TOP 10 Individual financial planning services in New York

Welcome to Bieritz Agency Inc., your trusted partner in insurance solutions located in the heart of Morris, New York. Situated at 128 West Main Street, our agency is dedicated to providing personalized and comprehensive insurance services to meet the diverse needs of our community. As a locally-operated business, we pride ourselves on our commitment to exceptional customer service and our deep understanding of the unique challenges faced by our clients. Whether you're seeking auto, home, business, or life insurance, our experienced team is here to guide you through every step of the process, ensuring that you have the coverage you need for peace of mind. Visit us today and discover why Bieritz Agency Inc. is the preferred choice for insurance in Morris and the surrounding areas.

Welcome to NBT Bank, your trusted financial partner conveniently located at 5582 New York 7, Oneonta, New York. As a leading bank and financial institution, we are committed to providing our community with a comprehensive range of financial services designed to meet your needs. Whether you're looking to manage your daily banking needs, explore loan options, or plan for your financial future, our experienced team is here to assist you every step of the way. At NBT Bank, we prioritize customer satisfaction and aim to deliver personalized banking solutions that align with your unique goals. Our state-of-the-art ATM services ensure you have quick and easy access to your funds whenever you need them. We pride ourselves on our strong community ties and are dedicated to supporting the financial well-being of our neighbors in Oneonta and the surrounding areas.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management located in the heart of Oneonta, New York. Situated at 5520 New York 7, our office is dedicated to providing personalized financial solutions to help you achieve your investment goals and secure your financial future. Our team of experienced financial advisors is committed to understanding your unique needs and offering tailored strategies that align with your aspirations. Whether you're planning for retirement, saving for education, or looking to grow your wealth, Wells Fargo Advisors is here to guide you every step of the way. Visit us today and discover how we can assist you in navigating the complexities of the financial world with confidence and clarity.

Welcome to NBT Bank, your trusted financial partner located at One Wall Street, Oneonta, New York 13820. As a leading provider of banking and financial services, we are committed to meeting the diverse needs of our community with integrity and personalized attention. Whether you're looking to manage your daily finances, plan for the future, or access convenient ATM services, NBT Bank offers a comprehensive range of solutions tailored to your individual goals. Our friendly and knowledgeable staff are dedicated to providing exceptional customer service, ensuring a seamless and rewarding banking experience. Visit us today and discover how NBT Bank can help you achieve financial success.

Welcome to KeyBank, your trusted financial partner located at 202 Main Street, Oneonta, New York. As a prominent bank and finance institution, we are dedicated to serving the Oneonta community with a wide range of financial services tailored to meet your needs. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our knowledgeable team is here to provide personalized solutions and expert advice. Our conveniently located ATM offers 24/7 access to your funds, ensuring you can manage your finances anytime, anywhere. At KeyBank, we pride ourselves on delivering exceptional customer service and innovative banking solutions to help you achieve your financial goals. Visit us today and experience the difference at KeyBank, where your financial well-being is our top priority.

Welcome to Sidney Federal Credit Union, conveniently located at 75 Oneida Street, Oneonta, New York. As a trusted financial institution, we are dedicated to providing our community with exceptional financial services tailored to meet your needs. Our branch offers a full range of banking solutions, including a state-of-the-art ATM for quick and easy access to your accounts. Whether you're looking to manage your finances, explore loan options, or simply need financial advice, our friendly and knowledgeable staff are here to assist you every step of the way. At Sidney Federal Credit Union, we prioritize your financial well-being and strive to deliver personalized service that exceeds your expectations. Visit us today and discover the difference of banking with a community-focused credit union.

Welcome to New York Insurance CO, your trusted insurance agency located in the heart of Oneonta, New York. Situated at 341 Main Street, our agency is dedicated to providing personalized and comprehensive insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At New York Insurance CO, we understand that navigating the world of insurance can be complex. That’s why our experienced team of professionals is committed to offering expert guidance and support every step of the way. Whether you’re looking for auto, home, life, or business insurance, we work closely with you to ensure you have the right coverage at the best possible rates.

Welcome to Soundview Insurance Agency, your trusted partner in safeguarding what matters most to you. Conveniently located at 1 Clinton Plaza Drive in the heart of Oneonta, New York, we are dedicated to providing personalized insurance solutions tailored to meet your unique needs. At Soundview Insurance Agency, we understand that navigating the world of insurance can be complex and overwhelming. That's why our team of experienced professionals is committed to offering clear, comprehensive guidance to ensure you have the right coverage in place. Whether you're looking for auto, home, life, or business insurance, we offer a wide range of products from leading insurers to protect your assets and provide peace of mind.

Welcome to Policy Insurance Co, your trusted insurance agency located in the heart of Oneonta, New York. Situated at 18 Dietz Street, our dedicated team is committed to providing personalized and comprehensive insurance solutions tailored to meet your unique needs. With a focus on exceptional customer service and expert advice, we offer a wide range of insurance products, including auto, home, life, and business insurance. Whether you're looking to protect your family, assets, or business, our experienced professionals are here to help you navigate the complexities of insurance with ease and confidence. At Policy Insurance Co, we pride ourselves on building lasting relationships with our clients, ensuring peace of mind and security for the future. Visit us today or contact us to discover how we can assist you in safeguarding what matters most.

Welcome to NBT Insurance Agency, your trusted partner for comprehensive insurance solutions located conveniently at 1 Wall Street within NBT Bank in Oneonta, New York. At NBT Insurance Agency, we pride ourselves on delivering personalized service and tailored insurance policies to meet the unique needs of individuals, families, and businesses in our community. Our team of experienced insurance professionals is dedicated to providing you with the peace of mind that comes from knowing you are well-protected. We offer a wide range of insurance products, including home, auto, life, health, and business insurance, ensuring that every aspect of your life is covered with the utmost care and expertise.

Welcome to Excellus BlueCross BlueShield, your trusted insurance agency located at 189 Main Street, Oneonta, New York. We are dedicated to helping our communities live healthier, more secure lives by providing comprehensive health coverage options tailored to meet the diverse needs of everyone. At Excellus BlueCross BlueShield, we believe that health care should be accessible to all, regardless of who you are. We invite organizations to submit their applications and join us in our mission to improve community health.

Welcome to Expert Capital Investment, your trusted partner in financial growth and stability, located on Meredith Street, Delhi, New York. We specialize in providing expert financial services tailored to meet the unique needs of our clients. Whether you're an individual looking to secure your financial future, a business seeking investment opportunities, or an organization aiming to optimize your financial strategies, our team of experienced professionals is here to guide you every step of the way. At Expert Capital Investment, we pride ourselves on delivering personalized financial solutions that align with your goals and aspirations. Our comprehensive range of services includes investment management, financial planning, asset allocation, and risk management, all designed to help you achieve financial success.

Welcome to Sidney Federal Credit Union, your trusted financial partner located at 5 Main Street, Delhi, New York. At SFCU, we are dedicated to providing our community with top-notch financial services and convenient banking solutions. Whether you're looking to manage your finances, access an ATM, or seek financial advice, our team is here to help you every step of the way. As a member-focused credit union, we prioritize your financial well-being and offer a wide range of services tailored to meet your individual needs. From savings and checking accounts to loans and credit cards, our comprehensive financial products are designed to help you achieve your financial goals.

Welcome to The Delaware National Bank of Delhi Drive-Thru – your convenient and reliable banking partner located at 115 Main Street, Delhi, New York. As a trusted financial institution, we are committed to providing exceptional banking services tailored to meet your needs. Whether you're managing personal finances or handling business transactions, our drive-thru facility offers a swift and secure way to conduct your banking activities from the comfort of your vehicle. Experience the ease of accessing a wide range of services, including deposits, withdrawals, account inquiries, and more, all handled by our friendly and professional staff. At The Delaware National Bank of Delhi Drive-Thru, we prioritize your financial well-being and strive to deliver unmatched customer service. Visit us today for a seamless banking experience that fits your lifestyle.

Welcome to The Delaware National Bank of Delhi, your trusted partner in financial services located in the heart of Delhi, New York. Conveniently situated at 124 Main Street, our institution has been serving the community with dedication and integrity for years. As a full-service bank, we offer a wide range of financial solutions to meet your needs, including personal and business banking, loans, mortgages, and investment services. Our modern ATMs provide 24/7 access to your funds, ensuring you can manage your finances with ease and convenience. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our experienced and friendly staff are here to assist you every step of the way.

Welcome to Community Bank, N.A., your trusted financial partner located at 124 Delaware Street, Walton, New York 13856. As a full-service financial institution, we offer a comprehensive range of banking and financial services, including ATMs, personal and business banking, and financial advice. Our commitment to providing exceptional customer service sets us apart, ensuring that your banking experience is both personal and rewarding. Join us and take advantage of our exciting referral program—refer a friend, and when they open a checking account with us, you'll receive a $10 eGift card. Share some happiness today!

Welcome to the Society of Saint Vincent de Paul, St. James Conference, located at 429 New York 25A, Setauket-East Setauket, New York. As a dedicated place of worship and a 501(c)(3) nonprofit organization, we are committed to serving the spiritual and material needs of the Three Village Community. Our mission is to provide support and assistance to individuals and families facing financial hardship, helping them overcome life's challenges with dignity and compassion. At our church, you will find a welcoming environment where faith and charity come together to make a positive impact. Join us in our efforts to uplift and empower those in need.

Welcome to QCG Inc, your premier destination for comprehensive accounting and financial services in Holbrook, New York. Conveniently located at 1015 Main Street, our dedicated team is committed to serving both individuals and businesses with precision and integrity. As a trusted local government office, we specialize in providing expert financial guidance, tax preparation, and auditing services tailored to meet the unique needs of our community. Whether you're looking to streamline your financial operations or need assistance with compliance and regulatory requirements, QCG Inc is here to support you every step of the way. Visit us today to discover how we can help you achieve your financial goals with confidence and peace of mind.

Welcome to Empire State Development, your premier local government office dedicated to fostering economic growth and community development in New York State. Conveniently located at 150 Vanderbilt Motor Parkway, Hauppauge, New York, our office serves as a vital resource for businesses and individuals seeking to thrive in our vibrant region. At Empire State Development, we are committed to supporting local enterprises, attracting new investments, and creating job opportunities that enhance the quality of life in our communities. Our expert team works diligently to provide guidance, resources, and innovative solutions tailored to meet the unique needs of our diverse clientele. Whether you're a budding entrepreneur, an established business owner, or a community leader, we are here to help you navigate the path to success.

Welcome to Ministerios Alfa & Omega, a vibrant and welcoming church located at 300 Knickerbocker Avenue, Bohemia, New York. We are dedicated to serving the spiritual needs of our community and providing a place of worship where individuals and families can grow in their faith. Join us for our weekly services held every Friday at 8:00 pm and Sunday at 10:00 am, where you'll experience uplifting worship, inspiring messages, and a warm, supportive community. At Ministerios Alfa & Omega, we believe in the power of community and the importance of supporting one another in our spiritual journeys. Your generous financial contributions enable us to expand God's kingdom and achieve our planned goals. We are incredibly grateful for your donations and pray that God richly rewards you.

Welcome to the Shelter Island Tax Receiver, your trusted local government office dedicated to managing and overseeing tax-related matters with precision and care. Conveniently located at 38 North Ferry Road in Shelter Island, New York, we specialize in providing comprehensive accounting and financial services to the residents and businesses of our community. Our team of experienced professionals is committed to ensuring transparency, accuracy, and efficiency in all tax collection and distribution processes. We are here to assist you with property tax payments, assessments, and related inquiries, offering personalized support to help you navigate the complexities of local taxation.

Welcome to Shred Nations, your trusted partner in secure document destruction located at 2 Main Street, Sag Harbor, New York 11963. We specialize in connecting you with top-tier paper shredding providers, ensuring your sensitive information remains protected from identity theft and data breaches. Whether you're a small business with a low-volume shredding project or a large corporation with extensive document destruction needs, we have the right solution for you. Our drop-off shredding services are perfect for handling smaller quantities of documents (up to 90lbs) efficiently and affordably. For larger projects or those requiring a certificate of destruction, explore our comprehensive service options including mobile shredding, off-site shredding, and Ship ‘N’ Shred. While drop-off services do not accommodate hard drives or electronics, we offer specialized hard drive destruction and electronic shredding to securely dispose of these items.

Welcome to Howard Hanna Liverpool, your trusted partner in finance, insurance, and real estate services. Conveniently located at 7840 Oswego Road, New York 13090, we are dedicated to providing comprehensive solutions tailored to meet your individual needs. Our team of experienced professionals is committed to guiding you through every step of your financial journey, from securing the right insurance coverage to finding your dream home. Whether you're buying, selling, or seeking expert advice, Howard Hanna Liverpool is here to ensure a seamless and rewarding experience. Visit us today and discover why we are the preferred choice for clients throughout the Liverpool area. Your future is our priority.

Welcome to Howard Hanna Cicero/North Syracuse, your trusted partner in real estate, finance, and insurance services. Conveniently located at 401 North Main Street, North Syracuse, NY 13212, we are committed to serving the vibrant communities of North Syracuse and beyond. Our dedicated team of professionals is here to guide you through every step of your real estate journey, whether you're buying, selling, or investing in property. As a full-service agency, we offer a comprehensive range of services tailored to meet your unique needs. From finding your dream home to securing the best financing options and providing reliable insurance solutions, we are here to ensure a seamless and successful experience. Our experts bring a wealth of knowledge and a personalized approach to help you make informed decisions with confidence.

Welcome to the Suffolk County Treasurer's Office, your trusted partner in financial management and local governance. Conveniently located at 330 Center Drive South, Riverhead, New York 11901, our office is dedicated to serving the residents and businesses of Suffolk County with integrity and professionalism. As a key component of the local government, we specialize in accounting and finance, ensuring the efficient management of public funds and resources. Our experienced team is committed to transparency, accountability, and providing exceptional service to meet the financial needs of our community. Whether you require assistance with tax payments, financial reporting, or any other treasury-related services, the Suffolk County Treasurer's Office is here to help. Visit us today and experience our unwavering commitment to excellence in public service.

Welcome to Southampton Tax Receiver, your trusted partner in accounting and finance located in the heart of Southampton, New York. Situated at 116 New York 27A, our office serves as a vital local government resource dedicated to managing and processing tax-related matters for our community. Our experienced team is committed to providing personalized and efficient service, ensuring that all your tax concerns are handled with the utmost professionalism and care. Whether you are a resident or a business owner, we are here to assist you with all your accounting and tax needs, offering guidance and support every step of the way. Visit us to experience our dedication to excellence and our commitment to serving the Southampton community.

Welcome 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.

Welcome to "We Buy Houses FAST - Lewiston," your trusted local real estate agency located at 765 Cayuga Street, Lewiston, New York. We specialize in providing homeowners with a fast and hassle-free way to sell their properties for cash, regardless of the condition or situation. Sell Your House Quickly and Easily in Lewiston, New York

Welcome to The Trifilo Team, your trusted partner in finance and real estate located in the heart of Williamsville, New York. Situated at 5570 Main Street, our team is dedicated to providing exceptional service in the realms of finance and real estate. Whether you're looking to buy, sell, or invest, we offer expert guidance tailored to your unique needs. Our experienced professionals are committed to helping you navigate the complexities of the market with ease and confidence. Discover the difference of working with a team that prioritizes your goals and delivers results. Visit us today and let The Trifilo Team turn your real estate dreams into reality.

Welcome to Massena Tax Collector, your trusted partner in accounting, finance, and local government services. Conveniently located at 60 Main Street, Massena, New York, our office is dedicated to serving the financial needs of our community with professionalism and integrity. We specialize in a wide range of services, including tax collection, financial management, and accounting support, tailored to meet the unique requirements of our local residents and businesses. Our experienced team is committed to providing accurate, efficient, and friendly service, ensuring that your financial matters are handled with the utmost care and expertise. Whether you're seeking assistance with tax payments, financial inquiries, or need guidance on local government processes, the Massena Tax Collector is here to help. Visit us today and experience the difference a dedicated local office can make in managing your financial affairs.