Best Financial Advisors in Auburn, NY

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List of Firms

Auburn, NY Fiduciary Financial Advisors

SEC File# 801-67860
CRD# 142910
Location 110 Genesee St #120, Auburn, NY 13021, USA
Phone (315) 515-6400
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Top Dog Funding
Location 57 E Genesee St, Auburn, NY 13021, USA
Phone (315) 255-0200
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Cuddy Financial Services
5 out of 5
Location 7 William St, Auburn, NY 13021, USA
Phone (315) 252-3600
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OneMain Financial
4 out of 5
Location 1626 Clark Street Rd #26, Auburn, NY 13021, USA
Phone (315) 252-0752
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Management Solutions
Location 321 Clark St, Auburn, NY 13021, USA
Phone (315) 729-5352
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Credit For Life
Location 2 South St #304, Auburn, NY 13021, USA
Phone (315) 282-0382
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Janney Montgomery Scott LLC
SEC File# 801-7258
CRD# 463
Location 1583 U.S. Rte 20, Skaneateles, NY 13152, USA
Phone (315) 685-5523
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OneSource Financial
5 out of 5
Location 39 William St, Auburn, NY 13021, USA
Phone (877) 282-0014
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D William Winkelman - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 21 Fennell St Ste 2, Skaneateles, NY 13152, USA
Phone (315) 685-1959
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Aster Financial Group
Location 360 Grant Avenue Rd, Auburn, NY 13021, USA
Phone (315) 258-8780
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LNB Banking
4 out of 5
Location 311 Grant Avenue Rd, Auburn, NY 13021, USA
Phone (315) 567-0200
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Edward Jones - Financial Advisor: Christopher W Rheaume, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 130 Genesee St Suite 1, Auburn, NY 13021, USA
Phone (315) 252-2311
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Southgate Financial Services
Location 5860 S Gate Dr, Auburn, NY 13021, USA
Phone (315) 283-2167
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Capitol Investment Associates
Location 110 Genesee St # 380, Auburn, NY 13021, USA
Phone (315) 252-7576
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Genesee Capital
SEC File# 801-77930
CRD# 167353
Location 46 South St, Auburn, NY 13021, USA
Phone (315) 554-3020
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Buffington & Hoatland CPAs, PLLC
Location 213 North St #1, Auburn, NY 13021, USA
Phone (315) 253-9744
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BFS Financial Services
Location 6039 S Street Rd, Auburn, NY 13021, USA
Phone (315) 252-9524
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Wristen Gloria CPA
5 out of 5
Location 98 E Genesee St, Auburn, NY 13021, USA
Phone (315) 255-2236
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Finger Lakes Financial
Location 144 Genesee St, Auburn, NY 13021, USA
Phone (315) 258-0278
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Mark E. Bachman CPA
5 out of 5
Location 50 Wallace Ave, Auburn, NY 13021, USA
Phone (315) 255-8085
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SCORE Mentors Central NY – Auburn Branch
5 out of 5
Location 2 State St, Auburn, NY 13021, USA
Phone (315) 252-7291
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One Source Financial
5 out of 5
Location 39 William St, Auburn, NY 13021, USA
Phone (315) 258-0494
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Pky Associates
Location 128 Grant Ave, Auburn, NY 13021, USA
Phone (315) 253-3447
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Financial Advisors in Auburn, NY

Where Certified Financial Advisors in Auburn, NY Serve

Nestled in the heart of the Finger Lakes region, Auburn, NY is a vibrant city with a rich history and a promising future. From the majestic architecture of the Seward House Museum to the natural beauty of Hoopes Park, there is no shortage of landmarks to explore. The city is home to several top employers, including Auburn Community Hospital, the Auburn Enlarged City School District, and the Auburn Correctional Facility. Major highways like Interstate 90 and State Route 5 run through the city, making it easily accessible from all directions. The streets of Auburn are lined with charming neighborhoods, each with its own unique character and charm. Whether you're strolling through downtown or taking in the views from the top of Owasco Hill, there's always something new to discover in this dynamic and diverse city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Auburn, NY can benefit from the guidance of a financial advisor in several ways. One of the most common ways is in creating a personalized budget and savings plan that takes into account the unique cost of living in Auburn. With a high cost of housing and utilities, a financial advisor can help residents prioritize their expenses and find ways to save money. Additionally, Auburn has a strong tourism industry, and a financial advisor can help those in the hospitality industry plan for seasonal fluctuations in income. For those looking to invest, a financial advisor can provide insight into local industries and businesses, such as the Finger Lakes wine region, and help residents make informed decisions about their portfolio. Overall, a financial advisor can provide valuable support to Auburn residents in navigating the complex world of finance and achieving their financial goals.

Insurance Broker

Residents of Auburn, NY can benefit greatly from the services of an insurance broker. With the city's location in the Finger Lakes region, many homeowners may be at risk of flooding, making flood insurance a necessity. An insurance broker can help residents find the right coverage for their property and ensure they are protected in the event of a flood. Additionally, with the city's diverse population, an insurance broker can assist non-native English speakers in navigating the often complicated world of insurance. They can help explain policies and terminology in a way that is easily understood, ensuring that all residents can make informed decisions about their insurance needs. Overall, an insurance broker can provide valuable support to Auburn residents, helping them find the right coverage for their unique circumstances and providing peace of mind.

Retirement Planning

Residents of Auburn, NY could benefit greatly from the services of a retirement planner. With a population that is aging and a cost of living that is higher than the national average, many residents may be concerned about their financial future. A retirement planner can provide guidance on how to maximize retirement savings, create a realistic budget, and plan for unexpected expenses. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring they receive the benefits they are entitled to. With the help of a retirement planner, residents of Auburn, NY can feel more confident and secure in their financial future.

Wealth Management

Residents of Auburn, NY can benefit from the guidance of a wealth manager in several ways. One of the most common ways is through retirement planning. With a wealth manager's help, residents can determine how much they need to save for retirement and create a plan to make it happen. Another way is through investment management. Auburn, NY has a diverse economy, with industries ranging from healthcare to manufacturing. A wealth manager can help residents navigate the local investment landscape and identify opportunities that align with their financial goals. Additionally, a wealth manager can provide tax planning services, helping residents minimize their tax liability and maximize their after-tax income. Overall, a wealth manager can help Auburn, NY residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Auburn, NY would greatly benefit from the expertise of a mortgage loan officer. With the city's rich history and diverse community, a loan officer can provide tailored solutions to meet the unique needs of Auburn residents. For example, with the city's close proximity to the Finger Lakes region, a loan officer can help residents secure a mortgage for their dream lakefront property. Additionally, with the city's strong manufacturing industry, a loan officer can assist residents in obtaining financing for a new home or renovation project. Whether it's a first-time homebuyer or someone looking to refinance, a knowledgeable mortgage loan officer can guide Auburn residents through the complex process of obtaining a mortgage and help them achieve their homeownership goals.

Tax Services

Residents of Auburn, NY can benefit greatly from the guidance of a tax advisor. One of the most common ways a tax advisor can help Auburn residents is by providing expert advice on how to navigate the complex tax laws and regulations that govern the city. For instance, Auburn has a unique tax structure that includes a combination of state and local taxes, which can be confusing for some taxpayers. A tax advisor can help residents understand their tax obligations and identify potential deductions and credits that can reduce their tax liability. Additionally, a tax advisor can help residents plan for the future by providing advice on retirement savings, estate planning, and other financial matters. Overall, a tax advisor can provide invaluable support to Auburn residents looking to maximize their financial well-being and achieve their long-term goals.

Estate Planning Lawyer

Residents of Auburn, NY can benefit greatly from the assistance of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a will or trust. This is especially important in Auburn, NY, where many residents own historic homes and properties that have been passed down through generations. An estate planning lawyer can help ensure that these properties are properly protected and passed down to the intended beneficiaries. Additionally, an estate planning lawyer can help residents navigate complex tax laws and minimize tax liabilities. With the guidance of an estate planning lawyer, residents of Auburn, NY can have peace of mind knowing that their assets and properties will be handled according to their wishes.

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