Best Financial Advisors in Binghamton, NY

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Binghamton, NY Fiduciary Financial Advisors

S.E.E.D. Planning Group
SEC File# 801-91167
CRD# 188521
4 out of 5
Location 31 Lewis St #401, Binghamton, NY 13901, USA
Phone (607) 217-5091
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Financial Advisors in Binghamton, NY

Where Certified Financial Advisors in Binghamton, NY Serve

Binghamton, NY, nestled in the Southern Tier region of New York State, is a bustling city with a rich history and diverse culture. From the towering spires of the Broome County Courthouse to the sprawling expanse of the SUNY Binghamton campus, there is no shortage of landmarks to admire in this vibrant community. Top employers in the area include Binghamton University, United Health Services, and Lockheed Martin, among others, ensuring a robust economy and ample job opportunities. Major highways such as Interstate 81 and Route 17 run through the city, providing easy access to nearby destinations. Neighborhoods like the West Side and the South Side offer a range of housing options, from charming Victorian homes to modern apartments, making Binghamton an attractive place to call home. With its rich history, diverse culture, and thriving economy, Binghamton is truly a gem of the Southern Tier.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Binghamton, NY can benefit greatly from the guidance of a financial advisor. With the city's economy heavily reliant on healthcare and education, many residents may have unique financial needs and challenges. A financial advisor can assist with creating a budget, setting financial goals, and developing a long-term investment strategy. Additionally, with Binghamton being a college town, many residents may have student loan debt that needs to be managed. A financial advisor can provide advice on how to pay off debt efficiently and create a plan to save for the future. Overall, a financial advisor can help residents of Binghamton navigate their financial situation and make informed decisions to achieve their goals.

Insurance Broker

Residents of Binghamton, NY can benefit greatly from the services of an insurance broker. With the region being prone to harsh winter weather, an insurance broker can help residents find the best coverage for their homes and vehicles to protect against damage caused by snow and ice. Additionally, Binghamton is home to several colleges and universities, which means that many residents may have unique insurance needs related to student loans, health insurance, and liability coverage. An insurance broker can help navigate these complex insurance options and find the best coverage for each individual's specific needs. Overall, an insurance broker can provide peace of mind for Binghamton residents by ensuring they have the necessary coverage to protect their assets and financial well-being.

Retirement Planning

Residents of Binghamton, NY could benefit from the guidance of a retirement planner in a number of ways. For example, a retirement planner could help them navigate the unique challenges of retirement in this area. Binghamton is known for its harsh winters, which can lead to increased heating costs and potential health risks for seniors. A retirement planner could help residents plan for these expenses and ensure they have adequate insurance coverage. Additionally, Binghamton has a significant population of retirees, which can lead to competition for resources and services. A retirement planner could help residents maximize their retirement income and make informed decisions about housing, healthcare, and other important expenses. Overall, a retirement planner can provide valuable support and guidance to residents of Binghamton as they navigate the challenges and opportunities of retirement in this area.

Wealth Management

Residents of Binghamton, NY can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized investment plan based on the client's financial goals. This is especially important for Binghamton residents, as the city has a diverse economy with a range of industries, including healthcare, education, and manufacturing. A wealth manager can help clients navigate the ups and downs of the local economy and make smart investment decisions that align with their long-term financial objectives. Additionally, a wealth manager can assist with retirement planning, tax optimization, and estate planning, providing peace of mind and financial security for Binghamton residents and their families.

Mortgage Loan Officer

Residents of Binghamton, NY can greatly benefit from the services of a mortgage loan officer. These professionals can assist with securing financing for the purchase of a home, refinancing an existing mortgage, or obtaining a home equity loan. Binghamton is a city with a rich history and a diverse population, and mortgage loan officers are familiar with the local real estate market and can help residents navigate the complex process of obtaining a mortgage. They can also provide guidance on the various types of loans available and help residents find the best rates and terms for their individual needs. With the help of a mortgage loan officer, residents of Binghamton can achieve their dream of homeownership and build a strong foundation for their future.

Tax Services

Residents of Binghamton, NY may benefit greatly from the advice and services of a tax advisor. With the city's diverse economy and unique tax laws, a tax advisor can help residents navigate the complexities of filing taxes and ensuring compliance with local and state regulations. Additionally, Binghamton has a large population of college students and recent graduates who may have unique tax situations, such as student loan interest deductions or education credits. A tax advisor can also provide guidance on maximizing deductions and minimizing tax liability, which can be especially helpful for residents who own businesses or rental properties in the area. Overall, a tax advisor can provide invaluable assistance to Binghamton residents in managing their finances and securing their financial future.

Estate Planning Lawyer

Residents of Binghamton, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive plan for the distribution of their assets after they pass away. This is especially important in Binghamton, where the cost of living is relatively high and many families may be relying on inheritance to maintain their standard of living. An estate planning lawyer can also assist with setting up trusts, drafting wills, and establishing powers of attorney, all of which can provide peace of mind and ensure that a person's wishes are carried out in the event of incapacitation or death. Additionally, an estate planning lawyer can help with tax planning and minimizing estate taxes, which can be a significant burden for families in Binghamton.

Binghamton, NY Financial Resources

Binghamton, NY Chamber of Commerce

Binghamton, NY City Hall

Binghamton, NY Public Library


FAQs About Personal Financial Advisors in Binghamton, NY