Individual financial advice in Oswego, New York
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Allstate Personal Financial Representative: Dennis Murphy
Allstate 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.
Allstate Personal Financial Representative: Gregory Knight
Allstate Personal Financial Representative: Gregory Knight is a finance and insurance agency located at 27 Gregory Street in Oswego, New York, United States. With years of experience in the industry, Gregory Knight offers personalized financial planning and insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Gregory Knight is dedicated to providing top-notch service and expertise to meet your individual needs. Contact us today to schedule a consultation and start securing your financial future.
Kurt Ferris - Prudential Financial
Kurt Ferris - Prudential Financial is a reputable finance and insurance agency located at 154 West Bridge Street in Oswego, New York, United States. With a strong focus on providing top-notch financial planning and insurance services, our experienced team is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Kurt Ferris - Prudential Financial is here to guide you every step of the way. Trust us to help you achieve your financial goals and protect what matters most to you.
Allstate Personal Financial Representative: Lester Kelsey
Allstate Personal Financial Representative: Lester Kelsey is a trusted finance and insurance agency located at 27 Gregory Street in Oswego, New York, United States. With a focus on providing personalized financial planning and insurance solutions, Lester Kelsey and his team are dedicated to helping individuals and families achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Allstate Personal Financial Representative: Lester Kelsey is committed to providing expert guidance and exceptional service to meet your needs.
Stout Financial Network LLC
Stout Financial Network LLC is a reputable finance institution located at 7824 New York 104 in Oswego, New York, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and strategic financial planning, Stout Financial Network LLC is a trusted partner for individuals and businesses seeking expert financial advice and guidance.
Financial Quest
Financial Quest is a leading finance institution located at 35 Oswego Street in Baldwinsville, New York. Our team of experts is dedicated to helping individuals and businesses navigate the complex world of finance. From investment management to retirement planning, we offer a wide range of services tailored to meet our clients' unique needs. With a commitment to excellence and a focus on customer satisfaction, Financial Quest is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can help you secure your financial future.
Randy Zeigler - Private Wealth Advisor, Ameriprise Financial Services, LLC
Randy Zeigler - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 97 West Utica Street, Oswego, New York, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications and designations cover a variety of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Edward Jones - Financial Advisor: Stephen K Wise
Edward Jones - Financial Advisor: Stephen K Wise is a reputable financial institution located at 106 West 2nd Street in Oswego, New York, United States. As a trusted finance advisor, Stephen K Wise provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones - Financial Advisor: Stephen K Wise offers expert guidance and support to individuals and families looking to secure their financial future. Visit their office today to learn more about their services and start planning for a brighter financial tomorrow.
Edward Jones - Financial Advisor: Stan Cerlanek
Edward Jones - Financial Advisor: Stan Cerlanek is a trusted financial institution located at 106 West 2nd Street in Oswego, New York. As a dedicated finance professional, Stan Cerlanek provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a commitment to integrity and exceptional customer service, Edward Jones - Financial Advisor: Stan Cerlanek is the go-to destination for individuals looking to secure their financial future.
Stephen Erdley - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Erdley is a Financial Advisor at Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States. With a focus on finance, Stephen can help you achieve your financial goals through personalized advice and guidance. Each Ameriprise advisor has their own specialized areas of focus, so you can choose the approach that aligns best with your needs. You can review Stephen's background, credentials, and experience to ensure he is the right fit for you. To get started, simply fill out the "Request consultation" form to connect with Stephen. He will then reach out to schedule a complimentary initial consultation to discuss your financial future.
Justin Myers - Financial Advisor, Ameriprise Financial Services, LLC
Justin Myers is a Financial Advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. Justin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Justin is dedicated to providing expert financial advice tailored to the individual needs of clients, applying investment concepts and asset management strategies to real-world situations. Whether you are planning for retirement, managing wealth transfers, or seeking advice on estate planning, Justin Myers has the knowledge and expertise to guide you through your financial journey.
James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC
James Frash is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. James holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. James is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge, James Frash is committed to helping clients achieve their financial goals.
Daniel Figueiredo - Associate Financial Advisor, Ameriprise Financial Services, LLC
Daniel Figueiredo is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States. As a finance institution, we prioritize what is most important to you, whether it be retirement planning, education savings, or other financial goals. We provide personalized investment recommendations based on your individual goals and risk tolerance, and we regularly review and update your portfolio as needed. You can easily access your investments and track your progress towards your goals from any device. If you have questions or would like to schedule a complimentary initial consultation, please get in touch. Daniel Figueiredo may only conduct securities business with residents of certain states, so please refer to FINRA's BrokerCheck website for more information. We strive to help you achieve your financial goals and appreciate any referrals to friends or family members who may benefit from our services. Thank you for considering Ameriprise Financial Services, LLC for your financial needs.
John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC
Welcome 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.
James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome 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.
Fuller Insurance Agency Inc.
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.
Central New York Agency LLC
Central New York Agency LLC is a finance, health, and insurance agency located at 7337 Oswego Road in New York, United States. Committed to providing exceptional service to our clients, we specialize in risk management and business insurance solutions. Our team of professionals strives to offer the best insurance and risk management advice, tailored to each client's individual needs. We believe in providing the best value, exceeding expectations, and delivering personalized service. From employee benefits programs to directors and officers liability insurance, we offer a wide range of comprehensive and cost-effective solutions to protect your business from unexpected risks. Explore our interactive graphics to learn about your unique risks and related insurance solutions. With a focus on doing the right things, we are dedicated to helping businesses navigate the complex world of insurance and risk management. Contact us today to discuss how we can help protect your business and its assets.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 218 West 8th Street in Oswego, New York, United States. With a strong focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of insurance and investment products tailored to meet individual needs and goals. Their team of experienced professionals are dedicated to helping clients plan for their future and protect what matters most to them. Whether you are looking for life insurance, retirement planning, or wealth management services, Northwestern Mutual is committed to helping you achieve financial success.
Fraser and Associates
Fraser and Associates is a reputable finance and insurance agency located at 157 East 1st Street in Oswego, New York, United States. With a team of experienced professionals, we provide a wide range of financial services and insurance products to meet the needs of our clients. Our personalized approach and commitment to excellence make us a trusted partner for individuals and businesses seeking financial security and peace of mind. Visit us today to learn more about how we can help you achieve your financial goals.
Hills Farnham & Hills
Hills Farnham & Hills is a reputable insurance agency located at 16 Oswego Street in Baldwinsville, New York. With a strong commitment to providing personalized insurance solutions for individuals and businesses, they offer a wide range of policies to meet their clients' needs. Their experienced team of agents is dedicated to helping customers navigate the complexities of insurance and find the coverage that best suits their unique circumstances. Whether you are looking for auto, home, life, or business insurance, Hills Farnham & Hills is here to provide expert advice and exceptional service. Visit their office today to discuss your insurance needs and discover the peace of mind that comes with having reliable coverage.
Phil Tyler Insurance Agency
Phil Tyler Insurance Agency is a reputable insurance agency located at 8406 Oswego Road in New York, United States. With a focus on providing personalized insurance solutions to meet the unique needs of each client, the agency offers a wide range of insurance products including auto, home, life, and commercial insurance. The team of experienced agents at Phil Tyler Insurance Agency is dedicated to helping customers find the right coverage at the best possible rates. Whether you are looking for insurance for your personal or business needs, Phil Tyler Insurance Agency is committed to providing exceptional service and peace of mind. Contact them today to discuss your insurance needs and get a quote.
Grady BK, PLLC
Grady BK, PLLC is a reputable bankruptcy lawyer firm located at 17 West Cayuga Street in Oswego, New York, United States. The firm, led by experienced attorney Jessica Grady, specializes in providing guidance and support to individuals facing financial challenges and considering filing for bankruptcy. With a focus on understanding clients' concerns and simplifying the bankruptcy process, Grady BK aims to be a partner in helping individuals achieve a more stable and hopeful financial future. In these uncertain times, the decision to file for bankruptcy can be overwhelming. However, with Grady BK by your side, the process becomes more manageable and less burdensome. Whether you are considering Chapter 7 or Chapter 13 bankruptcy, the firm's dedicated team is committed to providing clarity, demystifying legal terms, and alleviating your worries. Serving clients in Utica, Oswego, and throughout Central New York, Grady BK offers reliable and compassionate legal services to guide you towards financial peace of mind.
Law Office of Ann McGrath
The Law Office of Ann McGrath is a prestigious finance and legal institution located at 8196 Oswego Road in New York, United States. Led by experienced attorney Ann McGrath, the firm provides expert legal services in various areas of finance law. With a reputation for excellence and a commitment to client satisfaction, the Law Office of Ann McGrath is dedicated to providing top-notch legal representation for individuals and businesses alike. Whether you are in need of assistance with financial planning, estate planning, or any other legal matter, you can trust the knowledgeable team at this esteemed institution to guide you through the complexities of the legal system with skill and professionalism.
Kall & D'Argenio LLP
Kall & D'Argenio LLP is an accounting and finance institution located at 118 North Massey Street in Watertown, New York, United States. We understand that running a successful business today requires hard work and creativity, which is why we offer skilled advice to small business owners to help them assess their business, tax, and financial situations objectively. Our goal is to assist you in developing solutions to any problems you may face so you can achieve your objectives. Our firm services areas in Jefferson, St. Lawrence, Lewis, Franklin, and Oswego Counties, as well as other communities throughout upstate New York. As a certified public accounting firm, we provide comprehensive services to individuals and businesses alike. We believe in building sincere and long-term relationships with our clients, and our service philosophy is the same for everyone.
H&R Block
H&R Block is a well-known accounting and finance institution located at 140 New York 104 in Oswego, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial management, H&R Block is dedicated to providing expert advice and reliable solutions. Visit their location in Oswego to experience top-notch financial services from a trusted institution.
Main Street Wealth Management
Main Street Wealth Management is a leading finance institution located at 8430 Oswego Road in New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals. From retirement planning to investment management, we offer a wide range of services tailored to meet our clients' unique needs. With a focus on personalized attention and expert guidance, Main Street Wealth Management is committed to providing top-notch financial solutions to help our clients build and preserve their wealth for the future.
Rich Hummel - Thrivent
Rich Hummel - Thrivent is a financial institution located at 7897 Oswego Road in New York, United States. Specializing in financial planning and investment services, our team is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships and providing personalized solutions, we strive to empower our clients to make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Rich Hummel - Thrivent is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a more secure financial future.
NBT Bank
NBT Bank is a trusted financial institution located at 161 New York 104 in Oswego, New York, United States. As a full-service bank, NBT Bank offers a wide range of banking and financial services to meet the needs of individuals and businesses in the community. Whether you need to deposit funds, withdraw cash, apply for a loan, or manage your finances, NBT Bank is here to help. With convenient ATM access and friendly customer service, NBT Bank is dedicated to providing top-notch financial solutions to its customers.
Michel Tax & Accounting Services
Michel Tax & Accounting Services is a reputable institution located at 32 Oswego Street in Baldwinsville, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Michel Tax & Accounting Services for all your financial needs.
Sharon Charles - Thrivent
Sharon Charles - Thrivent is a reputable finance institution located at 7897 Oswego Road in New York, United States. With a strong commitment to helping individuals and families achieve their financial goals, Sharon Charles - Thrivent offers a wide range of financial services including investment management, retirement planning, and insurance solutions. The experienced team at Sharon Charles - Thrivent is dedicated to providing personalized advice and guidance to each client, ensuring they make informed decisions that align with their long-term objectives. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Sharon Charles - Thrivent is here to help you every step of the way.
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