The 30 Best Retirement goal setting in New City, New York

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 Coast Professional, Inc., your trusted partner in financial solutions, conveniently located at 300 Gleed Avenue in the charming town of East Aurora, New York. At Coast Professional, we specialize in providing comprehensive financial services tailored to meet the unique needs of our clients. Our dedicated team of professionals is committed to delivering personalized and effective financial strategies that help individuals and businesses achieve their financial goals. With a strong emphasis on integrity and customer satisfaction, we pride ourselves on building lasting relationships with our clients. Whether you need assistance with debt recovery, financial planning, or any other financial service, Coast Professional, Inc. is here to guide you every step of the way. Explore our range of services and discover how we can assist you in navigating the complexities of the financial world with confidence and ease. Visit us today and experience the exceptional service and expertise that sets us apart.

Welcome to Burning Fitness Personal Training, your go-to destination for personalized fitness in Buffalo, NY. Conveniently located at 1048 Niagara Street, our spacious gym provides the perfect setting for your health journey. We specialize in semi-private personal training sessions, ensuring that you receive focused, one-on-one attention from our NASM certified trainers, all at an affordable price. At Burning Fitness, we believe in crafting workouts that are as unique as you are. After a comprehensive assessment and intake process, our expert trainers develop a personalized fitness program tailored to your specific goals—whether that's shedding pounds, building muscle, enhancing performance, or improving balance, flexibility, and overall wellness. With us, you'll spend less time at the gym while achieving the results you desire.

Welcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services. Conveniently located at 24-35 77th Street, Queens, New York 11370, we specialize in crafting personalized strategies to meet the unique needs of individuals and families. As leaders in the field, we offer a wide range of services, including domestic and international estate planning, taxation, wealth succession planning, business organization and succession, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Our firm understands the importance of preserving your assets and ensuring your wishes are honored. Proper estate planning allows you to control the distribution of your assets during your lifetime and after, potentially saving you and your estate thousands of dollars. By minimizing taxes, maintaining privacy, and protecting your loved ones from creditors, effective estate planning helps you avoid the complexities of probate court.

Welcome to Estate Planning Attorney Queens, your trusted partner for comprehensive estate planning services located at 56-30 186th Street, Queens, New York 11365. As leaders in the field, we specialize in providing a unique and personalized approach to meet the estate planning needs of individuals and families. Our firm offers a wide range of services, including domestic and international estate planning, taxation and wealth succession planning, business organization and succession planning, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Estate planning is a crucial legal process aimed at preserving and managing your assets during your lifetime and ensuring their distribution according to your wishes after your passing. A well-executed estate plan can save you and your estate significant amounts of money and ensure your final wishes are honored. Our expert attorneys will guide you through the process, allowing you to control what happens to your assets both now and in the future, rather than relying on state laws of inheritance.

Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.

Welcome to Trick9 Fitness, your ultimate destination for personalized health and fitness training in New York! Conveniently located at 615 Englewood Avenue, New York, 14223, Trick9 Fitness specializes in providing a unique and tailored approach to personal training that caters to individuals who might not see themselves as your average "gym person." At Trick9 Fitness, we understand that embarking on a fitness journey can be daunting, whether you're a complete beginner or looking to improve your current routine. That's why Patrick Morrissey, our highly experienced and personable trainer, is here to guide you every step of the way. Patrick specializes in working with clients from all backgrounds, including those with specific physical challenges or those recovering from injuries, ensuring that everyone receives the attention and care they deserve.

Morgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.

Welcome to Glouzgal Law PLLC Located at 734 County Highway 33 in the picturesque village of Cooperstown, New York, Glouzgal Law PLLC is your trusted legal partner for estate planning and real estate matters in both Connecticut and New York. Our dedicated team of experienced attorneys is committed to providing personalized legal services that cater to your unique needs and goals.

Welcome to Strong University, your premier destination for health and fitness located at 386 Furrows Road, Holbrook, New York 11741. We specialize in Strength Training, Sports Performance, and Personal Training, offering you the tools for a lifetime of sustainable fitness. Our unique training programs guarantee 50% better results in half the time of typical exercise regimens, focusing on measurable outcomes such as weight loss, inch loss, and improved well-being. Our innovative 30-minute sessions, conducted 2-3 times per week, utilize the Quality Repetition 3-1-5 method. This approach maximizes time under tension, ensuring maximum results with efficient workouts. Led by Coach Mastro, a veteran with over 35 years of experience in strength and conditioning, our team of expert trainers is committed to helping you achieve your fitness goals.

Welcome to Mackenzie Marie Crawford: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions, conveniently located at 1326 New Seneca Turnpike, Skaneateles, New York. Our mission is to empower individuals and families in our community by providing comprehensive financial services tailored to meet your unique needs. At Mackenzie Marie Crawford: Primerica, we specialize in a range of services including life insurance, investment strategies, debt management, and retirement planning. Our dedicated team of professionals is committed to guiding you towards financial security and independence with personalized advice and innovative solutions.

Welcome to Worth Asset Brokerage, your trusted partner in financial success, conveniently located at 2085 Dryden Road, Freeville, New York. Specializing in comprehensive financial services, we are dedicated to helping individuals and businesses achieve their financial goals with confidence and precision. At Worth Asset Brokerage, we understand that navigating the financial landscape can be complex and challenging. That's why our team of experienced professionals is committed to providing personalized solutions tailored to meet your unique needs. Whether you're looking to grow your investment portfolio, plan for retirement, or manage your business finances, we offer expert guidance and innovative strategies to help you make informed decisions.

Welcome to Joseph L Ferri - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 184 Front Street, Owego, New York 13827. At our practice, we are committed to providing personalized financial advice and solutions tailored to meet the unique needs of our clients. With a robust suite of certifications and designations, our expertise spans a wide range of financial disciplines. Our team holds advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), Accredited Estate Planner® (AEP®), and many more. These credentials reflect our dedication to maintaining the highest standards of ethics and professionalism, ensuring that our clients receive knowledgeable and trustworthy guidance.

Welcome to GWH Wealth Advisors, LLP, your trusted partner in financial excellence located at 176 Main Street, Owego, New York. At GWH Wealth Advisors, we specialize in providing personalized financial planning and investment management services tailored to meet the unique needs of our clients. Our experienced team is dedicated to guiding you through every step of your financial journey, ensuring your goals and aspirations are met with precision and care. Whether you're planning for retirement, seeking investment strategies, or looking to secure your financial future, GWH Wealth Advisors is here to help. We pride ourselves on our commitment to transparency, integrity, and exceptional customer service. Visit us today to discover how we can assist you in achieving financial success and peace of mind. Let GWH Wealth Advisors, LLP be your partner in navigating the complexities of the financial world.

Welcome to Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC Located at 184 Front Street, Owego, New York, Paul J Miosi offers expert financial advisory services tailored to meet the diverse needs of individuals, retirees, small business owners, and families. Our commitment to excellence is backed by a robust portfolio of certifications and designations, ensuring our clients receive top-tier financial guidance.

Welcome to Citizens, your trusted financial partner located at 3524 West Genesee Street, Syracuse, New York. Conveniently situated in the heart of the community, we are dedicated to providing you with exceptional banking and financial services. Whether you're looking to manage your daily transactions at our ATM, explore personal and business banking options, or seek expert financial advice, our team of professionals is here to assist you every step of the way. At Citizens, we prioritize your financial well-being and strive to offer tailored solutions to meet your unique needs. Visit us today and experience the commitment to excellence that sets us apart in the banking and finance industry.

Welcome to Secny Federal Credit Union, your trusted financial partner located in the heart of Fairmount, New York. At Secny FCU, we are dedicated to providing personalized and comprehensive financial services to help you achieve your financial goals. Our member-focused approach ensures that you receive the highest level of service, whether you're opening a savings account, applying for a loan, or seeking financial advice. As a member-owned financial institution, we prioritize your needs and work diligently to offer competitive rates, low fees, and a wide range of products tailored to meet your unique requirements. Our friendly and knowledgeable staff are here to assist you every step of the way, ensuring a seamless and rewarding banking experience.

Welcome 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.

Welcome 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.

Welcome to Edward Jones - Financial Advisor: Adam Bruculere, CFP®, your trusted partner in Cortland, New York, for all your financial planning needs. Conveniently located at 3658 The Park, we specialize in providing personalized financial advice and strategies to help you achieve your financial goals. At Edward Jones, we are committed to safeguarding your personal information. To learn more about how we collect, use, and protect your data, please visit our Privacy and Security page. Our comprehensive approach ensures that the information we gather is utilized to deliver tailored services, relevant content, and exclusive offers, enhancing your digital experience with us.

Welcome to Edward Jones - Financial Advisor: Tyler J Krowiak, your trusted partner in financial planning and investment management, located at 3 North Main Street, Homer, New York 13077. At Edward Jones, we are committed to helping you achieve your financial goals through personalized services and expert guidance. With a focus on understanding your unique needs, Tyler J Krowiak and the team are here to assist you in planning your financial future. Whether you're just starting out or looking to refine your strategy, our Starting Point tool can help you take the first steps towards financial success. Additionally, our "My Priorities" quiz is designed to help you identify and prioritize your financial goals, forming the foundation of a comprehensive financial strategy tailored just for you.

Welcome to Mayflower Capital, LLC, your trusted partner in financial success. Conveniently located at 72 South Main Street, Homer, New York, we are committed to providing personalized financial services tailored to meet your unique needs. Our team of experienced professionals specializes in a wide range of financial solutions, including investment management, retirement planning, and wealth advisory services. At Mayflower Capital, we pride ourselves on our client-focused approach, ensuring that every strategy we develop aligns with your financial goals and aspirations. Whether you're planning for the future, managing existing wealth, or navigating complex financial landscapes, Mayflower Capital is here to guide you every step of the way. Visit us today and discover how we can help you achieve financial peace of mind.

Welcome to Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We are dedicated to providing personalized financial services to help you achieve your financial goals with confidence. As a trusted advisor, Kimberly H Cawley brings a wealth of knowledge and expertise, supported by numerous prestigious certifications that underscore a commitment to excellence in financial planning. Kimberly holds the AAMS™ certification, which ensures adherence to a code of ethics and a comprehensive understanding of asset management tailored to individual needs. With a focus on real-world applications, Kimberly is qualified to guide you through asset allocation, investment strategies, estate planning, and more.

Welcome to Tracy Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. Our mission is to help you achieve your financial goals, whether they involve retirement planning, education funding, or purchasing a second home. At Ameriprise, we start by focusing on what matters most to you. Our personalized approach includes investment, asset allocation, and portfolio recommendations tailored to your unique goals and risk tolerance. We’ll work together to document your objectives, regularly review your progress, and adjust your strategy as life evolves. With secure access from any device, you can track your investments and progress at any time.

Welcome to Edward Jones - Financial Advisor: Jason D Cicioni, CFP®, your trusted partner in planning and securing your financial future. Conveniently located at 21 Main Street, Cortland, New York, our office is dedicated to providing personalized financial advice and services tailored to meet your unique needs and goals. At Edward Jones, we prioritize your financial well-being and are committed to helping you make informed decisions. Our Starting Point tool is designed to guide you through the initial steps of financial planning, while our "My Priorities" quiz assists in identifying your financial objectives, a critical component in developing a comprehensive financial strategy.

Welcome to Robert E Bittner - Financial Advisor, Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York. We specialize in providing personalized financial advice tailored to your unique goals and risk tolerance. Whether you're planning for retirement, saving for education, or considering a major purchase like a second home, we're here to guide you every step of the way. Our approach begins with understanding what's most important to you. We offer investment, asset allocation, and portfolio recommendations designed to align with your objectives. Through regular meetings, we review and analyze your progress, updating your strategy as life evolves to ensure you stay on track.

Welcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.

Welcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.

Welcome to Bombard Cavanaugh Financial Group of Wells Fargo Advisors, your trusted partner in navigating the financial landscape. Conveniently located at 500 Plum Street, Syracuse, New York, our team is dedicated to providing personalized financial strategies tailored to meet your unique goals and aspirations. As part of the esteemed Wells Fargo Advisors network, we bring a wealth of experience and a commitment to excellence, ensuring you receive the highest standard of service and guidance. Whether you're planning for retirement, managing investments, or seeking comprehensive wealth management solutions, our experts are here to support you every step of the way. Discover the difference with Bombard Cavanaugh Financial Group, where your financial future is our priority. Visit us today to start your journey towards financial success.

Welcome to Tracy Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3504 James Street, Syracuse, New York. Our mission is to help you navigate your financial journey with confidence and clarity. At Tracy Buisch's practice, we understand that every financial situation is unique. That's why we begin with a complimentary initial consultation to discuss what matters most to you. This session provides an overview of essential financial planning concepts, setting a foundation for your financial future. Please note that while this consultation offers valuable insights, it does not include written analysis or specific recommendations.