The 30 Best Trusted advisor in Salina, New York

21 results found

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, 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.

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.

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 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.

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.

Olufela Blue, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York, United States. Our dedicated agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate the complexities of Medicare Advantage plans, providing personalized assistance to find the right coverage for each individual. With the rising costs of healthcare and the need for long-term care becoming more prevalent, our team is here to help you plan for the future and have important conversations with your loved ones. Contact Olufela Blue, Bankers Life Agent today to start planning your next steps towards financial security and peace of mind.

Sterling Financial Group, LLC is a reputable finance and insurance agency located at 913 Old Liverpool Road in Salina, New York, United States. With a strong commitment to providing top-notch financial services, Sterling Financial Group, LLC offers a wide range of insurance products and financial solutions to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for insurance coverage or financial planning assistance, Sterling Financial Group, LLC is your trusted partner in building a secure financial foundation.

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.

Jackson Hewitt Tax Service is a finance institution located at 1900 Brewerton Road in Salina, New York, United States. While their tax advance loans have ended for this year, their Tax Pros are still available to help you maximize your refund. You can drop off your tax documents and let a Tax Pro handle the rest, including a quick call to review your final return and e-signing. A Refund Advance loan allows you to get money before your tax refund arrives, which can be especially helpful if the IRS takes weeks to send your refund. Appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters are available. It is recommended to book an appointment online or call (315) 454-3603 to reserve time with a Tax Pro, but walk-ins are also welcome at the 1900 Brewerton Road office. The Tax Pros at this location speak English, and they are dedicated to helping you make the most of every dollar when it comes to your taxes. Trust Jackson Hewitt Tax Service to handle your tax needs efficiently and effectively.

H&R Block is a renowned accounting and finance institution located at 4200 South Salina Street in Syracuse, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals. Trust H&R Block for all your accounting and finance needs.

Jackson Hewitt Tax Service is a finance institution located at 4610 South Salina Street in Syracuse, New York, United States. Our Tax Pros are ready to assist you in getting your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are proficient in Spanish, making it easy for Spanish-speaking clients to get the help they need. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. You can book an appointment online or call us at (315) 469-6104 to schedule time with a Tax Pro. Walk-ins are also welcome at our office on S. Salina Street.

Gateway Tax and Business Services is a reputable institution located at 761 North Salina Street in Syracuse, New York. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services for individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help you navigate the complexities of the financial world. Trust Gateway Tax and Business Services to be your gateway to financial success.

SAJAN TAX SERVICE is a reputable finance institution located at 6898 Crystalwood Drive in Salina, New York, United States. Our family-owned account service has been proudly serving diverse communities for years. Our team consists of experienced tax preparers and dedicated support staff who are committed to providing both personal and professional tax services. Trust SAJAN TAX SERVICE for all your tax needs.

Welcome to KeyBank, your trusted financial partner located at 301 2nd Street, Salina, New York 13088. As a leading provider of banking and financial services, we are committed to helping you achieve your financial goals with ease and convenience. Whether you're looking to open a new account, apply for a loan, or simply need access to an ATM, our team of experienced professionals is here to assist you every step of the way. At KeyBank, we pride ourselves on delivering personalized solutions tailored to meet your unique needs. Visit us today and experience our dedication to exceptional customer service and financial expertise. Your journey to financial success starts here at KeyBank.

Welcome to Chase Bank, located at 424 7th North Street, Salina, New York 13088. As a leading provider of financial services, we are committed to serving the diverse needs of our community with a comprehensive range of banking, ATM, and finance solutions. At Chase, we understand the unique challenges faced by businesses. That's why our Business Banking services offer guidance from a team of experienced professionals who specialize in improving cash flow, providing credit solutions, and managing payroll. Additionally, we offer online and mobile services, business credit cards, and payment acceptance solutions tailored specifically for businesses.

Welcome to Chase ATM, conveniently located at 424 7th North Street, Salina, New York 13088, United States. As a premier financial service provider, we are committed to offering a seamless banking experience tailored to meet your needs. Our ATM services provide quick and easy access to your accounts, enabling you to manage your finances efficiently. At Chase, we understand the unique challenges faced by businesses today. That's why, with our Business Banking services, you receive expert guidance from a dedicated team of professionals. Whether you need help improving cash flow, finding credit solutions, or managing payroll, our specialists are here to support your business's financial health. Additionally, we offer a suite of online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to KeyBank, your trusted financial partner located at 2209 South Salina Street, Syracuse, New York. As a full-service bank, we are committed to providing personalized financial solutions to meet your unique needs. Our branch offers a comprehensive range of services, including personal and business banking, loans, mortgages, and investment advice. With our convenient ATM facilities, you can access your accounts and manage your finances anytime, ensuring seamless banking experiences. At KeyBank, we prioritize customer satisfaction and strive to deliver exceptional service. Our knowledgeable team is here to assist you with all your financial goals, whether you're looking to open an account, apply for a loan, or plan for your future. We take pride in being a part of the Syracuse community and are dedicated to helping our neighbors achieve financial wellness.

Welcome to Sarah Galutz - State Farm Insurance Agent, your trusted partner in securing a brighter future. Conveniently located at 6003 South Salina Street, Syracuse, New York, our agency is dedicated to providing personalized insurance solutions that meet your unique needs. With a deep commitment to the Syracuse community, Sarah Galutz and her experienced team offer a comprehensive range of insurance services, including auto, home, life, and health insurance, as well as financial services. We pride ourselves on delivering exceptional customer service and expert guidance to help you make informed decisions about your insurance coverage. Whether you're looking to protect your assets, plan for the future, or simply get a better understanding of your insurance options, we're here to help. Visit us today and discover why so many in Syracuse trust Sarah Galutz - State Farm Insurance Agent for their insurance needs.

Welcome to Donvito & Kukys LLC, your trusted partner in accounting and finance located in the heart of Salina, New York. Situated at 1020 7th North Street, our firm is dedicated to providing exceptional financial services to both individuals and businesses in the local community and beyond. At Donvito & Kukys LLC, we understand that navigating the complex world of finance can be daunting. That's why our team of experienced professionals is committed to delivering personalized solutions tailored to meet your unique needs. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, we have the expertise to guide you every step of the way.

Welcome to Holloway's Income Tax Services, your trusted partner in accounting and finance located at 2610 South Salina Street, Syracuse, New York. We specialize in providing comprehensive income tax services tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is dedicated to delivering accurate, efficient, and personalized solutions to ensure your financial peace of mind. At Holloway's Income Tax Services, we understand the complexities of the tax system and are committed to maximizing your returns while ensuring compliance with all regulations. Whether you need assistance with personal tax preparation, business tax planning, or financial consulting, we are here to guide you every step of the way.