The Best Wealth transfer in Cortland, New York

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 the Cortland County Surrogates Court, your local government office dedicated to serving the residents of Cortland County, New York. Conveniently located at 46 Greenbush Street in the heart of Cortland, our office is committed to providing efficient and professional services to the community. At the Cortland County Surrogates Court, we specialize in handling matters related to probate and estate proceedings, including the administration of wills and the appointment of guardians. Our knowledgeable and experienced team is here to guide you through the legal processes with compassion and clarity, ensuring that all cases are handled with the utmost care and respect.

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 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 Stewart Title Company, your trusted partner in real estate transactions since 1922. Located at 5 Court House Park, Cortland, New York, we specialize in finance and insurance services, offering unparalleled expertise in title insurance. With a rich history of serving New Yorkers from Mayville to Albion and Hauppauge to Clifton Park, we have successfully closed thousands of transactions, fostering lasting relationships along the way. At Stewart Title, we pride ourselves on understanding the unique ways New Yorkers do business, and we are committed to making every interaction an opportunity to build a long-term, mutually beneficial partnership. Our dedication to our core values sets us apart, ensuring that our customers have the best possible experience—something you won't find with other title companies.

Welcome to CFCU Community Credit Union - Port Watson Branch, your trusted financial partner located at 182 Port Watson Street, Cortland, New York. As a member-focused credit union, we are committed to providing exceptional financial services tailored to meet your needs. Starting November 4th, enjoy the convenience of Digital Banking, offering you seamless access to your accounts anytime, anywhere. With 14 convenient locations and numerous locally owned ATMs, CFCU ensures easy access to your finances. Plus, through our participation in three major ATM networks, we offer our members access to over 85,000 surcharge-free ATMs worldwide. Use the locator map on our website to find the nearest surcharge-free ATM or look for the Allpoint or CO-OP Network logo on ATMs.

Welcome to CFCU Community Credit Union - Route 281 Branch, conveniently located at 3910 New York 281 in the Tops Plaza, Cortland, New York. We are your trusted financial partner, offering a wide range of services to meet your financial needs. Starting November 4th, enjoy the convenience of Access Digital Banking, along with our 14 branch locations and numerous locally owned ATMs. As a member, you benefit from our participation in three major ATM networks, providing access to over 85,000 surcharge-free ATMs worldwide. Use our locator map to find the nearest surcharge-free ATM or look for the Allpoint or CO-OP Network logos.

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.