Retirement and tax strategies in Oswego, NY
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Allstate Personal Financial Representative: Dennis Murphy
● ClosedAllstate Personal Financial Representative: Dennis Murphy is a finance and insurance agency located at 27 Gregory Street in Oswego, New York, United States. Dennis Murphy is a trusted representative who helps individuals and families with their financial planning and insurance needs. With a focus on personalized service and attention to detail, Dennis Murphy provides expert guidance to help clients secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Dennis Murphy is dedicated to helping you achieve your financial goals. Contact him today to schedule a consultation and start building a secure financial foundation.
27 Gregory St, Oswego, NY 13126, United States -
Wealth Enhancement Group
● ClosedWealth Enhancement Group is a leading finance institution located at 106 West Utica Street in Oswego, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Visit us today to learn more about how Wealth Enhancement Group can help you secure your financial future.
106 W Utica St Suite A, Oswego, NY 13126, United States -
Stout Financial Network LLC
● ClosedStout Financial Network LLC is a reputable finance institution located at 7824 New York 104 in Oswego, New York, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and strategic financial planning, Stout Financial Network LLC is a trusted partner for individuals and businesses seeking expert financial advice and guidance.
7824 NY 104, Oswego, NY 13126, United States -
Steven Patton - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSteven Patton is a financial advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. Steven holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Steven's expertise in various financial areas such as asset management, retirement planning, estate planning, and investment strategies. Steven is dedicated to providing comprehensive and personalized financial advice to his clients, including veterans and military personnel.
7672 Oswego Rd, Liverpool, NY 13090, United States -
John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management located conveniently at 7672 Oswego Road, New York 13090, United States. At our firm, we understand that each client's financial journey is unique, and we are committed to providing personalized financial advice to help you achieve your goals. Our team is equipped with a wide array of certifications and expertise to address diverse financial needs. With the Accredited Asset Management Specialist (AAMS™) certification, we adhere to a code of ethics and apply investment concepts to real-world asset management scenarios, covering topics such as asset allocation, investment strategies, and estate planning. Additionally, our Accredited Domestic Partnership Advisor (ADPA™) designation ensures we are well-versed in wealth transfers, federal taxation, and planning for domestic partners.
7672 Oswego Road, New York 13090, United States -
James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of personal finance. Located at 7672 Oswego Road, New York 13090, our firm is dedicated to providing comprehensive financial planning and advisory services tailored to meet the unique needs of each client. At James Frash, we pride ourselves on our extensive knowledge and expertise in the financial industry, underscored by a suite of prestigious certifications and designations. Our commitment to excellence is reflected in the diverse range of qualifications held by our team, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, each representing a high standard of proficiency in various aspects of wealth management, estate planning, investment strategies, and fiduciary practices.
7672 Oswego Road, New York 13090, United States
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