Income tax center in Oswego, NY
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Allstate Personal Financial Representative: Dennis Murphy
● OpenAllstate Personal Financial Representative: Dennis Murphy is a finance and insurance agency located at 27 Gregory Street in Oswego, New York, United States. Dennis Murphy is a trusted representative who helps individuals and families with their financial planning and insurance needs. With a focus on personalized service and attention to detail, Dennis Murphy provides expert guidance to help clients secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Dennis Murphy is dedicated to helping you achieve your financial goals. Contact him today to schedule a consultation and start building a secure financial foundation.
27 Gregory St, Oswego, NY 13126, United States -
John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management located conveniently at 7672 Oswego Road, New York 13090, United States. At our firm, we understand that each client's financial journey is unique, and we are committed to providing personalized financial advice to help you achieve your goals. Our team is equipped with a wide array of certifications and expertise to address diverse financial needs. With the Accredited Asset Management Specialist (AAMS™) certification, we adhere to a code of ethics and apply investment concepts to real-world asset management scenarios, covering topics such as asset allocation, investment strategies, and estate planning. Additionally, our Accredited Domestic Partnership Advisor (ADPA™) designation ensures we are well-versed in wealth transfers, federal taxation, and planning for domestic partners.
7672 Oswego Road, New York 13090, United States -
James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of personal finance. Located at 7672 Oswego Road, New York 13090, our firm is dedicated to providing comprehensive financial planning and advisory services tailored to meet the unique needs of each client. At James Frash, we pride ourselves on our extensive knowledge and expertise in the financial industry, underscored by a suite of prestigious certifications and designations. Our commitment to excellence is reflected in the diverse range of qualifications held by our team, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, each representing a high standard of proficiency in various aspects of wealth management, estate planning, investment strategies, and fiduciary practices.
7672 Oswego Road, New York 13090, United States
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