TOP 30 Financial planning for long term goals in Oswego, New York

19 results found

Allstate Personal Financial Representative: Dennis Murphy is a finance and insurance agency located at 27 Gregory Street in Oswego, New York, United States. Dennis Murphy is a trusted representative who helps individuals and families with their financial planning and insurance needs. With a focus on personalized service and attention to detail, Dennis Murphy provides expert guidance to help clients secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Dennis Murphy is dedicated to helping you achieve your financial goals. Contact him today to schedule a consultation and start building a secure financial foundation.

Allstate Personal Financial Representative: Gregory Knight is a finance and insurance agency located at 27 Gregory Street in Oswego, New York, United States. With years of experience in the industry, Gregory Knight offers personalized financial planning and insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Gregory Knight is dedicated to providing top-notch service and expertise to meet your individual needs. Contact us today to schedule a consultation and start securing your financial future.

Harmony Financial Services, located at 35 East 1st Street in Oswego, New York, is a finance institution led by Robert Rolfe, a dedicated Financial Advisor. Their mission is to help clients achieve long-term financial success through personalized programs that focus on growing, protecting, and conserving wealth. Before recommending any financial products or courses of action, Harmony Financial Services takes the time to fully understand each client's goals and objectives. They believe that asset allocation based on individual attributes, circumstances, and risk tolerance is the key to successful investing.

Stout Financial Network LLC is a reputable finance institution located at 7824 New York 104 in Oswego, New York, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and strategic financial planning, Stout Financial Network LLC is a trusted partner for individuals and businesses seeking expert financial advice and guidance.

Financial Quest is a leading finance institution located at 35 Oswego Street in Baldwinsville, New York. Our team of experts is dedicated to helping individuals and businesses navigate the complex world of finance. From investment management to retirement planning, we offer a wide range of services tailored to meet our clients' unique needs. With a commitment to excellence and a focus on customer satisfaction, Financial Quest is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: Stephen K Wise is a reputable financial institution located at 106 West 2nd Street in Oswego, New York, United States. As a trusted finance advisor, Stephen K Wise provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones - Financial Advisor: Stephen K Wise offers expert guidance and support to individuals and families looking to secure their financial future. Visit their office today to learn more about their services and start planning for a brighter financial tomorrow.

Edward Jones - Financial Advisor: Stan Cerlanek is a trusted financial institution located at 106 West 2nd Street in Oswego, New York. As a dedicated finance professional, Stan Cerlanek provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and exceptional customer service, Edward Jones - Financial Advisor: Stan Cerlanek is the go-to destination for individuals looking to secure their financial future.

Marc Franco - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7672 Oswego Road, New York, United States. Marc Franco holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With expertise in asset management, investment strategies, retirement planning, estate planning, and more, Marc Franco provides comprehensive financial services to individuals and businesses. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Marc Franco is dedicated to providing personalized solutions to help you achieve your financial goals.

James Frash is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. James holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. James is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge, James Frash is committed to helping clients achieve their financial goals.

Daniel Figueiredo is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States. As a finance institution, we prioritize what is most important to you, whether it be retirement planning, education savings, or other financial goals. We provide personalized investment recommendations based on your individual goals and risk tolerance, and we regularly review and update your portfolio as needed. You can easily access your investments and track your progress towards your goals from any device. If you have questions or would like to schedule a complimentary initial consultation, please get in touch. Daniel Figueiredo may only conduct securities business with residents of certain states, so please refer to FINRA's BrokerCheck website for more information. We strive to help you achieve your financial goals and appreciate any referrals to friends or family members who may benefit from our services. Thank you for considering Ameriprise Financial Services, LLC for your financial needs.

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.

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.

Nationwide Insurance: Thomas J. Desain is an insurance agency located at 8398 Oswego Road in Liverpool, New York, United States. They offer a variety of insurance coverage options, including auto, home, commercial, life, and more. Their goal is to provide affordable and customized coverage tailored to your specific needs. With a focus on customer service and support, they strive to exceed expectations and ensure that your financial security is always protected. Whether you're looking for auto insurance, life insurance, or business insurance, the knowledgeable agents at Thomas J. Desain are here to help. Contact them at (315) 622-1600 or visit their office to learn more about the insurance solutions they offer.

Wealth Enhancement Group is a leading finance institution located at 106 West Utica Street in Oswego, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Visit us today to learn more about how Wealth Enhancement Group can help you secure your financial future.

York Wealth Management, located at 7421 Oswego Road in New York, United States, is a finance institution offering a range of services including financial planning, portfolio management, insurance, and estate planning. Led by financial advisor Ryan W York, the team at York Wealth Management is dedicated to helping clients achieve their financial goals. During a consultation with York Wealth Management, clients can expect a thorough discussion about their current financial situation and goals. The institution values transparency and will analyze information such as net worth, bank accounts, retirement plans, insurance policies, and more to develop a customized plan for each client.

Rich Hummel - Thrivent is a financial institution located at 7897 Oswego Road in New York, United States. Specializing in financial planning and investment services, our team is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships and providing personalized solutions, we strive to empower our clients to make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Rich Hummel - Thrivent is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a more secure financial future.

Stout Asset Management LLC is a finance institution located at 7824 New York 104, Oswego, New York, United States. Specializing in wealth management and investment services, Stout Asset Management LLC offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert advice and guidance to help clients navigate the complexities of the financial markets. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Stout Asset Management LLC is dedicated to helping you make informed decisions and secure your financial future.

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.