The 30 Best Financial planning for employees in Oswego, New York

Kurt Ferris - Prudential Financial is a reputable finance and insurance agency located at 154 West Bridge Street in Oswego, New York, United States. With a strong focus on providing top-notch financial planning and insurance services, our experienced team is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Kurt Ferris - Prudential Financial is here to guide you every step of the way. Trust us to help you achieve your financial goals and protect what matters most to you.

Quest Financial Services is a reputable finance institution located at 7421 Oswego Road in New York, United States. Our team of financial experts is dedicated to providing personalized and comprehensive financial solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, our experienced professionals are here to guide you every step of the way. At Quest Financial Services, we prioritize transparency, integrity, and client satisfaction, making us a trusted partner in your financial journey.

Welcome to John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management located conveniently at 7672 Oswego Road, New York 13090, United States. At our firm, we understand that each client's financial journey is unique, and we are committed to providing personalized financial advice to help you achieve your goals. Our team is equipped with a wide array of certifications and expertise to address diverse financial needs. With the Accredited Asset Management Specialist (AAMS™) certification, we adhere to a code of ethics and apply investment concepts to real-world asset management scenarios, covering topics such as asset allocation, investment strategies, and estate planning. Additionally, our Accredited Domestic Partnership Advisor (ADPA™) designation ensures we are well-versed in wealth transfers, federal taxation, and planning for domestic partners.

Welcome to James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of personal finance. Located at 7672 Oswego Road, New York 13090, our firm is dedicated to providing comprehensive financial planning and advisory services tailored to meet the unique needs of each client. At James Frash, we pride ourselves on our extensive knowledge and expertise in the financial industry, underscored by a suite of prestigious certifications and designations. Our commitment to excellence is reflected in the diverse range of qualifications held by our team, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, each representing a high standard of proficiency in various aspects of wealth management, estate planning, investment strategies, and fiduciary practices.

OVIA Insurance Agencies is a trusted insurance agency located at 166 West 1st Street in Oswego, New York, United States. Our experienced industry professionals are dedicated to helping you find the right insurance coverage for your needs. We believe in going above and beyond to exceed your expectations and provide personalized service. We offer a variety of business insurance, personal insurance, and employee benefits solutions to protect what matters most to you. Our agency works with several top-rated insurance carriers to give you flexibility in choosing the best coverage for your protection.

The Insurance Place Agency is a leading insurance agency located at 184 South 3rd Street in Fulton, New York. Our dedicated team of professionals is committed to helping you find the best insurance solutions to meet your changing lifestyle needs. Whether you are looking for auto, home, life, or business insurance, we have you covered. In addition to our main location in Fulton, we also have a branch office conveniently located in the Hillside Commons at 11 Fourth Ave, Suite H in Oswego, NY. You can reach us at 315.343.6343 for all your insurance needs. Let us help you protect what matters most to you.

Huntington Insurance Agency, located at 6 Southgate Road in Baldwinsville, New York, is a third-generation agency known as FitzGibbons Agency LLC. Specializing in personal insurance, business insurance, and employee benefits solutions, this agency is dedicated to serving the community with a wide range of options from various insurance companies. With offices in Oswego and Baldwinsville, they offer expertise and access to a network of carriers to help clients understand their insurance needs and save money. At FitzGibbons Agency LLC, they understand the importance of protecting what matters most. They offer coverage for homeowners, personal property, additional living expenses, valuable possessions, liability, and more. From ensuring your home is adequately insured for replacement costs to protecting your assets with umbrella liability coverage, they provide comprehensive solutions to safeguard against unexpected events.

Andrew C Thomas - Aflac Insurance Agent is a trusted insurance agency located at 7854 Oswego Road in New York, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life’s unexpected events. From accidents to serious health diagnoses, Aflac pays cash benefits to help ease financial burdens. Our coverage includes assistance with deductibles, co-pays, hospital stays, dental care, vision care, and more. We also offer options for employee benefits and opportunities to become an Aflac insurance agent. With Aflac, you can have peace of mind knowing that you and your loved ones are financially protected. Contact us today to learn more about our services.

Fraser and Associates is a reputable finance and insurance agency located at 157 East 1st Street in Oswego, New York, United States. With a team of experienced professionals, we provide a wide range of financial services and insurance products to meet the needs of our clients. Our personalized approach and commitment to excellence make us a trusted partner for individuals and businesses seeking financial security and peace of mind. Visit us today to learn more about how we can help you achieve your financial goals.

Sharon Charles - Thrivent is a reputable finance institution located at 7897 Oswego Road in New York, United States. With a strong commitment to helping individuals and families achieve their financial goals, Sharon Charles - Thrivent offers a wide range of financial services including investment management, retirement planning, and insurance solutions. The experienced team at Sharon Charles - Thrivent is dedicated to providing personalized advice and guidance to each client, ensuring they make informed decisions that align with their long-term objectives. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Sharon Charles - Thrivent is here to help you every step of the way.

Welcome to Record Nations, your trusted partner for document scanning and management services located at 7570 Oswego Road, Liverpool, New York 13090, United States. We specialize in transforming the way businesses and individuals manage their documents, offering cutting-edge solutions that streamline operations and enhance security. At Record Nations, we understand the power of digital transformation. Our document scanning services convert your paper documents into organized, easily accessible digital files, eliminating the need for cumbersome manual searches and excessive printing. This transition not only improves efficiency but also promotes collaboration, especially for teams with remote members.

Welcome to CNY ATM & Amusements, your premier destination for financial services and entertainment in Fulton, New York! Conveniently located at 111 Olde Maple Avenue, we offer a unique blend of ATM services and exciting amusement options, making us a one-stop solution for both your financial and entertainment needs. Are you planning an unforgettable event? Look no further than our Extreme Game Truck! Perfect for parties, corporate events, or any special occasion, our state-of-the-art mobile gaming trailer brings the ultimate gaming experience right to your doorstep. With the latest gaming technology and a professionally designed interior, your guests will enjoy an epic gaming adventure without any of the hassle or cleanup.