The 30 Best Personalized wealth planning in Herkimer, New York

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Welcome to Herkimer History Volunteers Located at 406 North Main Street, Herkimer, New York, Herkimer History Volunteers is a unique blend of library, museum, and tourist attraction dedicated to preserving and sharing the rich history of Herkimer County. Our mission, since 1896, has been the discovery, collection, preservation, and publication of historical records and artifacts related to the area formerly known as Tryon and later Herkimer County.

Welcome to Allstate Personal Financial Representative: Leslie Shepardson, your trusted partner in navigating the complexities of finance and insurance. Conveniently located at 21 Herkimer Road in Utica, New York, our agency is dedicated to providing personalized financial solutions tailored to meet your unique needs. With a commitment to excellence and a client-first approach, Leslie Shepardson and the team offer a comprehensive range of services, including financial planning, investment advice, and a variety of insurance options to protect what matters most to you. Whether you're looking to secure your future, safeguard your assets, or plan for life's unexpected events, we are here to guide you every step of the way. Visit us today and experience the peace of mind that comes from working with knowledgeable professionals who care about your financial well-being.

Welcome to Allstate Personal Financial Representative: Cory Haggerty, your trusted partner in financial planning and insurance solutions located in the heart of Utica, New York. Situated at 21 Herkimer Road, our agency is committed to delivering personalized financial services and comprehensive insurance coverage to meet the unique needs of individuals and families in our community. With years of experience and a deep understanding of the financial landscape, Cory Haggerty and his team are dedicated to helping you secure your financial future. Whether you're seeking guidance on retirement planning, investment strategies, life insurance, or other financial services, we are here to provide expert advice and tailored solutions.

Welcome to Mike Fanelli Dental, located at 286 Genesee Street in The Dental Arts Office, Utica, New York. Dr. Mike Fanelli, a proud Utica native, has been serving the community with exceptional dental care since 1997. With a deep-rooted connection to the area and a passion for dentistry, Dr. Fanelli brings a wealth of experience and a personal touch to every patient he sees. Dr. Mike Fanelli graduated with honors from Utica College and earned his Doctorate of Dental Surgery from the prestigious Buffalo School of Dental Medicine, where he also served as class president. Committed to staying at the forefront of dental advancements, Dr. Fanelli has undergone extensive training, including specialized education in Implant Dentistry at the Zimmer Institute.

Welcome to Catherine Wintle's practice, located at 201 East State Street, Herkimer, New York. As a dedicated healthcare professional, Catherine Wintle brings a wealth of experience and compassion to her role as a family nurse practitioner. With a strong background that includes positions at Planned Parenthood Mohawk-Hudson and Bassett Hospital, Catherine is committed to providing exceptional care to her patients. Catherine's impressive academic journey began with an Associate in Applied Science in Nursing from St. Elizabeth College of Nursing in Utica, followed by the Nurse Practitioner Program at Community General Hospital in Syracuse. She further enhanced her expertise by earning a Bachelor of Science in Nursing at Utica College of Syracuse University and a Master of Science in Family Nurse Practitioner at the State University of New York Polytechnic Institute. As a proud member of the New York State Nurse Practitioner Association, Catherine stays at the forefront of advancements in healthcare.

Welcome to Kathleen L Godfrey Financial, your trusted partner in financial wellness located in the heart of Herkimer, New York. Situated at 152 North Main Street, our business is dedicated to enhancing your financial health and helping you achieve peace of mind. We understand that financial well-being is an integral part of overall health, and our expert team is here to guide you through every step of your financial journey. At Kathleen L Godfrey Financial, we offer a comprehensive range of services tailored to meet your unique needs. Whether you're planning for retirement, managing investments, or seeking advice on budgeting and saving, our personalized approach ensures you receive the support and guidance necessary to reach your financial goals.

Welcome to Sarah M. Brinski, Attorney At Law, your trusted legal partner located in the heart of Little Falls, New York. Situated at 31 North Ann Street, our general practice law firm is dedicated to providing comprehensive legal services tailored to meet your unique needs. With a focus on family law and divorce, wills and estates, real estate, business formation, and traffic tickets, we are here to guide you through life's legal challenges. At Sarah M. Brinski, Attorney At Law, we believe that the first step to achieving your desired outcome begins with understanding your specific circumstances. Through our deep knowledge of the law and your insights into your situation, we will collaboratively craft a path to success.

Welcome to Lewandrowski Lorraine, your trusted legal partner located in the heart of Herkimer, New York. Situated at 420 East German Street, we are proud to serve our community with professional legal services tailored to meet your unique needs. As a dedicated and experienced lawyer, Lewandrowski Lorraine is committed to providing personalized attention and expert guidance to help you navigate the complexities of the legal system. Whether you're dealing with family law, estate planning, or any other legal matter, we are here to offer compassionate support and effective solutions. Visit us today and discover how we can assist you with your legal challenges. Your peace of mind is our priority.

Welcome to Cecilia Fagan Polidori Law Firm, where dedicated legal expertise meets personalized service. Conveniently located at 109 Park Avenue, Herkimer, New York, our firm is committed to providing exceptional legal representation to individuals and businesses in the community. With a focus on understanding each client's unique needs, we offer a comprehensive range of legal services tailored to achieve the best possible outcomes. Whether you require assistance with family law, real estate transactions, estate planning, or any other legal matter, our experienced team is here to guide you through every step of the process. At Cecilia Fagan Polidori Law Firm, we pride ourselves on our client-first approach, ensuring that you receive the attention and support you deserve. Visit us today to discover how we can assist you with your legal needs.

Welcome to Harris-Courage, PLLC, your trusted partner in navigating the complex world of finance and law. Conveniently located at 219 North Prospect Street in the heart of Herkimer, New York, our firm is dedicated to providing exceptional legal and financial services tailored to meet your unique needs. At Harris-Courage, PLLC, we understand that financial and legal matters can often be daunting and intricate. Our team of experienced attorneys and financial experts is committed to guiding you through each step with professionalism, integrity, and personalized attention. Whether you require assistance with estate planning, tax law, business formation, or any other financial legal service, we are here to ensure your interests are protected and your goals are achieved.

Welcome to DHI/Treasurers Basement, your trusted partner in accounting and financial services located in the heart of Herkimer, New York. Situated at 108 Court Street, our office is dedicated to serving the financial needs of our community with precision and integrity. As a reputable local government office, we specialize in offering comprehensive accounting solutions, financial management, and advisory services tailored to meet the unique needs of both individuals and businesses. At DHI/Treasurers Basement, we pride ourselves on our commitment to transparency, accuracy, and customer satisfaction. Our team of experienced professionals is here to assist you with a wide range of services, including budgeting, financial reporting, tax preparation, and strategic financial planning. Whether you're a local resident seeking personal finance advice or a business owner looking to optimize your financial operations, we are here to provide expert guidance and support.

Welcome to Adirondack Bank, your trusted financial partner located at 214 North Washington Street, Herkimer, New York. We proudly serve the Herkimer community and surrounding areas, providing a comprehensive range of banking and financial services designed to meet your personal and business needs. As a locally-focused bank, we offer a personalized approach and are committed to helping our customers achieve their financial goals. Our services include personal and business banking, loans, mortgages, and convenient ATM access. Whether you're looking to open a checking account, secure a loan, or simply need expert financial advice, our friendly and knowledgeable staff is here to assist you every step of the way.

Welcome to Alex Taylor - M&T Financial Services, your trusted partner in financial success, located conveniently at 319 North Main Street, Herkimer, New York. As a premier finance business, we are dedicated to providing personalized financial solutions to meet your unique needs. Our expert team specializes in a wide range of services, including financial planning, investment management, retirement planning, and tax strategies. At Alex Taylor - M&T Financial Services, we pride ourselves on building long-lasting relationships with our clients, ensuring that your financial future is secure and prosperous. Whether you're an individual, a family, or a business, we are here to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence and ease.