC, we believe in making the bankruptcy filing process as straightforward and stress-free as possible. Whether you're contemplating Chapter 7 or Chapter 13 bankruptcy, our role is to demystify the process, ensuring you fully understand your options and feel confident in your decisions. We proudly serve clients throughout Central New York, including Utica and Oswego, with a commitment to delivering personalized and compassionate legal services.

Welcome to Bailey Place Insurance Located at 78 North Street in the heart of Dryden, New York, Bailey Place Insurance is your trusted, local insurance agency committed to serving the unique needs of our community. Independently owned and operated, we specialize in providing affordable and reliable insurance solutions across New York, with a strong focus on Cortland and Tompkins Counties.

Welcome to Amy L Gutchess, your trusted partner in accounting and finance located in the heart of Cortland, New York. Situated at 85 Gulf Hill Road, we are dedicated to providing personalized and comprehensive financial services tailored to meet the unique needs of each client. With a commitment to excellence, we offer a range of services including bookkeeping, tax preparation, financial planning, and consulting. Our experienced team is here to guide you through the complexities of financial management, ensuring your peace of mind and financial success. Whether you're an individual, a small business, or a larger corporation, Amy L Gutchess is here to support your financial journey with professionalism and integrity. Visit us today to discover how we can help you achieve your financial goals.

Welcome to Wall Street On Court Street: James Nunciato, your trusted partner in financial services located in the heart of Cortland, New York. Situated at 26 Court Street, our firm is dedicated to providing exceptional financial guidance and solutions tailored to meet your unique needs. With a deep understanding of the complexities of the financial world, James Nunciato and his team offer a comprehensive range of services designed to help you achieve your financial goals. Whether you're planning for retirement, investing in your future, or seeking financial advice for your business, we are here to guide you every step of the way.

Welcome to Bailey Place Insurance, your trusted local insurance agency located at 2 North Main Street, Cortland, New York. As an independently owned and locally operated business, we are dedicated to meeting the insurance needs of individuals, families, and businesses throughout Cortland and Tompkins Counties, as well as across New York State. At Bailey Place Insurance, we pride ourselves on offering personalized and affordable insurance solutions that are tailored to fit your unique needs. Whether you are looking for auto, homeowner, or business insurance, our experienced team is here to guide you every step of the way. We work closely with a wide range of reputable insurance companies to ensure you receive the best coverage options available.

Welcome to Farmers Insurance - Ed Greenblatt, your trusted local insurance agency located at 11 North Main Street, Suite #4, Homer, New York 13077. Proudly serving the communities of Ithaca, Cortland, Homer, Syracuse, and the surrounding areas, we are committed to providing personalized insurance solutions to protect the things that matter most to you. At the Ed Greenblatt Agency, we believe in establishing genuine connections with our clients. Our mission is to understand your unique needs and craft custom insurance solutions that safeguard your assets and provide peace of mind. With over 31 years of experience in the insurance industry, Ed Greenblatt and his team offer expert guidance on a wide range of insurance products, including auto, home, commercial, marine, RV, and more. We also specialize in long-term care, disability, Medicare options, annuities, and life insurance.

Welcome to Bailey Place Insurance, your trusted partner for comprehensive insurance solutions in Syracuse, New York, and beyond. Conveniently located at 528 Plum Street, we are an independently owned and locally operated insurance agency dedicated to serving the unique needs of our community. With a strong focus on Cortland and Tompkins Counties, we proudly offer affordable and reliable insurance options across New York State. At Bailey Place Insurance, we understand that every client is unique. Our experienced team works diligently to tailor personalized insurance coverage that fits your specific needs and budget. Whether you're seeking auto, homeowner, or business insurance, we have the expertise to guide you in making informed decisions.

Welcome to Equus Advisors / Accounting & Tax Professionals, your trusted partner in accounting and finance, located at 17 Main Street, Cortland, New York. We are committed to helping you understand your business, meet compliance reporting responsibilities, and plan for a prosperous future. Our comprehensive services are designed to streamline your financial tasks, allowing you to focus on what truly matters—running your business. Explore our online apps to seamlessly conduct business with us and watch our short video tutorials to learn how to upload tax documents and access your tax returns via Onvio. Say goodbye to payroll filing issues by entrusting us with complex payroll management, and let us handle your bookkeeping so you can concentrate on delivering quality service to your clients.

Welcome to Peter Vanderwoude CPA, your trusted partner in accounting and finance solutions located at 17-29 Main Street, Cortland, New York. With a commitment to excellence and personalized service, we offer a comprehensive range of accounting services tailored to meet the unique needs of individuals and businesses in our community. At Peter Vanderwoude CPA, we understand the complexities of financial management and strive to simplify the process for our clients. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, our team of experienced professionals is here to provide expert guidance and support.

Welcome to Wendcentral Partners, your trusted partner in accounting and finance located in the heart of Cortland, New York. Situated at 27 Central Avenue, we are committed to providing exceptional financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of accounting, tax preparation, financial planning, and more. At Wendcentral Partners, we pride ourselves on delivering personalized solutions with the highest standards of integrity and accuracy. Whether you are looking to manage personal finances or optimize your business operations, our expertise and attention to detail ensure that you are in capable hands. Visit us today and discover how Wendcentral Partners can help you achieve your financial goals.