Investment advice service in Cortland, New York

Welcome to Legal Services of Central NY, your trusted partner for comprehensive legal support in Cortland and the surrounding areas. Conveniently located at 111 Port Watson Street, Cortland, New York, we are committed to providing exceptional legal assistance to individuals, families, and businesses in our community. Our team of experienced attorneys and legal professionals is dedicated to delivering personalized and effective solutions tailored to meet your unique needs. Whether you require assistance with family law, estate planning, real estate transactions, or business law, we are here to guide you every step of the way.

Welcome to CFCU Community Credit Union - SUNY Cortland Branch, your trusted financial partner in Cortland, New York. Conveniently located in the heart of the SUNY Cortland campus, our branch is dedicated to serving the financial needs of students, faculty, staff, and the wider Cortland community. At CFCU, we pride ourselves on offering a comprehensive range of financial services tailored to meet your unique needs. Whether you're looking to open a checking or savings account, apply for a loan, or seek financial advice, our friendly and knowledgeable staff are here to assist you every step of the way.

Welcome to Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We are dedicated to providing personalized financial services to help you achieve your financial goals with confidence. As a trusted advisor, Kimberly H Cawley brings a wealth of knowledge and expertise, supported by numerous prestigious certifications that underscore a commitment to excellence in financial planning. Kimberly holds the AAMS™ certification, which ensures adherence to a code of ethics and a comprehensive understanding of asset management tailored to individual needs. With a focus on real-world applications, Kimberly is qualified to guide you through asset allocation, investment strategies, estate planning, and more.

Welcome to Robert Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We specialize in providing personalized financial advice to help you achieve your life goals, whether they include retirement planning, education funding, or purchasing a second home. At our practice, we prioritize what's most important to you. We offer tailored investment, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance. Our approach involves documenting your objectives, regularly reviewing your progress, and adjusting your strategy as life evolves. With secure access to your accounts from any device, you can track your progress and communicate with us easily.

Welcome to Tracy Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. Our mission is to help you achieve your financial goals, whether they involve retirement planning, education funding, or purchasing a second home. At Ameriprise, we start by focusing on what matters most to you. Our personalized approach includes investment, asset allocation, and portfolio recommendations tailored to your unique goals and risk tolerance. We’ll work together to document your objectives, regularly review your progress, and adjust your strategy as life evolves. With secure access from any device, you can track your investments and progress at any time.

Welcome to Robert E Bittner - Financial Advisor, Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York. We specialize in providing personalized financial advice tailored to your unique goals and risk tolerance. Whether you're planning for retirement, saving for education, or considering a major purchase like a second home, we're here to guide you every step of the way. Our approach begins with understanding what's most important to you. We offer investment, asset allocation, and portfolio recommendations designed to align with your objectives. Through regular meetings, we review and analyze your progress, updating your strategy as life evolves to ensure you stay on track.

Welcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.

Welcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.

Welcome to Tracy Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3504 James Street, Syracuse, New York. Our mission is to help you navigate your financial journey with confidence and clarity. At Tracy Buisch's practice, we understand that every financial situation is unique. That's why we begin with a complimentary initial consultation to discuss what matters most to you. This session provides an overview of essential financial planning concepts, setting a foundation for your financial future. Please note that while this consultation offers valuable insights, it does not include written analysis or specific recommendations.

Welcome to Tompkins Cortland Real Estate, your trusted partner in navigating the real estate market in Groton, New York, and the surrounding areas. Located at 129 Main Street, our agency is dedicated to providing exceptional service and expert guidance to buyers, sellers, and investors alike. At Tompkins Cortland Real Estate, we pride ourselves on our extensive knowledge and personalized approach. Our team, led by the highly communicative and personable Kris, understands that buying and selling at the same time can be a logistical challenge. We are here to put you at ease and streamline the process, ensuring a smooth and successful transaction.

Welcome to David Yaman Realty Services, your trusted partner in real estate located at 839 New York 13, Cortland, New York. As a premier real estate agency in the heart of Cortland, we are dedicated to providing exceptional service to both buyers and sellers. Our experienced team of professionals is committed to guiding you through every step of the real estate process, whether you're looking to find your dream home, sell your current property, or explore investment opportunities. With a deep understanding of the local market and a passion for helping our clients achieve their real estate goals, David Yaman Realty Services is here to make your property journey seamless and successful. Contact us today to discover how we can assist you in realizing your real estate dreams.

Welcome to Ascend Galleries, your premier destination for art enthusiasts and collectors located in the heart of Cortland, New York. Nestled at 15 Central Avenue, Ascend Galleries offers a carefully curated selection of fine art pieces, ranging from contemporary masterpieces to timeless classics. Our gallery is dedicated to showcasing the talents of both emerging and established artists, providing a diverse and dynamic collection that caters to all tastes and preferences. At Ascend Galleries, we believe in the transformative power of art and its ability to inspire, uplift, and connect people. Our knowledgeable and passionate staff are always on hand to guide you through our collection, offering personalized advice and insights to help you find the perfect piece for your home or collection.

UpSkill Wealth Management is a premier finance and insurance agency located at 1 N Main St, Suite 301, Cortland, NY 13045, United States. Our mission is to empower individuals and businesses to achieve their financial goals through expert advice and tailored solutions. At UpSkill Wealth Management, we offer a comprehensive range of services including financial planning, investment management, retirement strategies, and insurance solutions. Our team of experienced professionals is dedicated to providing personalized service and strategic guidance to help you navigate the complexities of the financial world. Whether you are planning for retirement, seeking to grow your investments, or need insurance coverage, UpSkill Wealth Management is your trusted partner in financial success. Visit us today to discover how we can help you secure a prosperous future.

Welcome to Hartnett David S, your trusted legal partner located at 36 Main Street, Cortland, New York. With a commitment to providing expert legal services, we specialize in delivering personalized and effective solutions tailored to meet your unique needs. At Hartnett David S, we understand that navigating the legal landscape can be challenging, which is why we prioritize clear communication and dedicated support throughout your entire legal journey. Whether you require assistance with family law, estate planning, real estate matters, or other legal issues, our experienced team is here to guide you with professionalism and integrity. Visit us at our convenient Cortland location and let us help you achieve the best possible outcome for your legal matters. Your peace of mind is our top priority.

Welcome to 1st National Bank of Dryden, your trusted financial partner located at 853 New York 13, Cortland, New York. As a leading provider of banking and financial services, we are committed to offering personalized solutions to meet the diverse needs of our community. Our dedicated team is here to assist you with a wide range of services, including personal and business banking, loans, mortgages, and investment advice. With a focus on customer satisfaction and financial security, we strive to build lasting relationships with our clients. Visit us today to experience the difference of community banking with the 1st National Bank of Dryden, where your financial well-being is our priority.

Welcome to The Summit Federal Credit Union located at 877 New York 13, Cortland, New York 13045. As a trusted name in banking and finance, we are dedicated to serving our community with a wide range of financial services tailored to meet your needs. Our Cortland branch offers convenient features including ample parking, a lobby ATM, full office hours, and a drive-up teller for easy access to your accounts. At The Summit, we provide a variety of financial products such as checking and savings accounts, credit cards, and mortgage solutions. To enjoy our comprehensive services, membership is required. Rest assured, your savings are federally insured up to $250,000 and backed by the full faith and credit of the United States Government, through the National Credit Union Administration, a U.S. Government Agency. We are also proud to be an Equal Housing Lender, NMLS# 454066.

Welcome to AmeriCU Credit Union, your trusted partner in banking, finance, and insurance services, conveniently located at 3944 New York 281, Cortland, New York 13045. At AmeriCU, we are dedicated to providing exceptional financial solutions tailored to meet your unique needs. Whether you're looking to manage your personal finances, secure a loan, or protect your assets with comprehensive insurance options, our experienced team is here to guide you every step of the way. As a member-focused credit union, we prioritize your financial well-being, offering competitive rates, personalized service, and a commitment to community engagement. Visit us today to discover how AmeriCU can help you achieve your financial goals with confidence and convenience.

Welcome to NBT Bank, your trusted partner in financial services located conveniently at 1125 New York 222, Cortland, New York. As a leading provider in banking and finance, we are committed to delivering exceptional service tailored to meet your individual and business needs. Whether you need access to an ATM, personal banking solutions, or comprehensive financial services, our friendly and knowledgeable team is here to assist you every step of the way. At NBT Bank, we pride ourselves on fostering strong relationships with our community and providing reliable, secure, and innovative banking solutions. Visit us today and experience the difference of personalized banking.

Welcome to Edward Jones - Financial Advisor: Adam Bruculere, CFP®, your trusted partner in Cortland, New York, for all your financial planning needs. Conveniently located at 3658 The Park, we specialize in providing personalized financial advice and strategies to help you achieve your financial goals. At Edward Jones, we are committed to safeguarding your personal information. To learn more about how we collect, use, and protect your data, please visit our Privacy and Security page. Our comprehensive approach ensures that the information we gather is utilized to deliver tailored services, relevant content, and exclusive offers, enhancing your digital experience with us.

Welcome to Alliance Bank, your trusted financial partner located at 1125 New York 222 in the heart of Cortland, New York. As a leading provider of comprehensive banking and financial services, we are committed to helping our community thrive by offering personalized solutions tailored to meet your unique needs. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our experienced team is here to guide you every step of the way. At Alliance Bank, we prioritize building strong relationships with our clients, ensuring that you receive the attention and support you deserve. Visit us today and discover the difference of banking with a local institution that truly cares about your success.

Welcome to Chemung Canal Trust Company, your trusted partner in banking and financial services, conveniently located at 1094 New York 222, Cortland, New York. As a renowned local institution, we are dedicated to providing our community with a comprehensive range of financial solutions tailored to meet your unique needs. Whether you're looking for personal banking, business services, or reliable ATM access, our team of experienced professionals is here to assist you every step of the way. At Chemung Canal Trust Company, we pride ourselves on our commitment to exceptional customer service and our deep roots in the community. Visit us today to experience personalized banking and discover how we can help you achieve your financial goals.

Welcome to Wall Street On Court Street: James Nunciato, your trusted partner in financial services located in the heart of Cortland, New York. Situated at 26 Court Street, our firm is dedicated to providing exceptional financial guidance and solutions tailored to meet your unique needs. With a deep understanding of the complexities of the financial world, James Nunciato and his team offer a comprehensive range of services designed to help you achieve your financial goals. Whether you're planning for retirement, investing in your future, or seeking financial advice for your business, we are here to guide you every step of the way.

Welcome to Alliance Bank, your trusted financial partner in Cortland, New York. Conveniently located in the heart of Cortland at 13045, our bank is dedicated to providing exceptional banking services to meet the needs of our community. At Alliance Bank, we pride ourselves on offering a comprehensive range of financial solutions, including personal and business banking, loans, mortgages, and investment services. Our team of experienced professionals is committed to delivering personalized service and expert financial advice to help you achieve your financial goals. Whether you're opening your first savings account, planning for retirement, or managing your business finances, Alliance Bank is here to support you every step of the way. Visit us today and experience the difference of a local bank that truly cares about your financial well-being.

Welcome to NBT Bank, your trusted partner in financial services located at 65 Main Street, Cortland, New York. As a cornerstone of the community, we are committed to providing exceptional banking and financial solutions tailored to meet your unique needs. Whether you're looking to manage your personal finances, grow your business, or access convenient ATM services, our dedicated team is here to assist you every step of the way. At NBT Bank, we pride ourselves on our customer-centric approach, offering a wide range of services including savings and checking accounts, loans, mortgages, and investment options. Visit us today and experience the friendly, personalized service that sets us apart. Your financial well-being is our top priority.

Welcome to Schneider Financial LLC, your trusted partner in financial success, conveniently located at 17 Main Street, Cortland, New York 13045. We are a dedicated finance firm committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, we offer a comprehensive range of services including financial planning, investment management, tax preparation, and retirement planning. At Schneider Financial LLC, we pride ourselves on providing personalized solutions tailored to meet your unique needs. Our client-centric approach ensures that we understand your financial objectives and work diligently to help you navigate the complexities of the financial world. Whether you're planning for the future, managing your wealth, or seeking guidance on tax strategies, we are here to provide expert advice and support every step of the way.

Welcome to Finger Lakes Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 23 Main Street in the heart of Cortland, New York, we are dedicated to serving the financial needs of our community with expertise and integrity. At Finger Lakes Financial Group, we offer a comprehensive range of financial services tailored to meet the unique needs of individuals, families, and businesses. Our team of experienced professionals is committed to providing personalized financial strategies, whether you're planning for retirement, managing investments, or seeking advice on insurance and tax planning. We pride ourselves on our client-focused approach, ensuring that each client receives the attention and customized solutions they deserve. Visit us today to discover how we can help you achieve your financial goals with confidence and peace of mind. Finger Lakes Financial Group – where your financial success is our priority.

Welcome to Edward Jones - Financial Advisor: Jason D Cicioni, CFP®, your trusted partner in planning and securing your financial future. Conveniently located at 21 Main Street, Cortland, New York, our office is dedicated to providing personalized financial advice and services tailored to meet your unique needs and goals. At Edward Jones, we prioritize your financial well-being and are committed to helping you make informed decisions. Our Starting Point tool is designed to guide you through the initial steps of financial planning, while our "My Priorities" quiz assists in identifying your financial objectives, a critical component in developing a comprehensive financial strategy.

Welcome to Paul Sypher - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 23 Main Street in the heart of Cortland, New York, we are dedicated to providing personalized financial strategies and comprehensive insurance solutions tailored to meet your unique needs. At Paul Sypher - Prudential Financial, we understand that financial planning and insurance decisions are crucial steps toward securing your and your family's future. Our team of experienced professionals is committed to delivering exceptional service and expert guidance, ensuring you have the confidence and peace of mind to achieve your financial goals.

Welcome to KeyBank, your trusted financial partner located at 1 North Main Street in Cortland, New York. As a leading provider of comprehensive banking services, we are dedicated to helping you achieve your financial goals. Whether you are looking to open a new account, apply for a loan, or simply withdraw cash from our conveniently located ATM, KeyBank offers a wide range of services tailored to meet your needs. Our friendly and knowledgeable staff are committed to providing exceptional customer service and personalized financial solutions. Visit us today and experience the difference of banking with KeyBank, where your financial well-being is our top priority.

Welcome to Bailey Place Insurance, your trusted local insurance agency located at 2 North Main Street, Cortland, New York. As an independently owned and locally operated business, we are dedicated to meeting the insurance needs of individuals, families, and businesses throughout Cortland and Tompkins Counties, as well as across New York State. At Bailey Place Insurance, we pride ourselves on offering personalized and affordable insurance solutions that are tailored to fit your unique needs. Whether you are looking for auto, homeowner, or business insurance, our experienced team is here to guide you every step of the way. We work closely with a wide range of reputable insurance companies to ensure you receive the best coverage options available.