TOP 30 Investment advisor in Baldwin, New York

Leigh Baldwin & Co., Advisory Services is a finance institution located at 100 East Seneca Street in Manlius, New York, United States. Our team specializes in helping clients determine their financial goals and develop strategies to achieve them, whether for the short or long term. We assist with retirement planning, ensuring our clients have enough saved to live comfortably in retirement. Our comprehensive financial planning services also include investment management and insurance products to protect against unexpected life events. As an SEC registered RIA since 2008, Leigh Baldwin & Co. manages over $179 million in discretionary assets as of 1/17/23. Our motto is "You do the dreaming, we'll do the math." Please note that all investments carry risks and are not guaranteed by Leigh Baldwin & Co. We provide stock quotes, commentary, and opinions for informational purposes only. Contact us today for personalized financial advice tailored to your needs and risk tolerance.

Baldwin Financial Services Inc is a reputable finance institution located at 1286 Grand Avenue in Baldwin, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.

Leigh Baldwin & Co LLC of Utica is a reputable finance institution located at 1 Hopper Street in Utica, New York, United States. With a strong focus on providing top-notch financial services, Leigh Baldwin & Co LLC offers personalized investment strategies and guidance to help clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, or other financial instruments, the experienced team at Leigh Baldwin & Co LLC is dedicated to helping you make informed decisions and secure your financial future.

Welcome to Leigh Baldwin & Co – Your Trusted Financial Partner in Cazenovia Located in the heart of Cazenovia, New York, at 112 Albany Street, Leigh Baldwin & Co is a premier financial services firm committed to helping you achieve your financial goals. With years of experience in the finance industry, our dedicated team provides personalized investment advice, wealth management, and comprehensive financial planning services tailored to meet the unique needs of each client.

KeyBank is a well-established financial institution located at 12 Tomahawk Street in Baldwin Place, 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 options. Customers can also access their accounts and conduct transactions conveniently at the on-site ATM. With a reputation for excellent customer service and a commitment to helping individuals and businesses achieve their financial goals, KeyBank is a trusted institution in the community.

Farmers Insurance - Jason Bolognini is your local insurance agency located at 789 Foxhurst Road in Baldwin, New York. As a Farmers® agent, Jason Bolognini helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Jason is there to provide personalized and straightforward assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance has been a trusted provider of insurance products. Get a quote for comprehensive coverage, collision coverage, deductibles, medical payments, and more. Protect your most valuable possessions with home insurance, renters insurance, life insurance, or condo insurance. For small businesses, Farmers Insurance offers customizable insurance packages to reduce risk and protect investments. Outdoor enthusiasts can also find flexible coverage options for motorcycles, boats, ATVs, and more. With Farmers Insurance and Financial Services, you can build a solid financial plan for a secure future. Contact Jason Bolognini at Farmers Insurance to discuss your insurance needs and reach your goals.

Welcome to the Oscar Espinal State Farm Agency, located in Rockville Center, NY! Our agency proudly serves a wide range of areas including Oceanside, Baldwin, Lynbrook, Valley Stream, Malverne, as well as Nassau and Suffolk Counties. We're also here to assist customers throughout the Five Boroughs and the entire State of New York! With over four years of experience in the insurance and financial services industry, I've had the pleasure of helping numerous customers. As a graduate of Hofstra University, I believe in providing concierge service to all our valued customers. Our team possesses the proficiency and knowledge to address any questions you may have, and we're committed to treating you like family both today and in the future.

PHP Agency NY is a leading finance and insurance agency located at 2300 Grand Avenue in Baldwin, New York. Our team of experienced professionals is dedicated to helping clients achieve financial security and peace of mind through comprehensive insurance solutions. With a focus on customer service and personalized guidance, we strive to empower individuals and families to make informed decisions about their financial future. Contact us today to learn more about our range of services and how we can help you protect what matters most.

Financial Service Partners, located at 900 Jefferson Road in Rochester, New York, is a finance institution that brings together a team of highly qualified and experienced professionals. We offer a "one stop financial service" approach, providing our clients with a network of financial partners to choose from based on their individual needs and goals. Our priority is building high quality relationships with our valued clients. Leigh Baldwin & Co., LLC is registered to conduct business in a wide range of states, including AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Julian J. Ruiz, Jr is registered to conduct business in NY, PA, and FL.

H&R Block is a renowned accounting and finance institution located at 670 Sunrise Highway in Baldwin, New York, United States. With a team of expert professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch assistance to help you achieve your financial goals. Trust H&R Block for all your accounting and finance needs.

Welcome to The Sovik Group, your trusted partner for comprehensive health and insurance solutions in Cazenovia, New York. Located at 9 Albany Street, The Sovik Group is dedicated to providing personalized financial services that cater to your unique needs. Founded by Charlie Sovik in 2007, our agency specializes in Health, Life, Disability, and Medicare Insurance alongside a range of investment programs. With over three decades of experience in the financial sector, Charlie began his career in 1988 and has built a solid reputation as an independent financial representative, including 26 years with Leigh Baldwin & Co., LLC. As a 1989 graduate of St. Lawrence University with a major in Economics, Charlie brings a wealth of knowledge and expertise to the table. His commitment to fostering lasting relationships with clients and local business leaders throughout Central New York (CNY) is at the heart of our mission.