Retirement planning services in Salina, New York
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Noah Zakrajsek, Bankers Life Agent
Noah Zakrajsek, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. As a representative of Bankers Life, Noah Zakrajsek provides a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored insurance solutions, Noah Zakrajsek is dedicated to helping clients find the right coverage to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Noah Zakrajsek, Bankers Life Agent is here to help you navigate the complexities of insurance and secure your financial well-being.
William Marilley, Bankers Life Agent and Bankers Life Securities Financial Representative
William Marilley, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York, United States. The institution offers a wide range of insurance and financial services to meet the needs of their clients. With a team of experienced professionals including Leonard Babcock, Mark Banac, Jeanne Bernhardt, and many others, they are dedicated to providing personalized solutions for individuals and families. Whether you are looking for insurance coverage or investment advice, William Marilley, Bankers Life Agent and Bankers Life Securities Financial Representative is committed to helping you achieve your financial goals.
Nicole Addicott, Bankers Life Agent
Nicole Addicott, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. As a representative of Bankers Life, Nicole Addicott offers a variety of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and comprehensive coverage, Nicole Addicott strives to help clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Nicole Addicott, Bankers Life Agent is dedicated to helping you find the right solutions for your unique needs. Contact them today to learn more about how they can assist you with your insurance needs.
Jeannine Stanescu, Bankers Life Agent
Jeannine Stanescu, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. As a trusted agent with Bankers Life, Jeannine Stanescu provides personalized insurance solutions to help clients protect their financial future. With a focus on customer service and expertise in the insurance industry, Jeannine Stanescu is dedicated to helping individuals and families find the right insurance coverage for their needs. Contact Jeannine Stanescu, Bankers Life Agent today to discuss your insurance options and start planning for a secure tomorrow.
Kane Jordan, Bankers Life Agent
Kane Jordan, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. Specializing in life insurance, our knowledgeable agents are dedicated to helping individuals and families secure their financial future. With a focus on personalized service and tailored insurance solutions, we strive to provide peace of mind and protection for our clients. Contact us today to learn more about our services and how we can assist you in planning for the unexpected.
Mark Banac, Bankers Life Agent and Bankers Life Securities Financial Representative
Mark Banac, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. Our team of agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Mark Banac can help you navigate the complexities of Medicare and compare Medicare Advantage plans to find the right coverage for your needs. Medicare Advantage Plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage and an annual maximum out of pocket limit.
Dusckas Advisory Group Llc
Dusckas Advisory Group LLC is a finance institution located at 231 Salina Meadows Parkway in Syracuse, New York, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, financial planning, retirement planning, and more. Their goal is to help clients achieve their financial goals and secure their financial future. Visit Dusckas Advisory Group LLC for personalized financial guidance and expert advice.
Merrill Lynch Financial Advisor Richard L Neal
Merrill Lynch Financial Advisor Richard L Neal, located at 205 South Salina Street in Syracuse, New York, provides wealth management and investment advice to individuals and families, as well as consulting and advisory services to nonprofit organizations and institutional clients. Rick Neal, with over 40 years of experience, holds certifications as a Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). He offers personalized investment strategies and portfolio management services, tailored to each client's goals and objectives. With a commitment to community service, Rick has served on various advisory boards and is dedicated to helping clients achieve financial success through a personalized approach. His focus is on understanding each client's unique needs and priorities, and designing a financial plan to help them reach their goals. By staying informed about changes in the market and in their clients' lives, Rick ensures that their financial approach remains aligned with their objectives. Contact Merrill Lynch Financial Advisor Richard L Neal for personalized investment strategies and comprehensive financial solutions.
Merrill Lynch Financial Advisor David Towers
Merrill Lynch Financial Advisor David Towers is located at 205 South Salina Street in Syracuse, New York, United States. As a finance institution, we provide personalized financial advice and guidance to help you develop a customized financial strategy based on your risk tolerance, time horizon, and liquidity needs. Our team of experienced professionals at Merrill Lynch Wealth Management is dedicated to building strong client relationships built on trust and personalized service. At our institution, we focus on what matters most to you - your family, goals, and priorities. We start every relationship with a conversation to identify and prioritize your financial goals, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial approach to help you pursue your goals.
Merrill Lynch Financial Advisor Lisa Germain
Merrill Lynch Financial Advisor Lisa Germain, located at 205 South Salina Street in Syracuse, New York, is a seasoned and savvy financial advisor with over twenty-five years of experience in the finance industry. Lisa was hired by Merrill in 1991 for her strong character and determination, traits she continues to apply on behalf of her clients today. She is highly credentialed, holding the Chartered Retirement Planning CounselorSM (CRPC®) designation and has completed advanced industry training at Cornell University. Lisa's personalized approach to financial planning helps clients pursue their objectives by managing custom investment strategies tailored to their specific needs. She is actively involved in the Syracuse community, serving on the leadership committee of the Merrill Lynch Women’s Exchange and participating in local philanthropic activities. Lisa and her team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. With the global resources of Merrill behind them, they strive to help clients achieve their financial goals and navigate the complexities of the financial world.
Merrill Lynch Financial Advisor Peter J Simmonds
Merrill Lynch Financial Advisor Peter J Simmonds is a reputable financial institution located at 205 South Salina Street in Syracuse, New York. Specializing in finance, the institution offers expert advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Peter J Simmonds and his team provide tailored solutions to meet the unique needs of each individual or business. Trustworthy and experienced, Merrill Lynch Financial Advisor Peter J Simmonds is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Peter Bertone
Edward Jones - Financial Advisor: Peter Bertone is a trusted financial institution located at 9 Salina Street in Baldwinsville, New York. As a finance institution, they offer a wide range of services to help individuals and businesses achieve their financial goals. Peter Bertone, the dedicated financial advisor at this location, is committed to providing personalized and tailored financial advice to each client. With years of experience in the industry, Peter Bertone and his team strive to help clients make informed decisions about their finances and investments. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Peter Bertone is here to help you every step of the way.
Dean Boucounis CHFC CLU
Dean Boucounis CHFC CLU is a renowned finance institution located at 231 Salina Meadows Parkway in Syracuse, New York, United States. Specializing in financial planning and wealth management, the institution is led by Dean Boucounis, a Certified Financial Planner (CHFC) and Chartered Life Underwriter (CLU). With a strong commitment to providing personalized financial solutions, Dean Boucounis CHFC CLU offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Dean Boucounis CHFC CLU is dedicated to helping you navigate the complex world of finance with confidence and clarity.
Edward Jones - Financial Advisor: Jim Henty, AAMS™
Edward Jones - Financial Advisor: Jim Henty, AAMS™ is a reputable finance institution located at 916 Old Liverpool Road in Salina, New York, United States. With a focus on providing personalized financial advice and services, Jim Henty, a designated Accredited Asset Management Specialist (AAMS™), offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, Edward Jones - Financial Advisor: Jim Henty, AAMS™ is dedicated to providing tailored solutions to meet your individual needs. Trust in their expertise and experience to help secure your financial future.
Edward Jones - Financial Advisor: Justin Henty
Edward Jones - Financial Advisor: Justin Henty is a trusted financial institution located at 916 Old Liverpool Road in Salina, New York, United States. Specializing in personalized financial planning and investment management, Justin Henty and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services tailored to each individual's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Justin Henty is committed to providing expert guidance and support every step of the way. Contact Edward Jones - Financial Advisor: Justin Henty today to start planning for a secure financial future.
Frank Weiss, Bankers Life Agent and Bankers Life Securities Financial Representative
Frank Weiss is a trusted Bankers Life Agent and Bankers Life Securities Financial Representative located at 231 Salina Meadows Parkway in Syracuse, New York. As an insurance agency, Frank Weiss specializes in providing personalized insurance and financial solutions to meet the unique needs of each client. With a commitment to excellence and a focus on customer service, Frank Weiss is dedicated to helping individuals and families secure their financial future. Contact Frank Weiss today to learn more about how they can assist you with your insurance and financial planning needs.
Sue Izyk, Bankers Life Agent and Bankers Life Securities Financial Representative
Sue Izyk, Bankers Life Agent and Bankers Life Securities Financial Representative is a reputable insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York, United States. Susan Izyk, the financial advisor, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Sue Izyk can help you find the right coverage that suits your needs. With the rising costs of healthcare and the importance of long-term care planning, it is crucial to start preparing for the future. Contact Sue Izyk today to begin planning your next steps towards financial security.
Theresa Galloway, Bankers Life Agent
Welcome to Theresa Galloway, Bankers Life Agent – your trusted insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York. With a commitment to providing personalized service and comprehensive insurance solutions, Theresa Galloway is dedicated to helping you secure your financial future. Specializing in life insurance, health insurance, and retirement planning, we offer a range of products tailored to meet your unique needs and goals. Our experienced team is here to guide you through the complexities of the insurance landscape, ensuring you have the coverage and peace of mind you deserve. Visit us today and discover how we can assist you in safeguarding your future.
Daniel Watkins, Bankers Life Agent
Welcome to Daniel Watkins, Bankers Life Agent, your trusted insurance agency located in the heart of Syracuse, New York. Situated at 231 Salina Meadows Parkway, our agency is dedicated to providing personalized insurance solutions to meet your unique needs. With extensive experience in the industry, Daniel Watkins is committed to helping you protect what matters most — your family, your assets, and your future. At our agency, we specialize in a wide range of insurance products, including life insurance, health insurance, and retirement planning. We understand that navigating the world of insurance can be complex, which is why we take the time to explain your options and tailor our services to suit your individual situation. Our goal is to ensure you have peace of mind knowing you are well-covered and prepared for whatever life may bring.
Alexander Paschall, Bankers Life Agent
Welcome to Alexander Paschall, Bankers Life Agent, your trusted partner in financial and insurance solutions located at 231 Salina Meadows Parkway, Syracuse, New York. Our agency is dedicated to providing a comprehensive suite of insurance options tailored to meet your unique needs. We proudly offer core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Navigating the world of Medicare can be overwhelming, but we're here to help. Our knowledgeable agents can assist you in comparing Medicare Advantage plans, ensuring you find the right coverage that suits your lifestyle and healthcare needs.
Tompkins Community Bank
Welcome to Tompkins Community Bank, your trusted financial partner located in the heart of Syracuse at 400 South Salina Street, New York. We are dedicated to providing personalized banking solutions tailored to meet the unique needs of our community. As a full-service financial institution, we offer a wide range of services including personal and business banking, loans, mortgages, and investment options. Our team of experienced professionals is committed to delivering exceptional customer service and expert financial advice to help you achieve your financial goals. Whether you're looking to open a new account, secure a loan, or plan for your financial future, Tompkins Community Bank is here to support you every step of the way. Visit us today to experience the difference of community-focused banking.
Ryan Cummings, Bankers Life Agent
Welcome to Ryan Cummings, Bankers Life Agent, your trusted insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York. Our dedicated team is here to provide you with a comprehensive suite of insurance options tailored to meet your needs. We proudly offer core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, alongside a wide range of options from our esteemed partner carriers, including Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. Navigating Medicare can be complex, but our experienced agents are here to help you compare Medicare Advantage plans to find the perfect coverage for you. As life expectancies increase and healthcare expenses rise, planning for long-term care is essential. We're here to guide you in preparing for your future and discussing your options with loved ones.
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