Personalized wealth management strategies in Rome, New York
12 results found
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Rome Income Tax Services
● ClosedRome Income Tax Services is a reputable accounting and finance institution located at 401 South James Street in Rome, New York, United States. Our team of experienced professionals provides a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. With our dedication to accuracy and efficiency, we strive to help our clients navigate the complexities of the tax system and maximize their financial success. Trust Rome Income Tax Services for all your tax and financial needs.
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The Cashman
● ClosedThe Cashman is a multi-faceted institution located at 403 West Dominick Street in Rome, New York. As a finance institution, we offer a range of financial services to meet our customers' needs. In addition, we also operate as a jewelry store, providing a stunning selection of high-quality jewelry pieces for every occasion. Our store is stocked with a variety of items, from precious gemstones to elegant watches. Visit us at The Cashman for all your financial and jewelry needs.
403 W Dominick St, Rome, NY 13440, United StatesAdvertisements -
Michelle Shauger: Primerica - Financial Services
● ClosedMichelle 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.
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Jonathan Griggs, Financial Professional - New York Life
● OpenJonathan Griggs, Financial Professional at New York Life, is a trusted finance and insurance agency located at 830 Black River Boulevard North in Rome, New York. With years of experience in the industry, Jonathan Griggs offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for insurance coverage or investment opportunities, Jonathan Griggs is dedicated to providing top-notch service and guidance. Contact them today to schedule a consultation and take the first step towards securing your financial future.
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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 StatesAdvertisements -
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 StatesAdvertisements -
H&R Block
● ClosedH&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.
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Savicki Capital, LLC - Financial Advisor: Randy Savicki
● ClosedSavicki 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.
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David A. Huhtala - Wilmington Advisors @ M&T
● ClosedDavid 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.
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Fran Fiumara Income Tax Services
● ClosedFran 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 StatesAdvertisements -
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 StatesAdvertisements -
Rheinhardt and Bray, P.C.
● ClosedWelcome 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.
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