Financial planning services in Manlius, NY
25 results found
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Upstate Financial Network, LLC
● ClosedUpstate Financial Network, LLC is a reputable finance and insurance agency located at 104 Smith Street in Manlius, New York. With a team of experienced professionals, they provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, insurance coverage, or other financial solutions, Upstate Financial Network, LLC is dedicated to providing personalized and reliable services to meet your needs. Contact them today to learn more about how they can help you secure your financial future.
104 Smith St, Manlius, NY 13104, United States -
Leigh Baldwin & Co., Advisory Services
● ClosedLeigh Baldwin & Co., Advisory Services is a finance institution located at 100 East Seneca Street in Manlius, New York, United States. Our team specializes in helping clients determine their financial goals and develop strategies to achieve them, whether for the short or long term. We assist with retirement planning, ensuring our clients have enough saved to live comfortably in retirement. Our comprehensive financial planning services also include investment management and insurance products to protect against unexpected life events. As an SEC registered RIA since 2008, Leigh Baldwin & Co. manages over $179 million in discretionary assets as of 1/17/23. Our motto is "You do the dreaming, we'll do the math." Please note that all investments carry risks and are not guaranteed by Leigh Baldwin & Co. We provide stock quotes, commentary, and opinions for informational purposes only. Contact us today for personalized financial advice tailored to your needs and risk tolerance.
100 E Seneca St, Manlius, NY 13104, United States -
Joe Rotondo Accounting Services
● ClosedJoe Rotondo Accounting Services is a reputable accounting firm located at 6701 Manlius Center Road in East Syracuse, New York. With a focus on providing top-notch accounting and finance services, our experienced team is dedicated to helping individuals and businesses manage their financial needs effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our professionals are here to offer personalized solutions tailored to your specific needs. Trust Joe Rotondo Accounting Services for all your accounting and finance needs in the East Syracuse area.
6701 Manlius Center Rd #204, East Syracuse, NY 13057, United States -
Manlius Assessors
● ClosedWelcome to Manlius Assessors, your trusted partner in accounting and finance located in the heart of Fayetteville, New York. Situated at 301 Brooklea Drive, our office is dedicated to providing exceptional financial services and support to the local community. As a local government office, we specialize in property assessment, tax advisory, and financial planning, ensuring transparency and accuracy in all our operations. Our team of experienced professionals is committed to delivering personalized service tailored to meet the unique needs of each client. Whether you are a homeowner, business owner, or a government entity, Manlius Assessors is here to assist you with comprehensive and reliable financial solutions. Visit us today and experience the difference of working with a team that truly understands the intricacies of local finance and governance.
301 Brooklea Drive, Fayetteville, New York 13066, United States -
Edward Jones - Financial Advisor: Robert S Richardson
● OpenWelcome to Edward Jones - Financial Advisor: Robert S Richardson Located conveniently at 102 West Seneca Street, Manlius, New York, Edward Jones is committed to helping you achieve your financial goals. Under the expert guidance of Robert S Richardson, our office offers personalized financial advice and services tailored to your unique needs.
102 West Seneca Street, Manlius, New York 13104, United States -
Advanced Financial Cny
● OpenWelcome to Advanced Financial CNY, your trusted partner in financial services located in the heart of Manlius, New York. Situated at 320 Fayette Street, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of our clients. At Advanced Financial CNY, we specialize in a wide range of financial services, including investment management, retirement planning, tax strategies, and risk management. Our team of experienced professionals is committed to delivering personalized advice and strategic insights to help you navigate the complexities of financial planning with confidence.
320 Fayette Street, Manlius, New York 13104, United States -
My College Planning
● ClosedWelcome to My College Planning, your trusted partner in navigating the financial landscape of higher education. Conveniently located at 4605 Pewter Lane, Manlius, New York, we specialize in providing comprehensive financial planning services tailored to meet the unique needs of college-bound students and their families. Our experienced team is dedicated to helping you make informed decisions about college funding, from understanding financial aid options to optimizing scholarships and grants. At My College Planning, we take the stress out of financing education, empowering you to focus on what truly matters—achieving academic success. Visit us today and let us guide you towards a financially secure college experience.
4605 Pewter Lane, Manlius, New York 13104, United States -
Tracey Truck Center
● OpenTracey Truck Center is a reputable insurance agency located at 6801 Manlius Center Road in East Syracuse, New York. Specializing in providing comprehensive insurance coverage for trucks and commercial vehicles, Tracey Truck Center is known for its personalized service and expertise in the industry. With a team of experienced agents, they work closely with clients to tailor insurance plans that meet their specific needs and budget. Whether you are an owner-operator or manage a fleet of trucks, Tracey Truck Center is dedicated to helping you protect your assets and ensure peace of mind on the road. Contact them today for a consultation and discover why they are a trusted partner in the trucking industry.
6801 Manlius Center Rd, East Syracuse, NY 13057, United States -
Jon D. Gruenewald: Allstate Insurance
● ClosedJon D. Gruenewald: Allstate Insurance is a trusted insurance agency located at 6701 Manlius Center Road in East Syracuse, New York. With a commitment to providing personalized service and comprehensive coverage options, this agency is dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, the experienced team at Jon D. Gruenewald: Allstate Insurance is here to assist you every step of the way. Contact them today to discuss your insurance needs and receive a customized plan that fits your budget and lifestyle.
6701 Manlius Center Rd Ste 110, East Syracuse, NY 13057, United States -
Farmers Insurance - Colleen McCawley
● ClosedFarmers Insurance - Colleen McCawley, located at 100 East Manlius Street in East Syracuse, New York, is your local Farmers® agent dedicated to helping customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business, life, and recreational insurance. Whether you're looking for comprehensive coverage, competitive rates, or personalized service, Colleen McCawley is here to help. Contact her today for a consultation and start building a solid financial plan for a secure future. Farmers Insurance also offers personal umbrella insurance for added protection and peace of mind. Don't wait, get a quote today and see how you can save with Farmers Insurance.
100 E Manlius St, East Syracuse, NY 13057, United States -
Daley, LaCombe & Charette P.C.
● ClosedDaley, LaCombe & Charette P.C. is a leading accounting and finance institution located at 116 Fayette Street in Manlius, New York, United States. With a team of highly skilled professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or financial planning, Daley, LaCombe & Charette P.C. is here to help you achieve your financial goals.
116 Fayette St, Manlius, NY 13104, United States -
Gregory F. Wilt, CPA PC
● ClosedGregory F. Wilt, CPA PC is a reputable accounting and finance institution located at 320 Fayette Street in Manlius, New York, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to helping clients navigate the complexities of accounting and finance, ensuring their financial success and well-being. Whether you are an individual or a business, Gregory F. Wilt, CPA PC is committed to providing top-notch service and personalized solutions to meet your specific needs.
320 Fayette St, Manlius, NY 13104, United States -
Mario Bottoni, CPA, PC
● ClosedMario Bottoni, CPA, PC is a reputable accounting and finance institution located at 320 Fayette Street in Manlius, New York, United States. With years of experience and expertise in the field, Mario Bottoni and his team provide top-notch accounting services to individuals and businesses alike. From tax preparation to financial planning, they offer a wide range of services tailored to meet their clients' specific needs. Trust Mario Bottoni, CPA, PC for all your accounting and finance needs.
320 Fayette St, Manlius, NY 13104, United States -
John Breazzano CPA
● ClosedJohn Breazzano CPA is a reputable accounting and finance institution located at 8047 Broadfield Road in Manlius, New York, United States. With years of experience and expertise in the field, John Breazzano CPA offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust John Breazzano CPA for all your accounting and finance needs.
8047 Broadfield Rd, Manlius, NY 13104, United States -
Chambers Helen
● OpenChambers Helen is a reputable finance institution located at 4500 Pewter Lane in Manlius, New York, United States. With a strong focus on providing personalized financial solutions, Chambers Helen offers a wide range of services including investment management, retirement planning, and wealth preservation. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Chambers Helen today to experience top-notch financial services tailored to meet your individual needs.
4500 Pewter Ln, Manlius, NY 13104, United States -
Eagan Capital Management
● OpenEagan Capital Management is a leading finance institution located at 210 South Manlius Street in Fayetteville, New York, United States. With a team of experienced professionals, Eagan Capital Management offers a wide range of financial services including investment management, financial planning, and wealth management. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses looking to achieve their financial goals. Visit Eagan Capital Management today to see how they can help you secure your financial future.
210 S Manlius St, Fayetteville, NY 13066, United States -
Tax Man
● OpenTax Man is a reputable accounting and finance institution located at 141 East Seneca Street in Manlius, New York, United States. With a team of experienced professionals, Tax Man is dedicated to providing top-notch tax preparation, financial planning, and accounting services to individuals and businesses in the area. Whether you need help with filing your taxes, managing your finances, or navigating complex tax laws, Tax Man is here to help. Trust Tax Man to handle all of your accounting and finance needs with precision and expertise.
141 E Seneca St, Manlius, NY 13104, United States -
QUICKEN BUSINESS SOLUTIONS
● ClosedQuicken Business Solutions is a finance institution located at 523 West Manlius Street in East Syracuse, New York, United States. We specialize in providing comprehensive financial services to businesses of all sizes, helping them manage their finances, streamline operations, and achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you need assistance with bookkeeping, tax planning, payroll services, or financial consulting, Quicken Business Solutions is here to help you succeed. Contact us today to learn more about how we can support your business's financial success.
523 W Manlius St, East Syracuse, NY 13057, United States -
Kraus & Barone, CPAs, PC
● OpenKraus & Barone, CPAs, PC is a reputable accounting and finance institution located at 6701 Manlius Center Road in East Syracuse, New York, United States. With a team of experienced certified public accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to providing personalized and professional services to their clients sets them apart in the industry. Whether you are an individual or a business looking for expert financial guidance, Kraus & Barone, CPAs, PC is the trusted choice for all your accounting needs.
6701 Manlius Center Rd # 206, East Syracuse, NY 13057, United States -
Pompey Assessor
● OpenWelcome to Pompey Assessor, your trusted partner in accounting, finance, and local government services in Manlius, New York. Conveniently located in the heart of the 13104 area, our office is dedicated to providing the community with expert financial assessment and advisory services. At Pompey Assessor, we specialize in property assessments, tax evaluations, and financial planning, ensuring that both residents and businesses receive accurate and reliable information. Our team of experienced professionals is committed to transparency, integrity, and efficiency, making us the go-to resource for all your financial and governmental needs. Whether you're a homeowner seeking property valuation or a business in need of financial guidance, Pompey Assessor is here to support you with personalized service and attention to detail. Visit us today and discover how we can assist you in navigating the complexities of local finance and governance.
Manlius, New York 13104, United States -
M&T Bank
● ClosedWelcome to M&T Bank in Manlius, New York Located at 204 Fayette Street, Manlius, NY 13104, M&T Bank is your trusted partner for all your banking and financial needs. Our Manlius branch is dedicated to providing exceptional service, whether you're seeking personal banking solutions or comprehensive support for your business.
204 Fayette Street, Manlius, New York 13104, United States -
NBT Bank
● ClosedWelcome to NBT Bank, your trusted partner in financial services, conveniently located at 8250 Cazenovia Road, Manlius, New York. As a leading financial institution, we are committed to providing exceptional banking solutions tailored to meet your unique needs. Whether you're looking to manage your personal finances, grow your business, or plan for the future, our team of experienced professionals is here to assist you every step of the way. At NBT Bank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and investment options, all designed to help you achieve your financial goals. Our state-of-the-art ATM services ensure you have 24/7 access to your accounts, providing convenience and peace of mind.
8250 Cazenovia Road, Manlius, New York 13104, United States -
Skeele Insurance Agency
● ClosedWelcome to Skeele Insurance Agency, your trusted partner in safeguarding what matters most. Located at 1715 Albany Street, DeRuyter, New York, our agency has proudly served upstate New York for over 60 years. Founded by Col. Charles W. Skeele, we have grown from a single location to a six-location agency, delivering personalized insurance solutions to individuals and businesses alike. As a fourth-generation, family-owned and operated independent insurance agency, we represent dozens of top-rated regional and national companies. This independence allows us to tailor insurance plans that offer the right coverage and the best value for your unique needs.
1715 Albany Street, DeRuyter, New York 13052, United States -
Chip Hodgkins TEAM
● OpenWelcome to Chip Hodgkins TEAM, your trusted real estate agency located at 7650 Highbridge Road, Manlius, New York 13104. At Chip Hodgkins TEAM, we are dedicated to providing you with exceptional service and expertise to ensure your real estate experience is seamless and successful. Our commitment is to help you sell your home for the highest price in the shortest time possible, all without the hassle. With our free marketing plan, you'll see exactly how we achieve outstanding results. Whether you're selling or buying, we're here to save you thousands on your next purchase or refinance.
7650 Highbridge Road, Manlius, New York 13104, United States -
Upstate NY Agents / Eric Maley & Sarah Bowling
● OpenWelcome to Upstate NY Agents, where your real estate journey is our top priority. Located at 102 West Seneca Street, Manlius, New York, Eric Maley and Sarah Bowling bring over 20 years of experience and a track record of 500 successful sales to help you navigate the ever-changing real estate market. Whether you're buying or selling a home, our expert advice and personalized services are designed to ensure your success. We understand that the market can change rapidly, which is why we invite you to meet with us in person to discuss your unique needs and how we can best assist you.
102 West Seneca Street, Manlius, New York 13104, United States
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