TOP 30 Financial planning professionals in Rome, New York

27 results found

MVHS Medical Group - Rome Medical Office, located at 1617 North James Street in Rome, New York, is a primary care practice that provides comprehensive healthcare services to patients age 18 and older. Dr. Anthony Cotronea and Dr. Nicoletta Tallandini have recently joined the MVHS Medical Group and are now accepting new patients at the Rome Medical Office. At MVHS Rome Medical Office, patient care is centered around the values of Integrity, Compassion, Accountability, Respect, and Excellence. The practice is committed to providing high-quality, patient-centered care to all individuals, regardless of their ability to pay. Discounts and essential services are offered based on family size and income.

Michelle Shauger: Primerica - Financial Services is a reputable finance and insurance agency located at 503 North George Street in Rome, New York, United States. With a focus on providing top-notch financial services to individuals and families, Michelle Shauger and her team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Primerica offers a wide range of services to meet your needs. With a commitment to professionalism and personalized service, Michelle Shauger: Primerica - Financial Services is the go-to institution for all your financial needs.

Jonathan Griggs, Financial Professional at New York Life, is a trusted finance and insurance agency located at 830 Black River Boulevard North in Rome, New York. With years of experience in the industry, Jonathan Griggs offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for insurance coverage or investment opportunities, Jonathan Griggs is dedicated to providing top-notch service and guidance. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Vacca Consolidated Financial is a leading finance institution located at 217 North Washington Street in Rome, New York, United States. Specializing in financial planning, investment management, and wealth preservation, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, Vacca Consolidated Financial is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure a strong financial future.

Savicki Capital, LLC, located at 23 Oxford Road in New Hartford, New York, offers financial advisory services under the leadership of Randy Savicki. Specializing in wealth management for individuals, businesses, and not-for-profits, Savicki Capital prides itself on providing exceptional financial solutions and building lifelong relationships based on trust and respect. Their team of experienced financial advisors offers services such as investing in Exchange-traded funds (ETFs), stocks, bonds, and mutual funds. With a focus on personalized service and a commitment to client satisfaction, Savicki Capital is dedicated to serving the communities of New Hartford, Utica, Rome, Clinton, Whitesboro, and beyond in Central New York. Trust Savicki Capital for all your investment advisory needs.

Prudential Financial is a renowned finance institution located at 2005 North James Street in Rome, New York, United States. With a long history of providing top-tier financial services, Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to insurance solutions, Prudential Financial offers a wide range of services tailored to meet the unique needs of each client. With a team of experienced professionals and a commitment to excellence, Prudential Financial is a trusted partner in navigating the complexities of the financial world.

Rome Income Tax Services is a reputable accounting and finance institution located at 401 South James Street in Rome, New York, United States. Our team of experienced professionals provides a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. With our dedication to accuracy and efficiency, we strive to help our clients navigate the complexities of the tax system and maximize their financial success. Trust Rome Income Tax Services for all your tax and financial needs.

Moore Insurance Group is a leading finance and insurance agency located at 1002 Black River Boulevard in Rome, New York, United States. With a strong commitment to providing personalized service and tailored insurance solutions, Moore Insurance Group has been serving the community for many years. Whether you are looking for home, auto, life, or business insurance, their team of experienced agents is dedicated to helping you find the right coverage at the best possible price. Trust Moore Insurance Group to protect what matters most to you.

Fuller Insurance Agency Inc. is a reputable health and insurance agency located at 110 South School Street in Carthage, New York, United States. With an additional location in Canton, NY, they are licensed to conduct business in New York State. Specializing in serving Jefferson County, Lewis County, and St. Lawrence County, including areas such as Watertown, Fort Drum, Lowville, Gouverneur, Potsdam, Massena, and Ogdensburg in the North Country region. They also extend their services throughout Upstate New York, including Syracuse, Oswego, Utica, Rome, Rochester, and Plattsburgh. Trust Fuller Insurance Agency Inc. for all your insurance needs in the Northern New York region.

Theresa M Girouard Attorney At Law is a trusted legal institution located at 301 North Washington Street in Rome, New York, United States. With years of experience and expertise in various areas of law, Theresa M Girouard provides top-notch legal services to clients in need of professional representation. Whether you are facing a legal issue related to family law, criminal defense, or estate planning, Theresa M Girouard Attorney At Law is dedicated to helping you navigate the legal system with confidence and ease. Contact us today to schedule a consultation and discuss your legal needs with a skilled and compassionate attorney.

Jackson Hewitt Tax Service located at 829 Black River Boulevard in Rome, New York, United States, is a finance institution that is dedicated to helping individuals get their biggest tax refund. While their tax advance loans have ended for the year, their team of Tax Pros are still available to assist you with your tax preparation needs. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will take care of the rest. They offer a quick call to review your final return and convenient e-signing options for your convenience.

Christopher R Bray is a reputable institution located at 301 Black River Boulevard in Rome, New York, United States. Specializing in elder and estate planning, the institution helps individuals prepare for their future and the future of their loved ones by addressing health, financial well-being, and living environment concerns. With a team dedicated to serving clients with honesty, integrity, and results, Christopher R Bray ensures that clients receive the best care and professionalism possible. The experienced elder law attorneys at the institution, Jeff and Chris, are highly knowledgeable and reliable, making them the go-to choice for Elder Law and Estate Planning needs. Whether you need assistance with setting up a living trust, protecting your assets, or planning for potential hardships, Christopher R Bray is here to help. Contact them today to find out how they can assist you in securing your future.

Jalbert and Associates is a prestigious institution located at 800 Massena Avenue in Rome, New York. Our team of experienced professionals is dedicated to providing top-notch services in the fields of finance, law, and business consulting. With a strong reputation for excellence and a commitment to client satisfaction, Jalbert and Associates is the go-to choice for individuals and businesses seeking expert advice and guidance. Visit us today to see how we can help you achieve your goals and reach new heights of success.

Puma Accounting is a professional institution located at 117 West Liberty Street in Rome, New York, United States. Specializing in income tax filing, business start-up assistance, bookkeeping, and payroll services, Puma Accounting is dedicated to providing affordable and personalized services to meet the unique needs of each individual and corporation. With expertise in Federal IRS and NYS State Tax audits, as well as unemployment insurance claims, Puma Accounting aims to save customers both time and money. Whether you are in need of income tax assistance or require assistance with your business and bookkeeping needs, Puma Accounting is here to help with friendly and personalized service.

Schink Stephen F CPA is a reputable accounting and finance institution located at 8591 Turin Road in Rome, New York, United States. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their finances effectively. Their team of certified public accountants is dedicated to providing personalized and professional services to meet the unique needs of each client. Whether you need help with tax preparation, financial planning, or bookkeeping, Schink Stephen F CPA is committed to delivering top-notch solutions to ensure your financial success.

Joseph A Gunther, CFP is a finance institution located at 203 West Dominick Street in Rome, New York, United States. As a Certified Financial Planner, Joseph A Gunther provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a commitment to professionalism and integrity, clients can trust Joseph A Gunther to provide personalized financial planning and investment strategies tailored to their specific needs. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Joseph A Gunther, CFP is dedicated to helping you secure your financial future.

D'Arcangelo & Co LLP is a renowned accounting and finance firm located at 200 East Garden Street in Rome, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax preparation or financial planning, D'Arcangelo & Co LLP is dedicated to helping you achieve your financial goals.

H&R Block is a trusted accounting and finance institution located at 1780 Black River Boulevard in Rome, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing personalized solutions to meet your specific needs. Visit us today to experience the expertise and professionalism that sets H&R Block apart in the industry.

Schulers Services is a reputable accounting and finance institution located at 8215 Turin Road in Rome, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. Whether you need help with managing your personal finances or running your business more efficiently, Schulers Services is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, Schulers Services is your go-to destination for all your accounting and finance needs.

CNY Tax Plus Services LLC is a top-rated accounting and finance institution located at 209 East Bloomfield Street in Rome, New York, United States. With a team of experienced professionals, we provide a wide range of tax and financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. Trust us to handle all of your accounting needs with professionalism and expertise. Visit us today to see how we can help you achieve your financial goals.

The Loiacono Firm CPA, PC is a reputable accounting and finance institution located at 301 North Washington Street in Rome, New York, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, The Loiacono Firm CPA, PC is dedicated to providing top-notch service to meet your needs.

Balog Charles J is a reputable accounting and finance institution located at 825 Floyd Avenue in Rome, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Balog Charles J is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial success.

Fran Fiumara Income Tax Services is a reputable accounting and finance institution located at 523 West Liberty Street in Rome, New York, United States. With years of experience in the industry, they offer expert services in income tax preparation, filing, and planning for individuals and businesses. Their team of professionals is dedicated to providing personalized and efficient financial solutions to meet the unique needs of each client. Whether you need help with tax compliance or financial advice, Fran Fiumara Income Tax Services is here to help you navigate the complexities of the financial world with ease. Contact them today to schedule a consultation and take control of your finances.

Keenan Michael J CPA is an accounting and finance institution located at 200 East Garden Street in Rome, New York, United States. They offer professional accounting services to individuals and businesses, specializing in tax preparation, financial planning, and consulting. With years of experience and expertise in the field, Keenan Michael J CPA is dedicated to helping their clients achieve their financial goals and navigate the complexities of the financial world. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Loan Till Payday Online is a dedicated financial service provider located in Rome, NY, offering a streamlined process to connect individuals with a network of lenders. We specialize in facilitating access to short-term financial solutions, ensuring that you are matched with a lender who can meet your specific financial needs. Our services are administrative in nature, focusing on lead generation to connect consumers with potential lenders.Important Information:- Financial Advice: If you are experiencing serious financial difficulties, we strongly recommend seeking professional financial advice or exploring other alternatives before considering a payday loan. - Site Visit Recordation Technology: Our website utilizes Site Visit Recordation Technology, including third-party services like Jornaya’s LeadiD, to document site visits. By using our website, you consent to this technology.- Not a Lender: It’s important to note that Loan Till Payday Online is not a lender or an agent of any lender. We do not take loan applications, make credit decisions, or engage in any lender-related activities. Our role is to connect you with financial service providers who can assist you with your financial needs.- Free Service: Our services are offered to you free of charge. Lenders and financial service providers pay a fee to be connected with consumers, often through a bidding model similar to Google AdWords.- Tribal Lending Enterprises (TLEs): In some cases, you may be connected to a TLE, which is subject to tribal and certain federal laws but immune from state laws, including usury caps. TLEs may have higher rates and fees, and may require dispute resolution in a tribal jurisdiction. Always review and understand the terms of any loan before accepting it.- Credit Checks: By submitting your information, you authorize us and our network of lenders to perform a credit check, which may involve verifying your social security number, driver license number, or other identification, and reviewing your creditworthiness through major credit bureaus like Experian, Equifax, and TransUnion, as well as alternative credit bureaus like Clarity and DataX.- APR and Loan Terms: Our network of lenders offers loans with an Annual Percentage Rate (APR) of 35.99% and below. For qualified consumers, the maximum APR is 35.99%. Loan terms range from a minimum repayment plan of 12 months to a maximum of 30 months. Example: A loan amount of $4,300.00 at an APR of 35.99% would result in 30 monthly payments of $219.36, totaling $6,581.78.- Lender’s Disclosure: When a lender offers you a loan, they will provide all necessary documents detailing fees, rates, and terms, including any potential late-payment fees and options for refinancing or renewing the loan, if applicable. Loan terms are determined solely by the lender based on their policies and applicable law.At Loan Till Payday Online, our goal is to provide a seamless connection between consumers and lenders, helping you find the financial solution that fits your needs. Please remember to review all loan terms carefully and only accept loans that you can afford to repay.

Welcome to Radley & Rheinhardt, your trusted elder law and estate planning attorneys located at 85 Otsego Street, Ilion, New York. We specialize in helping you prepare for the future, ensuring your health, financial well-being, and living environment are secured for you and your loved ones. Elder law allows you to dictate how your care, assets, and living situation will be managed if you become unable to make decisions for yourself. Our dedicated team, led by experienced attorneys Jeff and Chris, is committed to serving your needs with honesty, integrity, and results. At Radley & Rheinhardt, we understand that elder law can be complex and ever-changing. That's why we're here to make your experience as straightforward as possible. Whether you're looking to protect your assets, set up a living trust, or create a comprehensive estate plan, we are here to provide the best care and professionalism possible. Our goal is to ease the burden of potential hardships and ensure your wishes are honored.

Welcome to Rheinhardt and Bray, P.C., your trusted elder law and estate planning attorneys located at 85 Otsego Street, Ilion, New York. Our dedicated team is here to help you plan for the future, ensuring the well-being of you and your loved ones in terms of health, finances, and living arrangements. Specializing in elder law, we guide you through the complexities of planning your care and managing your assets, providing peace of mind for whatever the future may hold. At Rheinhardt and Bray, P.C., we pride ourselves on our commitment to honesty, integrity, and delivering results. Our experienced attorneys, Jeff and Chris, are well-versed in elder law and are dedicated to making your experience as seamless as possible. Whether you're considering setting up a living trust, protecting your assets, or planning for future hardships, we offer the expertise and personalized service you need.