The 30 Best Retirement planning services in Baldwin, New York

Leigh Baldwin & Co., Advisory Services is a finance institution located at 100 East Seneca Street in Manlius, New York, United States. Our team specializes in helping clients determine their financial goals and develop strategies to achieve them, whether for the short or long term. We assist with retirement planning, ensuring our clients have enough saved to live comfortably in retirement. Our comprehensive financial planning services also include investment management and insurance products to protect against unexpected life events. As an SEC registered RIA since 2008, Leigh Baldwin & Co. manages over $179 million in discretionary assets as of 1/17/23. Our motto is "You do the dreaming, we'll do the math." Please note that all investments carry risks and are not guaranteed by Leigh Baldwin & Co. We provide stock quotes, commentary, and opinions for informational purposes only. Contact us today for personalized financial advice tailored to your needs and risk tolerance.

Financial Service Partners, located at 900 Jefferson Road in Rochester, New York, is a finance institution that brings together a team of highly qualified and experienced professionals. We offer a "one stop financial service" approach, providing our clients with a network of financial partners to choose from based on their individual needs and goals. Our priority is building high quality relationships with our valued clients. Leigh Baldwin & Co., LLC is registered to conduct business in a wide range of states, including AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Julian J. Ruiz, Jr is registered to conduct business in NY, PA, and FL.

Baldwin Financial Services Inc is a reputable finance institution located at 1286 Grand Avenue in Baldwin, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.

Leigh Baldwin & Co LLC of Utica is a reputable finance institution located at 1 Hopper Street in Utica, New York, United States. With a strong focus on providing top-notch financial services, Leigh Baldwin & Co LLC offers personalized investment strategies and guidance to help clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, or other financial instruments, the experienced team at Leigh Baldwin & Co LLC is dedicated to helping you make informed decisions and secure your financial future.

Double L Professional Services, LLC is a reputable accounting and finance institution located at 2699 Wilddale Road in Baldwin, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Whether you are an individual or a business owner, Double L Professional Services, LLC is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.

Welcome to Leigh Baldwin & Co – Your Trusted Financial Partner in Cazenovia Located in the heart of Cazenovia, New York, at 112 Albany Street, Leigh Baldwin & Co is a premier financial services firm committed to helping you achieve your financial goals. With years of experience in the finance industry, our dedicated team provides personalized investment advice, wealth management, and comprehensive financial planning services tailored to meet the unique needs of each client.

KeyBank is a well-established financial institution located at 12 Tomahawk Street in Baldwin Place, New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Customers can also access their accounts and conduct transactions conveniently at the on-site ATM. With a reputation for excellent customer service and a commitment to helping individuals and businesses achieve their financial goals, KeyBank is a trusted institution in the community.

Farmers Insurance - Jason Bolognini is your local insurance agency located at 789 Foxhurst Road in Baldwin, New York. As a Farmers® agent, Jason Bolognini helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Jason is there to provide personalized and straightforward assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance has been a trusted provider of insurance products. Get a quote for comprehensive coverage, collision coverage, deductibles, medical payments, and more. Protect your most valuable possessions with home insurance, renters insurance, life insurance, or condo insurance. For small businesses, Farmers Insurance offers customizable insurance packages to reduce risk and protect investments. Outdoor enthusiasts can also find flexible coverage options for motorcycles, boats, ATVs, and more. With Farmers Insurance and Financial Services, you can build a solid financial plan for a secure future. Contact Jason Bolognini at Farmers Insurance to discuss your insurance needs and reach your goals.

Jacqueline Gallagher / Golden Rule Senior Advisors is a reputable insurance agency located at 12 Baldwin Lane in Mahopac, New York, United States. Specializing in providing comprehensive insurance solutions for seniors, the institution is dedicated to upholding the golden rule in all aspects of their services. With a team of experienced advisors, they offer personalized guidance and support to help clients make informed decisions about their insurance needs. Whether it's health insurance, life insurance, or retirement planning, Jacqueline Gallagher / Golden Rule Senior Advisors is committed to ensuring the well-being and financial security of their clients.

Prudential Insurance Co is a reputable insurance agency located at 1933 Grand Avenue in Baldwin, New York, United States. With a long history of providing reliable insurance products and services, Prudential is committed to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for life insurance, health insurance, or retirement planning solutions, Prudential Insurance Co offers a range of options to meet your needs. Trust in Prudential to provide you with the coverage and peace of mind you deserve.

PHP Agency NY is a leading finance and insurance agency located at 2300 Grand Avenue in Baldwin, New York. Our team of experienced professionals is dedicated to helping clients achieve financial security and peace of mind through comprehensive insurance solutions. With a focus on customer service and personalized guidance, we strive to empower individuals and families to make informed decisions about their financial future. Contact us today to learn more about our range of services and how we can help you protect what matters most.

Commercial Office Liquidations is the #1 provider of office liquidation, decommissioning, and FF&E services in the New York Tri-State Area. Located at 958 Church Street in Baldwin, New York, our experienced team caters to clients in NY, NJ, and CT who are looking to transition out of their current office space for various reasons. With over 10 years of combined experience, we offer a full suite of office furniture services including storage, recycling, demolition, and more. Our team works closely with each client to develop a tailored plan based on their specific needs and goals, ensuring utmost client satisfaction.

MEB Tax & Accounting is a professional accounting and finance institution located at 23 Meadow Park Road in Baldwin Place, New York, United States. We specialize in providing expert tax services, financial planning, and accounting solutions for individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the financial world and achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, MEB Tax & Accounting is here to help. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

H&R Block is a renowned accounting and finance institution located at 670 Sunrise Highway in Baldwin, New York, United States. With a team of expert 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 top-notch assistance to help you achieve your financial goals. Trust H&R Block for all your accounting and finance needs.

Gonzalez Agency Corp - Ogilda Gonzalez is a reputable accounting and finance institution located at 1856 Grand Avenue in Baldwin, New York. With a strong focus on providing top-notch financial services, this establishment is known for its expert advice and personalized solutions tailored to meet the unique needs of each client. Whether you are an individual looking for tax preparation services or a business in need of financial planning assistance, Gonzalez Agency Corp - Ogilda Gonzalez is here to help you navigate the complexities of the financial world with ease and confidence. Trustworthy, reliable, and committed to excellence, this institution is your go-to destination for all your accounting and finance needs.

JFD Ltd is a leading financial services institution located at 16 Baldwin Boulevard in Bayville, New York, United States. With a focus on providing expert investment advice and personalized financial solutions, JFD Ltd caters to a diverse clientele seeking to grow and protect their wealth. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and sound investment strategies. Whether you are a seasoned investor or just starting out, JFD Ltd is committed to guiding you towards a secure financial future.

Town of Hempstead Credit Union is a trusted financial institution located at 1830 Grand Avenue in Baldwin, New York. As a member-owned cooperative, our focus is on providing personalized banking services and competitive rates to our members. Whether you're looking for a savings account, loan, or financial advice, our team of friendly professionals is here to help. Join us and experience the convenience and community-focused approach that sets us apart from traditional banks.

Welcome to The Sovik Group, your trusted partner for comprehensive health and insurance solutions in Cazenovia, New York. Located at 9 Albany Street, The Sovik Group is dedicated to providing personalized financial services that cater to your unique needs. Founded by Charlie Sovik in 2007, our agency specializes in Health, Life, Disability, and Medicare Insurance alongside a range of investment programs. With over three decades of experience in the financial sector, Charlie began his career in 1988 and has built a solid reputation as an independent financial representative, including 26 years with Leigh Baldwin & Co., LLC. As a 1989 graduate of St. Lawrence University with a major in Economics, Charlie brings a wealth of knowledge and expertise to the table. His commitment to fostering lasting relationships with clients and local business leaders throughout Central New York (CNY) is at the heart of our mission.