TOP 30 Financial planning professionals in Cortland, New York

34 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 Schneider Financial LLC, your trusted partner in financial success, conveniently located at 17 Main Street, Cortland, New York 13045. We are a dedicated finance firm committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, we offer a comprehensive range of services including financial planning, investment management, tax preparation, and retirement planning. At Schneider Financial LLC, we pride ourselves on providing personalized solutions tailored to meet your unique needs. Our client-centric approach ensures that we understand your financial objectives and work diligently to help you navigate the complexities of the financial world. Whether you're planning for the future, managing your wealth, or seeking guidance on tax strategies, we are here to provide expert advice and support every step of the way.

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 Paul Sypher - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 23 Main Street in the heart of Cortland, New York, we are dedicated to providing personalized financial strategies and comprehensive insurance solutions tailored to meet your unique needs. At Paul Sypher - Prudential Financial, we understand that financial planning and insurance decisions are crucial steps toward securing your and your family's future. Our team of experienced professionals is committed to delivering exceptional service and expert guidance, ensuring you have the confidence and peace of mind to achieve your financial goals.

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 Financial Friends, your trusted partner in health and wellness, conveniently located at 80 Clinton Avenue, Cortland, New York. At Financial Friends, we believe that true well-being encompasses both physical health and financial peace of mind. Our unique approach integrates personalized health services with financial guidance, empowering you to achieve a balanced and fulfilling life. Our dedicated team of health professionals and financial consultants work collaboratively to provide customized solutions tailored to your individual needs. Whether you're seeking nutritional advice, stress management techniques, or financial planning assistance, we are here to support you every step of the way.

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 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.

Sean Davern - State Farm Insurance Agent is a reputable institution located at 2121 East Main Street in Rochester, New York, United States. As a health insurance agency, they offer personalized quotes for individuals seeking insurance coverage. With a team of experienced professionals, Sean Davern State Farm is dedicated to providing the Rochester community with reliable coverage for auto insurance, homeowners insurance, renters insurance, life insurance, and more. Sean Davern, a lifelong resident of Rochester and graduate of SUNY Cortland, has over 5 years of experience in the insurance industry. His office has been serving the community since 1970, offering expert guidance and support to ensure customers are properly covered. The team at Sean Davern State Farm is committed to helping customers prepare for life's unexpected events, offering a range of insurance and financial services.

Stewart Gubenko is a reputable accounting and finance institution located at 380 West Cortland Avenue in Oceanside, New York, United States. With a team of experienced professionals, Stewart Gubenko offers a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, the institution is dedicated to helping clients achieve their financial goals. Trust Stewart Gubenko for all your accounting and finance needs.

UpSkill Wealth Management is a premier finance and insurance agency located at 1 N Main St, Suite 301, Cortland, NY 13045, United States. Our mission is to empower individuals and businesses to achieve their financial goals through expert advice and tailored solutions. At UpSkill Wealth Management, we offer a comprehensive range of services including financial planning, investment management, retirement strategies, and insurance solutions. Our team of experienced professionals is dedicated to providing personalized service and strategic guidance to help you navigate the complexities of the financial world. Whether you are planning for retirement, seeking to grow your investments, or need insurance coverage, UpSkill Wealth Management is your trusted partner in financial success. Visit us today to discover how we can help you secure a prosperous future.

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 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 Tompkins Community Bank, your trusted financial partner located at 36 Main Street, Cortland, New York. As a cornerstone of the community, we are dedicated to providing exceptional banking and financial services tailored to meet the unique needs of individuals, families, and businesses in Cortland and the surrounding areas. Our team of experienced professionals is committed to delivering personalized solutions, whether you are looking to open a new account, secure a loan, or plan for your financial future. At Tompkins Community Bank, we pride ourselves on fostering strong relationships with our clients, built on trust, integrity, and a deep understanding of your financial goals. Visit us today and experience the difference of community-focused banking.

Welcome to Alliance Bank, your trusted financial partner in Cortland, New York. Conveniently located in the heart of Cortland at 13045, our bank is dedicated to providing exceptional banking services to meet the needs of our community. At Alliance Bank, we pride ourselves on offering a comprehensive range of financial solutions, including personal and business banking, loans, mortgages, and investment services. Our team of experienced professionals is committed to delivering personalized service and expert financial advice to help you achieve your financial goals. Whether you're opening your first savings account, planning for retirement, or managing your business finances, Alliance Bank is here to support you every step of the way. Visit us today and experience the difference of a local bank that truly cares about your financial well-being.

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 McNeil & Co Inc, your trusted partner in specialized insurance and risk management, located at 67 Main Street, Cortland, New York. As a premier insurance agency, we pride ourselves on offering bespoke insurance solutions tailored to meet the unique needs of various industries. Our services are developed and managed by real industry experts who have firsthand experience in the sectors we serve, ensuring that we truly understand the challenges you face. At McNeil & Co Inc, we stand by our motto, “We are who we insure.” This means that every insurance program we offer is led by professionals who have worked directly within the industries they now support. Our commitment to our clients is unwavering, as we work closely with you to identify and mitigate potential risks to your business. As part of this commitment, we provide free access to our E-Learning platform and other no-cost services, empowering you with the knowledge and tools needed to safeguard your operations.

Welcome to McNeil & Co Inc., your trusted partner in health insurance solutions, located at 20 Church Street, Cortland, New York. As a leading insurance agency, we are committed to providing comprehensive and personalized health insurance plans tailored to meet the unique needs of individuals, families, and businesses in our community. Our experienced team of professionals is dedicated to offering expert guidance and exceptional customer service, ensuring that you have the right coverage for peace of mind. Whether you're looking for individual health plans, family coverage, or employee benefits, McNeil & Co Inc. is here to help you navigate the complex world of health insurance with confidence and ease. Visit us today to discover how we can support your health insurance needs.

Welcome to KeyBank, your trusted financial partner located at 33 Main Street, Cortland, New York. As a leading banking institution in the community, we are committed to providing exceptional financial services tailored to meet your unique needs. Whether you're looking to open a checking or savings account, apply for a mortgage, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. At KeyBank, we prioritize customer satisfaction and financial well-being, offering personalized solutions and innovative products designed to help you achieve your financial goals. Visit us today and experience the difference of a bank that truly cares about your future.

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 Grago Accounting Service, your trusted partner in accounting and finance located in the heart of Cortland, New York. Situated at 2451 East River Road, our firm is dedicated to providing personalized and professional financial solutions to meet the diverse needs of our clients. Whether you're a small business owner, an individual, or a corporation, we offer a comprehensive range of services including bookkeeping, tax preparation, financial planning, and advisory services. At Grago Accounting Service, we pride ourselves on our commitment to excellence and integrity. Our team of experienced and knowledgeable accountants is here to help you navigate the complexities of the financial world, ensuring your financial health and success. We take the time to understand your unique situation and tailor our services to fit your specific needs.

Welcome to Port, Kashdin & McSherry Certified Public Accountants, your trusted partner in accounting and finance located at 3535 West Road, Cortland, New York. With a commitment to excellence and personalized service, we specialize in providing comprehensive financial solutions for individuals, small businesses, and corporations. Our team of experienced CPAs is dedicated to helping you navigate the complexities of tax planning, bookkeeping, auditing, and financial consulting. Whether you're seeking strategic advice for business growth or need assistance with personal financial planning, we tailor our services to meet your unique needs. At Port, Kashdin & McSherry, we prioritize building long-lasting relationships with our clients, ensuring transparency, integrity, and professionalism in every interaction. Contact us today to discover how we can support your financial journey with precision and care.

Welcome to McSherry Matthew CPA, your trusted partner in accounting and financial services located in the heart of Cortland, New York. Situated at 111 West Road, our firm is dedicated to providing personalized and comprehensive financial solutions to individuals and businesses in the community. At McSherry Matthew CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why we offer a wide range of services tailored to meet your unique needs, including tax preparation and planning, bookkeeping, financial consulting, and more. Our team of experienced professionals is committed to delivering accurate, timely, and reliable services to help you achieve your financial goals.

Welcome to H&R Block, your trusted partner for comprehensive accounting and financial services located at 1114 New York 222 in Cortland, New York. At H&R Block, we are dedicated to helping individuals and businesses navigate the complexities of taxes and financial planning with ease and confidence. Our team of experienced professionals is committed to providing personalized solutions tailored to meet your unique financial needs. Whether you're looking for assistance with tax preparation, bookkeeping, or financial advice, we offer a wide range of services designed to ensure your financial success. Our experts stay up-to-date with the latest tax laws and regulations to provide accurate and efficient service, giving you peace of mind throughout the year.

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 Winters Amy, a CPA, your trusted partner in accounting and finance, located conveniently at 19 Church Street, Cortland, New York. With a commitment to excellence and a personalized approach, we provide a comprehensive range of financial services tailored to meet the unique needs of individuals and businesses in our community. At Winters Amy, a CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why our experienced team is dedicated to offering expert guidance and support every step of the way. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are here to help you achieve your financial goals with confidence.