Estate Planning Attorneys in Marcellus, NY

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Top Marcellus, NY Estate Planning Law Firms

Welch Daniel L
5 out of 5
Location 19 South St, Marcellus, NY 13108, USA
Phone (315) 673-9429
The Marrone Law Firm, P.C.
5 out of 5
Location 506 E Washington St Suite A, Syracuse, NY 13202, USA
Phone (315) 728-9433
Koldin Law Center, P.C.
4 out of 5
Location 6661 Kirkville Rd, East Syracuse, NY 13057, USA
Phone (315) 463-4032
Ledden & Huegel
5 out of 5
Location 60 Oswego St, Baldwinsville, NY 13027, USA
Phone (315) 638-8283
DeFio Law Firm PLLC
5 out of 5
Location 774 State Fair Blvd, Syracuse, NY 13209, USA
Phone (315) 488-7339
Estate Planning Lawyers in Marcellus, NY

Where Estate Planners in Marcellus, NY Serve

Marcellus, located in the south-central region of New York, is a small town that has seen significant population growth in recent years. The town's top employers are health care providers and retail businesses. Major highways and streets in Marcellus include Route 281 and Route 6. Neighborhoods in Marcellus include the Village of Marcellus and the Hamlet of Meridian.

Financial Services Related to Estate Planning in Marcellus, NY

Banks and Credit Unions

There are many ways banks can provide financial services to Marcellus, NY residents. One way is by providing loans and mortgages. Banks can also provide checking and savings accounts, as well as credit cards. They can also offer investment products, such as mutual funds and annuities. And finally, banks can provide insurance products, such as home and auto insurance.

Insurance Broker

Residents of Marcellus, NY have a lot of choices when it comes to insurance brokers. There are many different types of insurance, and each broker is likely to specialize in one or two types. Some brokers are generalists, offering their services to anyone who needs them. However, most people find it helpful to work with a broker who specializes in the type of insurance they need.One thing all insurance brokers have in common is that they are licensed by the state government. This licensing ensures that all brokers meet certain minimum requirements, including knowledge about the products they sell and the laws governing insurance in New York State. In addition, all brokers must carry liability insurance to protect their clients in case something goes wrong while the client is working with the broker.

Retirement Planning

Every day, people in Marcellus, NY make the decision to save for retirement. Some may contribute to a 401k or an IRA, while others may choose to set money aside in a savings account. However you decide to save for retirement, it's important that you have a plan and stay on track. Saving for retirement can be difficult, but it's worth it in the end. When you retire, you want to be able to live comfortably without having to worry about money. That's why it's important to start planning for retirement now so you can afford the lifestyle you want later on. If you need help getting started, consult with a financial advisor. They can help create a plan that fits your needs and helps you reach your retirement goals.

Wealth Management

Residents of Marcellus, NY can benefit from wealth management services in order to make the most of their money. By working with a wealth manager, residents can learn how to save for the future, invest in smart ways, and protect their money from market fluctuations. A wealth manager can also help residents create a financial plan that meets their specific needs and goals.

Financial Advisor

Financial advisors provide a range of services to their clients, including investment planning, retirement planning, and estate planning. In Marcellus, NY, there are a number of financial advisors who can help residents make the most of their money.One service that financial advisors can provide is investment planning. This involves creating a plan for how to invest your money so that you can achieve your financial goals. Advisors will work with you to identify the best investments for your situation and risk tolerance. They can also help you stay on track with your investment plan over time. Another service that advisors offer is retirement planning. This includes helping you figure out how much money you will need to have saved up in order to retire comfortably and ensuring that your retirement savings are invested in the right places. Advisors can also help you create a budget for retirement and make sure that you don't outlive your money in retirement. Estate planning is another important service that financial advisors provide. This involves creating a plan for what will happen to your assets when you die. Advisors can help you choose the right type of estate plan for your needs and make sure that all of your legal paperwork is in order.

Mortgage Loan Officer

Mortgage loan officers provide a variety of services to Marcellus, NY residents. These services include helping people find the best mortgage rates, helping them understand the terms of their mortgages, and helping them get approved for mortgages. Additionally, mortgage loan officers can help people refinance their mortgages, and they can also help people get home equity loans.

Tax Services

Tax accountants in Marcellus, NY provide a variety of services to residents in the area. They can help residents prepare their taxes, file their taxes, and even represent them in front of the IRS if needed. Additionally, tax accountants can offer advice on how to reduce one's tax liability and save money on their taxes. They are a valuable resource for anyone living in or doing business in Marcellus, NY.


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