Inheritance tax services in Oswego, New York

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.

Quest Financial Services is a reputable finance institution located at 7421 Oswego Road in New York, United States. Our team of financial experts is dedicated to providing personalized and comprehensive financial solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, our experienced professionals are here to guide you every step of the way. At Quest Financial Services, we prioritize transparency, integrity, and client satisfaction, making us a trusted partner in your financial journey.

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.

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.

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.

Michael Fitzgerald - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7672 Oswego Road, New York, United States. The institution offers a range of certifications and designations to its advisors, 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®. These certifications cover a wide range of financial planning topics and demonstrate expertise and commitment to providing high-quality financial advice to clients. Additionally, advisors at this institution who hold the Certified Military Financial Advisor® (CFMA®) designation have received specialized training to serve military personnel and veterans.

Steven Patton is a financial advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. Steven 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®. These certifications demonstrate Steven's expertise in various financial areas such as asset management, retirement planning, estate planning, and investment strategies. Steven is dedicated to providing comprehensive and personalized financial advice to his clients, including veterans and military personnel.

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.

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.

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.

Wealth Enhancement Group is a leading finance institution located at 106 West Utica Street in Oswego, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Visit us today to learn more about how Wealth Enhancement Group can help you secure your financial future.

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.

Davis Law Office is a reputable law firm located at 118 West Van Buren Street in Oswego, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation for a criminal matter, our skilled attorneys are here to help. With a commitment to excellence and a track record of success, Davis Law Office is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Prosachik Law Firm, PLLC is a reputable legal institution located at 52 East Cayuga Street in Oswego, New York, United States. With a team of experienced attorneys, they specialize in providing a wide range of legal services to their clients, including but not limited to, personal injury, family law, criminal defense, and estate planning. Known for their dedication to achieving the best possible outcomes for their clients, Prosachik Law Firm, PLLC is committed to providing top-notch legal representation and guidance. Whether you are facing a legal issue or simply need legal advice, you can trust Prosachik Law Firm, PLLC to handle your case with professionalism and expertise.

Huegel Teresa is a reputable law firm located at 58 1/2 Oswego Street in Baldwinsville, New York. Specializing in various areas of law, the institution offers expert legal services to clients in need of professional representation. With a team of experienced lawyers, Huegel Teresa is dedicated to providing top-notch legal advice and guidance to individuals and businesses in the United States. Whether you are facing a complex legal issue or simply need legal counsel, you can trust Huegel Teresa to handle your case with professionalism and integrity. Contact them today for all your legal needs.

Sullivan Catherine is a reputable law firm located at 8417 Oswego Road in Baldwinsville, New York. With a team of experienced and dedicated lawyers, Sullivan Catherine offers a wide range of legal services to clients in the United States. From personal injury cases to family law matters, the firm is committed to providing top-notch legal representation and achieving the best possible outcomes for their clients. Trust Sullivan Catherine to handle your legal needs with professionalism and expertise.

Hollembaek Richard is a prestigious law firm located at 28 Oswego Street in Baldwinsville, New York, United States. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in need. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Hollembaek Richard is a trusted institution in the legal community. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in a business matter, the professionals at Hollembaek Richard are here to help.

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.

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.

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.