TOP 30 Financial trends in Cortland, New York

7 results found

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 Tracy Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. Our mission is to help you achieve your financial goals, whether they involve retirement planning, education funding, or purchasing a second home. At Ameriprise, we start by focusing on what matters most to you. Our personalized approach includes investment, asset allocation, and portfolio recommendations tailored to your unique goals and risk tolerance. We’ll work together to document your objectives, regularly review your progress, and adjust your strategy as life evolves. With secure access from any device, you can track your investments and progress at any time.

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 Stewart Title Company, your trusted partner in real estate transactions since 1922. Located at 5 Court House Park, Cortland, New York, we specialize in finance and insurance services, offering unparalleled expertise in title insurance. With a rich history of serving New Yorkers from Mayville to Albion and Hauppauge to Clifton Park, we have successfully closed thousands of transactions, fostering lasting relationships along the way. At Stewart Title, we pride ourselves on understanding the unique ways New Yorkers do business, and we are committed to making every interaction an opportunity to build a long-term, mutually beneficial partnership. Our dedication to our core values sets us apart, ensuring that our customers have the best possible experience—something you won't find with other title companies.

Welcome to AW Burchell Agency Inc, your trusted partner for comprehensive insurance solutions in Cortland, New York. Conveniently located at 114 River Street, we are committed to serving our community with personalized service and expert advice. As a leading insurance agency, we offer a wide range of insurance products tailored to meet the unique needs of individuals, families, and businesses. Our experienced team is dedicated to helping you navigate the complexities of insurance coverage, ensuring you have the protection you need for peace of mind. Whether you are looking for auto, home, life, or business insurance, AW Burchell Agency Inc is here to provide reliable and affordable options. Visit us today and experience the difference of working with an agency that puts your needs first.

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.