Personal financial planning in Rome, NY
20 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
MVHS Medical Group - Rome Medical Office
● OpenMVHS Medical Group - Rome Medical Office, located at 1617 North James Street in Rome, New York, is a primary care practice that provides comprehensive healthcare services to patients age 18 and older. Dr. Anthony Cotronea and Dr. Nicoletta Tallandini have recently joined the MVHS Medical Group and are now accepting new patients at the Rome Medical Office. At MVHS Rome Medical Office, patient care is centered around the values of Integrity, Compassion, Accountability, Respect, and Excellence. The practice is committed to providing high-quality, patient-centered care to all individuals, regardless of their ability to pay. Discounts and essential services are offered based on family size and income.
1617 N James St, Rome, NY 13440, United States -
Michelle Shauger: Primerica - Financial Services
● OpenMichelle Shauger: Primerica - Financial Services is a reputable finance and insurance agency located at 503 North George Street in Rome, New York, United States. With a focus on providing top-notch financial services to individuals and families, Michelle Shauger and her team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Primerica offers a wide range of services to meet your needs. With a commitment to professionalism and personalized service, Michelle Shauger: Primerica - Financial Services is the go-to institution for all your financial needs.
503 N George St, Rome, NY 13440, United States -
Vacca Consolidated Financial
● OpenVacca Consolidated Financial is a leading finance institution located at 217 North Washington Street in Rome, New York, United States. Specializing in financial planning, investment management, and wealth preservation, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, Vacca Consolidated Financial is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure a strong financial future.
217 N Washington St, Rome, NY 13440, United States -
Savicki Capital, LLC - Financial Advisor: Randy Savicki
● OpenSavicki Capital, LLC, located at 23 Oxford Road in New Hartford, New York, offers financial advisory services under the leadership of Randy Savicki. Specializing in wealth management for individuals, businesses, and not-for-profits, Savicki Capital prides itself on providing exceptional financial solutions and building lifelong relationships based on trust and respect. Their team of experienced financial advisors offers services such as investing in Exchange-traded funds (ETFs), stocks, bonds, and mutual funds. With a focus on personalized service and a commitment to client satisfaction, Savicki Capital is dedicated to serving the communities of New Hartford, Utica, Rome, Clinton, Whitesboro, and beyond in Central New York. Trust Savicki Capital for all your investment advisory needs.
23 Oxford Rd, New Hartford, NY 13413, United States -
Fuller Insurance Agency Inc.
● OpenFuller Insurance Agency Inc. is a reputable health and insurance agency located at 110 South School Street in Carthage, New York, United States. With an additional location in Canton, NY, they are licensed to conduct business in New York State. Specializing in serving Jefferson County, Lewis County, and St. Lawrence County, including areas such as Watertown, Fort Drum, Lowville, Gouverneur, Potsdam, Massena, and Ogdensburg in the North Country region. They also extend their services throughout Upstate New York, including Syracuse, Oswego, Utica, Rome, Rochester, and Plattsburgh. Trust Fuller Insurance Agency Inc. for all your insurance needs in the Northern New York region.
110 S School St, Carthage, NY 13619, United States -
Puma Accounting Income Tax, Business Start-Up, Bookkeeping & Payroll
● OpenPuma Accounting is a professional institution located at 117 West Liberty Street in Rome, New York, United States. Specializing in income tax filing, business start-up assistance, bookkeeping, and payroll services, Puma Accounting is dedicated to providing affordable and personalized services to meet the unique needs of each individual and corporation. With expertise in Federal IRS and NYS State Tax audits, as well as unemployment insurance claims, Puma Accounting aims to save customers both time and money. Whether you are in need of income tax assistance or require assistance with your business and bookkeeping needs, Puma Accounting is here to help with friendly and personalized service.
117 W Liberty St, Rome, NY 13440, United States -
Schink Stephen F CPA
● OpenSchink Stephen F CPA is a reputable accounting and finance institution located at 8591 Turin Road in Rome, New York, United States. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their finances effectively. Their team of certified public accountants is dedicated to providing personalized and professional services to meet the unique needs of each client. Whether you need help with tax preparation, financial planning, or bookkeeping, Schink Stephen F CPA is committed to delivering top-notch solutions to ensure your financial success.
8591 Turin Rd, Rome, NY 13440, United States -
Joseph A Gunther, CFP
● OpenJoseph A Gunther, CFP is a finance institution located at 203 West Dominick Street in Rome, New York, United States. As a Certified Financial Planner, Joseph A Gunther provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a commitment to professionalism and integrity, clients can trust Joseph A Gunther to provide personalized financial planning and investment strategies tailored to their specific needs. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Joseph A Gunther, CFP is dedicated to helping you secure your financial future.
203 W Dominick St, Rome, NY 13440, United States -
D'Arcangelo & Co LLP
● OpenD'Arcangelo & Co LLP is a renowned accounting and finance firm located at 200 East Garden Street in Rome, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax preparation or financial planning, D'Arcangelo & Co LLP is dedicated to helping you achieve your financial goals.
200 E Garden St, Rome, NY 13440, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 1780 Black River Boulevard in Rome, New York, United States. With a team of experienced 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 personalized solutions to meet your specific needs. Visit us today to experience the expertise and professionalism that sets H&R Block apart in the industry.
1780 Black River Blvd, Rome, NY 13440, United States -
David A. Huhtala - Wilmington Advisors @ M&T
● OpenDavid A. Huhtala - Wilmington Advisors @ M&T is a finance institution located at 1746 Black River Boulevard in Rome, New York, United States. With a team of experienced advisors, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experts at David A. Huhtala - Wilmington Advisors @ M&T are dedicated to providing personalized solutions to meet your needs. Trust in their expertise to guide you towards a secure financial future.
1746 Black River Blvd, Rome, NY 13440, United States -
NBT Bank
● OpenNBT Bank is a trusted financial institution located at 1148 Erie Boulevard West in Rome, New York, United States. As a full-service bank, NBT offers a range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations, NBT Bank provides easy access to your funds whenever you need them. Whether you are looking to manage your personal finances or grow your business, NBT Bank is committed to helping you achieve your financial goals.
1148 Erie Blvd W, Rome, NY 13440, United States -
Schulers Services
● OpenSchulers Services is a reputable accounting and finance institution located at 8215 Turin Road in Rome, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. Whether you need help with managing your personal finances or running your business more efficiently, Schulers Services is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, Schulers Services is your go-to destination for all your accounting and finance needs.
8215 Turin Rd, Rome, NY 13440, United States -
The Loiacono Firm CPA, PC
● OpenThe Loiacono Firm CPA, PC is a reputable accounting and finance institution located at 301 North Washington Street in Rome, New York, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, The Loiacono Firm CPA, PC is dedicated to providing top-notch service to meet your needs.
301 N Washington St, Rome, NY 13440, United States -
Balog Charles J
● OpenBalog Charles J is a reputable accounting and finance institution located at 825 Floyd Avenue in Rome, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Balog Charles J is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial success.
825 Floyd Ave, Rome, NY 13440, United States -
Fran Fiumara Income Tax Services
● OpenFran Fiumara Income Tax Services is a reputable accounting and finance institution located at 523 West Liberty Street in Rome, New York, United States. With years of experience in the industry, they offer expert services in income tax preparation, filing, and planning for individuals and businesses. Their team of professionals is dedicated to providing personalized and efficient financial solutions to meet the unique needs of each client. Whether you need help with tax compliance or financial advice, Fran Fiumara Income Tax Services is here to help you navigate the complexities of the financial world with ease. Contact them today to schedule a consultation and take control of your finances.
523 W Liberty St, Rome, NY 13440, United States -
Keenan Michael J CPA
● OpenKeenan Michael J CPA is an accounting and finance institution located at 200 East Garden Street in Rome, New York, United States. They offer professional accounting services to individuals and businesses, specializing in tax preparation, financial planning, and consulting. With years of experience and expertise in the field, Keenan Michael J CPA is dedicated to helping their clients achieve their financial goals and navigate the complexities of the financial world. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
200 E Garden St #2, Rome, NY 13440, United States -
Loan Till Payday Online
● OpenLoan Till Payday Online is a dedicated financial service provider located in Rome, NY, offering a streamlined process to connect individuals with a network of lenders. We specialize in facilitating access to short-term financial solutions, ensuring that you are matched with a lender who can meet your specific financial needs. Our services are administrative in nature, focusing on lead generation to connect consumers with potential lenders.Important Information:- Financial Advice: If you are experiencing serious financial difficulties, we strongly recommend seeking professional financial advice or exploring other alternatives before considering a payday loan. - Site Visit Recordation Technology: Our website utilizes Site Visit Recordation Technology, including third-party services like Jornaya’s LeadiD, to document site visits. By using our website, you consent to this technology.- Not a Lender: It’s important to note that Loan Till Payday Online is not a lender or an agent of any lender. We do not take loan applications, make credit decisions, or engage in any lender-related activities. Our role is to connect you with financial service providers who can assist you with your financial needs.- Free Service: Our services are offered to you free of charge. Lenders and financial service providers pay a fee to be connected with consumers, often through a bidding model similar to Google AdWords.- Tribal Lending Enterprises (TLEs): In some cases, you may be connected to a TLE, which is subject to tribal and certain federal laws but immune from state laws, including usury caps. TLEs may have higher rates and fees, and may require dispute resolution in a tribal jurisdiction. Always review and understand the terms of any loan before accepting it.- Credit Checks: By submitting your information, you authorize us and our network of lenders to perform a credit check, which may involve verifying your social security number, driver license number, or other identification, and reviewing your creditworthiness through major credit bureaus like Experian, Equifax, and TransUnion, as well as alternative credit bureaus like Clarity and DataX.- APR and Loan Terms: Our network of lenders offers loans with an Annual Percentage Rate (APR) of 35.99% and below. For qualified consumers, the maximum APR is 35.99%. Loan terms range from a minimum repayment plan of 12 months to a maximum of 30 months. Example: A loan amount of $4,300.00 at an APR of 35.99% would result in 30 monthly payments of $219.36, totaling $6,581.78.- Lender’s Disclosure: When a lender offers you a loan, they will provide all necessary documents detailing fees, rates, and terms, including any potential late-payment fees and options for refinancing or renewing the loan, if applicable. Loan terms are determined solely by the lender based on their policies and applicable law.At Loan Till Payday Online, our goal is to provide a seamless connection between consumers and lenders, helping you find the financial solution that fits your needs. Please remember to review all loan terms carefully and only accept loans that you can afford to repay.
305 Erie Blvd W, Rome, NY 13440, United States -
Radley & Rheinhardt
● OpenWelcome to Radley & Rheinhardt, your trusted elder law and estate planning attorneys located at 85 Otsego Street, Ilion, New York. We specialize in helping you prepare for the future, ensuring your health, financial well-being, and living environment are secured for you and your loved ones. Elder law allows you to dictate how your care, assets, and living situation will be managed if you become unable to make decisions for yourself. Our dedicated team, led by experienced attorneys Jeff and Chris, is committed to serving your needs with honesty, integrity, and results. At Radley & Rheinhardt, we understand that elder law can be complex and ever-changing. That's why we're here to make your experience as straightforward as possible. Whether you're looking to protect your assets, set up a living trust, or create a comprehensive estate plan, we are here to provide the best care and professionalism possible. Our goal is to ease the burden of potential hardships and ensure your wishes are honored.
85 Otsego Street, Ilion, New York 13357, United States -
Rheinhardt and Bray, P.C.
● OpenWelcome to Rheinhardt and Bray, P.C., your trusted elder law and estate planning attorneys located at 85 Otsego Street, Ilion, New York. Our dedicated team is here to help you plan for the future, ensuring the well-being of you and your loved ones in terms of health, finances, and living arrangements. Specializing in elder law, we guide you through the complexities of planning your care and managing your assets, providing peace of mind for whatever the future may hold. At Rheinhardt and Bray, P.C., we pride ourselves on our commitment to honesty, integrity, and delivering results. Our experienced attorneys, Jeff and Chris, are well-versed in elder law and are dedicated to making your experience as seamless as possible. Whether you're considering setting up a living trust, protecting your assets, or planning for future hardships, we offer the expertise and personalized service you need.
85 Otsego Street, Ilion, New York 13357, United States
- Hospital
- Clinic
- Oncologist
- Medical clinic
- Health insurance companies
- Life insurance companies
- Financial consulting
- Financial advisor
- Tax advisor
- Car insurance companies
- Home insurance companies
- Law company
- Tax consultant
- Tax preparation services
- Payday loans
- personal financial planning in Carthage
- personal financial planning in Ilion
- personal financial planning in New Hartford
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos