TOP 30 Financial planning professionals in Herkimer, New York

15 results found

Welcome to MVHS Medical Group - Herkimer Medical Office At MVHS Medical Group - Herkimer Medical Office, located at 201 East State Street, Herkimer, New York, we are committed to providing exceptional healthcare services to our community. As a proud part of the Mohawk Valley Health System, we offer comprehensive medical care that is centered around our core values of Integrity, Compassion, Accountability, Respect, and Excellence.

Welcome to Allstate Personal Financial Representative: Leslie Shepardson, your trusted partner in navigating the complexities of finance and insurance. Conveniently located at 21 Herkimer Road in Utica, New York, our agency is dedicated to providing personalized financial solutions tailored to meet your unique needs. With a commitment to excellence and a client-first approach, Leslie Shepardson and the team offer a comprehensive range of services, including financial planning, investment advice, and a variety of insurance options to protect what matters most to you. Whether you're looking to secure your future, safeguard your assets, or plan for life's unexpected events, we are here to guide you every step of the way. Visit us today and experience the peace of mind that comes from working with knowledgeable professionals who care about your financial well-being.

Welcome to Herkimer Town Bookkeeper, your trusted local government office dedicated to serving the financial and administrative needs of the Herkimer community. Conveniently located at 114 North Prospect Street, Herkimer, New York 13350, our office is committed to ensuring transparency, accuracy, and efficiency in all financial matters concerning the town. Our experienced team provides a range of services, including budget management, financial reporting, and record keeping, to support the smooth operation of local government activities. We pride ourselves on our professionalism and dedication to maintaining the financial integrity of Herkimer. Whether you are a resident seeking information or a local business in need of assistance, Herkimer Town Bookkeeper is here to help. Visit us today and experience our commitment to excellence in public service.

Day & Read Insurance Services is a reputable health insurance agency located at 500 East State Street in Herkimer, New York. With a commitment to providing top-notch service and comprehensive coverage options, we strive to meet the unique needs of our clients. Our knowledgeable agents are dedicated to helping individuals and families find the right health insurance plan that fits their budget and lifestyle. Whether you are looking for coverage for yourself, your family, or your business, Day & Read Insurance Services is here to help you navigate the complex world of health insurance. Contact us today to learn more about our services and how we can assist you in securing the coverage you need.

Welcome to Community Health & Behavioral Services Located at 1002 Oswego Street, Utica, New York, Community Health & Behavioral Services is dedicated to providing comprehensive behavioral health support to individuals of all ages. Our mission is to enhance the health and well-being of our community through accessible, coordinated care and personalized support services.

Welcome to At Home Care Partners, your trusted Licensed Home Care Agency located at 189 Main Street, Oneonta, New York. We proudly serve Herkimer, Delaware, Otsego, Chenango, and Schoharie Counties with a dedicated team of Home Health Aides, Personal Care Aides, and Nurses. Our compassionate and skilled professionals are committed to assisting you or your loved ones with daily living activities, ensuring the highest quality care in the comfort of your own home. At Home Care Partners accepts Medicaid, Private Pay, and all payer sources, offering support with Medicaid planning to ease the financial process. Our mission is to deliver exceptional home health care services with genuine care and compassion, prioritizing the well-being of our patients.

Welcome to Lewandrowski Lorraine, your trusted legal partner located in the heart of Herkimer, New York. Situated at 420 East German Street, we are proud to serve our community with professional legal services tailored to meet your unique needs. As a dedicated and experienced lawyer, Lewandrowski Lorraine is committed to providing personalized attention and expert guidance to help you navigate the complexities of the legal system. Whether you're dealing with family law, estate planning, or any other legal matter, we are here to offer compassionate support and effective solutions. Visit us today and discover how we can assist you with your legal challenges. Your peace of mind is our priority.

Welcome to Harris-Courage, PLLC, your trusted partner in navigating the complex world of finance and law. Conveniently located at 219 North Prospect Street in the heart of Herkimer, New York, our firm is dedicated to providing exceptional legal and financial services tailored to meet your unique needs. At Harris-Courage, PLLC, we understand that financial and legal matters can often be daunting and intricate. Our team of experienced attorneys and financial experts is committed to guiding you through each step with professionalism, integrity, and personalized attention. Whether you require assistance with estate planning, tax law, business formation, or any other financial legal service, we are here to ensure your interests are protected and your goals are achieved.

Welcome to H&R Block, your trusted partner in accounting and financial services located at 500 East State Street, Herkimer, New York. Our dedicated team of experienced professionals is committed to providing personalized solutions tailored to meet your unique financial needs. Whether you're an individual seeking tax preparation assistance or a business owner navigating complex financial landscapes, we offer a comprehensive range of services designed to help you achieve your financial goals. At H&R Block, we pride ourselves on delivering exceptional customer service, ensuring that your experience with us is both seamless and rewarding. Visit us today and discover why we're the preferred choice for accounting and finance services in Herkimer and beyond. Your financial success is our priority!

Welcome to DHI/Treasurers Basement, your trusted partner in accounting and financial services located in the heart of Herkimer, New York. Situated at 108 Court Street, our office is dedicated to serving the financial needs of our community with precision and integrity. As a reputable local government office, we specialize in offering comprehensive accounting solutions, financial management, and advisory services tailored to meet the unique needs of both individuals and businesses. At DHI/Treasurers Basement, we pride ourselves on our commitment to transparency, accuracy, and customer satisfaction. Our team of experienced professionals is here to assist you with a wide range of services, including budgeting, financial reporting, tax preparation, and strategic financial planning. Whether you're a local resident seeking personal finance advice or a business owner looking to optimize your financial operations, we are here to provide expert guidance and support.

Welcome to Hartwick College, a distinguished and affordable institution nestled in the picturesque hills of Oneonta, New York. Located at 1 Hartwick Drive, our college stands out as one of the most accessible top-tier colleges on the East Coast, with an average annual cost of just $20K. By applying early, you can maximize your scholarship opportunities and secure your place in what promises to be one of the largest and most competitive classes in recent years. At Hartwick, we offer a transformative educational experience designed to prepare you for the world beyond graduation. Our unique FlightPath approach allows you to focus on your strengths and make significant progress toward your career from day one. With a curriculum that evolves with you, you'll uncover your interests, maximize your talents, and gain invaluable pre-professional experiences.

Welcome to The Valente Group LLC, your trusted partner in financial excellence located in the heart of Herkimer, New York. Situated at 849 Westwood Drive, our firm is dedicated to providing comprehensive financial services tailored to meet the unique needs of our clients. At The Valente Group LLC, we pride ourselves on delivering personalized financial solutions that help individuals and businesses achieve their financial goals. Our team of experienced professionals offers a wide range of services, including financial planning, investment management, tax preparation, and business consulting.

Welcome to Woodforest Bank, your trusted partner in financial services located conveniently at 103 North Caroline Street, Herkimer, New York. As a community-focused bank, we are dedicated to providing personalized banking solutions that meet the diverse needs of our customers. Whether you're looking to manage your daily finances, secure a loan, or plan for your future, our team of friendly and knowledgeable professionals is here to assist you every step of the way. At Woodforest Bank, we offer a comprehensive range of services including personal and business banking, loans, and investment options. Our state-of-the-art ATM facilities ensure you have 24/7 access to your funds, making banking with us both convenient and secure. We pride ourselves on our commitment to customer satisfaction and strive to build long-lasting relationships with each of our clients.

Welcome to Farmers Insurance - John Healey, your trusted local insurance agency located at 4 West Main Street, Little Falls, New York. As your dedicated Farmers® agent, I am committed to helping you navigate the complexities of insurance coverage with ease and confidence. My approach is straightforward and personalized, ensuring you receive the right coverage tailored to your specific needs. With extensive knowledge and experience, I offer guidance on a variety of insurance options, including auto, home, renters, business, and more. As an active member of the Think Local Organization, the Herkimer County Chamber of Commerce, and the local Elks organization, I am deeply invested in supporting and enriching our community.

Welcome to Radiant Insurance Agency NY, your trusted partner in navigating the complex world of insurance. Conveniently located at 328 East State Street, Herkimer, New York, we are dedicated to serving the community with personalized and comprehensive insurance solutions. Our team of experienced professionals is committed to understanding your unique needs and providing tailored coverage options that offer peace of mind. Whether you're seeking auto, home, life, or business insurance, Radiant Insurance Agency NY is here to guide you every step of the way. Visit us today and discover the difference of working with a local agency that truly cares about your protection and well-being.