TOP 30 Individual investments in Oswego, New York

33 results found

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.

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 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 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.

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.

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.

Harmony Financial Services, located at 35 East 1st Street in Oswego, New York, is a finance institution led by Robert Rolfe, a dedicated Financial Advisor. Their mission is to help clients achieve long-term financial success through personalized programs that focus on growing, protecting, and conserving wealth. Before recommending any financial products or courses of action, Harmony Financial Services takes the time to fully understand each client's goals and objectives. They believe that asset allocation based on individual attributes, circumstances, and risk tolerance is the key to successful investing.

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 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.

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.

FF&P Wealth Planning Group - Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States, is a finance institution dedicated to helping individuals achieve their financial goals. Whether you are planning for retirement, education, or a major purchase, our team provides personalized investment recommendations based on your goals and risk tolerance. We document your goals, regularly review your progress, and adjust your approach as needed to help you track your progress. Through our secure online platform, you can access your investments and accounts at any time from any device. We offer complimentary initial consultations to discuss how we can help you reach your financial goals.

Paul Coir is a financial advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. Paul Coir holds multiple 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Paul Coir's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a financial advisor, Paul Coir is committed to helping individuals make informed financial decisions and achieve their financial goals.

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 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 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.

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 is a full-service financial institution located at 30 West Utica Street in Oswego, New York, United States. As a trusted bank in the community, NBT Bank offers a range of banking services including checking and savings accounts, loans, mortgages, and investment opportunities. With a convenient ATM on site, customers can easily access their funds and manage their finances. NBT Bank is committed to providing personalized service and innovative financial solutions to help individuals and businesses achieve their financial goals.

Marc Franco - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7672 Oswego Road, New York, United States. Marc Franco 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With expertise in asset management, investment strategies, retirement planning, estate planning, and more, Marc Franco provides comprehensive financial services to individuals and businesses. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Marc Franco is dedicated to providing personalized solutions to help you achieve your financial goals.

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.

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.

Lauren L Kenny, a financial advisor at Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States, specializes in helping clients navigate the complexities of the financial world. With a focus on risk and reward, Lauren works closely with individuals to determine their risk tolerance and create personalized investment strategies. As a registered advisor, Lauren can only conduct securities business with residents of certain states, so it's important to check FINRA's BrokerCheck website for more information. Whether you're looking to capitalize on the current bull market rally or plan for the future, Lauren is here to provide expert guidance. The initial consultation offers an overview of financial planning concepts, and while future financial results cannot be guaranteed, Ameriprise Financial is dedicated to helping clients achieve their goals.

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.

Bank of America is a renowned financial institution located at 7610 Oswego Road in New York, United States. With convenient drive-thru ATM services, customers can easily access their accounts and conduct transactions without having to leave their vehicles. Offering a wide range of banking and financial services, Bank of America is dedicated to providing exceptional customer service and meeting the financial needs of individuals and businesses alike. Visit us today for all your banking needs.

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.

H&R Block is a well-known accounting and finance institution located at 8017 Oswego Road in New York, United States. With a reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Their team of professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial potential. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to delivering personalized solutions to meet your specific needs. Visit their location in New York to discover how they can help you achieve your financial goals.

AmeriCU Credit Union is a trusted financial institution located at 7474 Oswego Road in New York, United States. As a credit union, AmeriCU offers a wide range of banking, finance, and insurance services to its members. With a focus on providing personalized and community-oriented financial solutions, AmeriCU is committed to helping individuals and families achieve their financial goals. Whether you need a loan, savings account, insurance coverage, or investment advice, AmeriCU Credit Union is here to support you every step of the way. Visit us today to experience the difference of banking with a member-owned institution that puts your needs first.

Seneca Savings is a trusted bank and financial institution located at 7799 Oswego Road in New York, United States. With a commitment to providing exceptional service and personalized financial solutions, Seneca Savings is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for a savings account, mortgage, or investment opportunities, Seneca Savings has a team of experienced professionals ready to assist you every step of the way. Visit Seneca Savings today and discover the difference of banking with a local institution that truly cares about its customers.

KeyBank is a financial institution located at 138 New York 104 in Oswego, New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment services. With convenient ATM access, online banking, and personalized customer service, KeyBank is committed to helping individuals and businesses achieve their financial goals. Visit KeyBank today to experience the difference of banking with a trusted financial partner.

Welcome to Record Nations, your trusted partner for document scanning and management services located at 7570 Oswego Road, Liverpool, New York 13090, United States. We specialize in transforming the way businesses and individuals manage their documents, offering cutting-edge solutions that streamline operations and enhance security. At Record Nations, we understand the power of digital transformation. Our document scanning services convert your paper documents into organized, easily accessible digital files, eliminating the need for cumbersome manual searches and excessive printing. This transition not only improves efficiency but also promotes collaboration, especially for teams with remote members.

Welcome to Scott Merle Builders Located at 8692 Oswego Road, Baldwinsville, New York 13027, Scott Merle Builders is your trusted general contractor in Central New York, dedicated to crafting the perfect home for every client. Since 1962, we have been transforming dreams into reality by building custom homes that reflect the unique lifestyle and preferences of each family. Whether you are a new homeowner, expanding your family, or planning for retirement, we specialize in creating beautiful, elegant houses tailored to your specific needs.