The 30 Best Trusted advisor in Cortland, New York

20 results found

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 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 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 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 Cortland Bookkeeping & Tax Services, your trusted partner in accounting and finance located at 17-29 Main Street, Cortland, New York. We are dedicated to helping our clients navigate the complexities of financial management, ensuring compliance with reporting responsibilities, and planning for future success. Our services are designed to free you from the intricacies of bookkeeping and payroll, allowing you to focus on what truly matters—running your business and serving your customers. With our expertise, you can avoid payroll filing issues and manage day-to-day processing effortlessly by outsourcing your complex payroll tasks to us. We go beyond the numbers, providing deep analysis and strategic guidance that empowers you to make informed, smart business decisions. Whether you're balancing business success with personal time or planning for future business succession, we offer insights and solutions tailored to your specific needs.

Welcome to Equus Advisors / Accounting & Tax Professionals, your trusted partner in accounting and finance, located at 17 Main Street, Cortland, New York. We are committed to helping you understand your business, meet compliance reporting responsibilities, and plan for a prosperous future. Our comprehensive services are designed to streamline your financial tasks, allowing you to focus on what truly matters—running your business. Explore our online apps to seamlessly conduct business with us and watch our short video tutorials to learn how to upload tax documents and access your tax returns via Onvio. Say goodbye to payroll filing issues by entrusting us with complex payroll management, and let us handle your bookkeeping so you can concentrate on delivering quality service to your clients.

Sean Davern - State Farm Insurance Agent is a reputable institution located at 2121 East Main Street in Rochester, New York, United States. As a health insurance agency, they offer personalized quotes for individuals seeking insurance coverage. With a team of experienced professionals, Sean Davern State Farm is dedicated to providing the Rochester community with reliable coverage for auto insurance, homeowners insurance, renters insurance, life insurance, and more. Sean Davern, a lifelong resident of Rochester and graduate of SUNY Cortland, has over 5 years of experience in the insurance industry. His office has been serving the community since 1970, offering expert guidance and support to ensure customers are properly covered. The team at Sean Davern State Farm is committed to helping customers prepare for life's unexpected events, offering a range of insurance and financial services.

Stewart Gubenko is a reputable accounting and finance institution located at 380 West Cortland Avenue in Oceanside, New York, United States. With a team of experienced professionals, Stewart Gubenko offers a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, the institution is dedicated to helping clients achieve their financial goals. Trust Stewart Gubenko for all your accounting and finance needs.

UpSkill Wealth Management is a premier finance and insurance agency located at 1 N Main St, Suite 301, Cortland, NY 13045, United States. Our mission is to empower individuals and businesses to achieve their financial goals through expert advice and tailored solutions. At UpSkill Wealth Management, we offer a comprehensive range of services including financial planning, investment management, retirement strategies, and insurance solutions. Our team of experienced professionals is dedicated to providing personalized service and strategic guidance to help you navigate the complexities of the financial world. Whether you are planning for retirement, seeking to grow your investments, or need insurance coverage, UpSkill Wealth Management is your trusted partner in financial success. Visit us today to discover how we can help you secure a prosperous future.

Welcome to M&T Bank in Cortland, New York! Conveniently located at 1091 New York 222, our branch is dedicated to serving the financial needs of the Cortland community. Whether you're looking to open a new checking or savings account, apply for a mortgage, or explore options for a home equity line of credit or auto loan, our friendly and knowledgeable personal bankers are here to assist you every step of the way. We pride ourselves on offering competitive terms and rates to fit your unique needs. For businesses, we provide a comprehensive suite of commercial and small business solutions. Whether you're starting, expanding, or managing your business, our M&T Business Banking Specialists are ready to help you navigate the financial landscape with tailored products and services.

Welcome to Schneider Financial LLC, your trusted partner in financial success, conveniently located at 17 Main Street, Cortland, New York 13045. We are a dedicated finance firm committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, we offer a comprehensive range of services including financial planning, investment management, tax preparation, and retirement planning. At Schneider Financial LLC, we pride ourselves on providing personalized solutions tailored to meet your unique needs. Our client-centric approach ensures that we understand your financial objectives and work diligently to help you navigate the complexities of the financial world. Whether you're planning for the future, managing your wealth, or seeking guidance on tax strategies, we are here to provide expert advice and support every step of the way.

Welcome to Paul Sypher - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 23 Main Street in the heart of Cortland, New York, we are dedicated to providing personalized financial strategies and comprehensive insurance solutions tailored to meet your unique needs. At Paul Sypher - Prudential Financial, we understand that financial planning and insurance decisions are crucial steps toward securing your and your family's future. Our team of experienced professionals is committed to delivering exceptional service and expert guidance, ensuring you have the confidence and peace of mind to achieve your financial goals.

Welcome to Prudential | Brett Vanantwerp | Life Insurance & Annuities, your trusted partner in securing your financial future. Located at 23 Main Street, Cortland, New York, we specialize in providing comprehensive life insurance and annuity solutions tailored to meet your unique needs. Our dedicated team is committed to helping you navigate the complexities of financial planning with ease and confidence. Whether you're looking to protect your family's future, plan for retirement, or invest wisely, we offer personalized strategies and expert advice to ensure peace of mind. At Prudential | Brett Vanantwerp, we prioritize your financial well-being and strive to build lasting relationships based on trust and reliability. Visit us today and discover how we can help you achieve your financial goals.

Welcome to KeyBank, your trusted financial partner located at 33 Main Street, Cortland, New York. As a leading banking institution in the community, we are committed to providing exceptional financial services tailored to meet your unique needs. Whether you're looking to open a checking or savings account, apply for a mortgage, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. At KeyBank, we prioritize customer satisfaction and financial well-being, offering personalized solutions and innovative products designed to help you achieve your financial goals. Visit us today and experience the difference of a bank that truly cares about your future.

Welcome to Palmer Family Insurance Agency, Inc., your trusted partner in comprehensive asset protection for families and businesses. Located in the heart of Marathon, New York, at 8 Cortland Street, we are committed to safeguarding what matters most to you. With over 50 years of experience, we have proudly served our community as an independently operated, top-tier insurance agency, dedicated to helping our clients achieve their goals through personalized service and expert risk management. At Palmer Family Insurance Agency, Inc., we believe in building lasting relationships and serving as your family confidant and enterprise risk manager. Our consultative approach allows us to thoroughly assess risks and provide tailored solutions that protect your lifestyle and business interests. We are passionate about delivering total asset protection and ensuring you have peace of mind.

Welcome to Peter Vanderwoude CPA, your trusted partner in accounting and finance solutions located at 17-29 Main Street, Cortland, New York. With a commitment to excellence and personalized service, we offer a comprehensive range of accounting services tailored to meet the unique needs of individuals and businesses in our community. At Peter Vanderwoude CPA, we understand the complexities of financial management and strive to simplify the process for our clients. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, our team of experienced professionals is here to provide expert guidance and support.

Welcome to H&R Block, your trusted partner in accounting and finance located at Cortland Riverside Shopping Ct, Cortland, New York. Our dedicated team of experts is committed to providing personalized financial services to meet your unique needs. Whether you're an individual seeking tax preparation assistance or a business in need of comprehensive financial solutions, we are here to help. At H&R Block, we pride ourselves on delivering accurate, efficient, and reliable services, ensuring peace of mind when it comes to your finances. Visit us today and experience the professionalism and expertise that have made us a leader in the accounting and finance industry. Let us help you navigate your financial journey with confidence.

Welcome to H&R Block, your trusted partner in accounting and finance solutions located at 160 Clinton Avenue, Cortland, New York. With a commitment to providing exceptional service, we specialize in a wide range of financial services tailored to meet the needs of individuals and businesses in the Cortland area. At H&R Block, our team of experienced professionals is dedicated to helping you navigate the complexities of tax preparation, bookkeeping, payroll, and financial planning. We pride ourselves on delivering personalized solutions that ensure accuracy, compliance, and peace of mind. Whether you're seeking assistance with personal tax returns or require comprehensive financial strategies for your business, we are here to support you every step of the way.

Welcome to Jackson Properties, your trusted real estate agency located in the heart of Cortland, New York. Situated at 128 Elm Street, we are dedicated to serving the Cortland community and surrounding areas with exceptional real estate services. Whether you are looking to buy, sell, or rent, our experienced team is here to guide you every step of the way. At Jackson Properties, we pride ourselves on our personalized approach, ensuring that each client receives the attention and expertise they deserve. Explore your real estate opportunities with us today, and let us help you find the perfect property that meets your needs and aspirations. Visit us at our convenient location or contact us to learn more about how we can assist you in achieving your real estate goals.