Best Financial Advisors in Cambridge, NY

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Cambridge, NY Fiduciary Financial Advisors

Cambridge Wealth Management, LLC
Location 5 Washington St #2, Cambridge, NY 12816, USA
Phone (518) 677-3781
Merrill Lynch Wealth Management Advisor Lisa Cardone-O'Connor
Location 449 NY-146, Clifton Park, NY 12065, USA
Phone (518) 383-8963
Merrill Lynch Wealth Management Advisor Thomas Kukuk
Location 18 Division St, Saratoga Springs, NY 12866, USA
Phone (518) 245-8147
Teal Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3 Hemphill Pl Ste 110, Malta, NY 12020, USA
Phone (518) 581-7550
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About Cambridge, NY

Cambridge, NY is a small town located in the eastern part of the state. The town is home to several landmarks, including the Cambridge Valley Museum and the Hartwick Pines State Park. The top employers in Cambridge are typically government or education-related organizations, such as the local school district or the state park system. Major highways and streets in Cambridge include Route 7 and County Road 30. The neighborhoods in Cambridge are mostly rural, with a few small subdivisions scattered throughout the town.

Where Certified Financial Advisors in Cambridge, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community. They provide a necessary service and play an important role in the economy. In Cambridge, NY, there are several banks that offer a variety of services to residents.One bank that is popular in Cambridge is Key Bank. Key Bank offers a wide range of services, including checking and savings accounts, loans, mortgages, and credit cards. They also have a number of ATMs throughout the city for people who need access to cash.Another bank that is popular in Cambridge is HSBC. HSBC offers similar services as Key Bank, and they also have a number of branches and ATMs around the city. They often have promotions and deals that can save customers money on their banking fees.

Insurance Broker

Residents of Cambridge, NY can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs, and they can also provide advice on how to make claims if needed. In addition, insurance brokers can help residents compare rates between different providers, so that they can find the best deal possible.

Retirement Planning

Cambridge, NY residents who are looking for help with their retirement planning can find a wealth of financial advisors in the area. However, not all of these advisors are created equal. It is important to do your research before selecting an advisor to work with.One important factor to consider when choosing an advisor is their experience and expertise in retirement planning. Advisors who have been working in the field for many years will have a better understanding of the different options available to retirees and how to best optimize their finances for retirement.Another thing to look for is an advisor's fee structure. Some advisors charge by the hour, while others may charge a percentage of your assets under management. Be sure to understand what you will be paying for services rendered and whether or not the fee is worth it.

Wealth Management

Cambridge, NY residents can benefit from wealth management services in order to make the most of their money. By working with a wealth manager, you can ensure that your money is invested in a way that meets your goals and helps you grow your wealth over time. Additionally, a wealth manager can help you plan for retirement and other long-term financial goals. If you're looking for help managing your finances, be sure to contact a wealth management firm today.

Estate Planning Lawyer

Estate planning lawyers can help Cambridge, NY residents protect their assets and plan for the future. Estate planning is the process of arranging for the transfer of property upon death. It can be complex and time-consuming, but it is important to have a solid estate plan in place in case something happens unexpectedly. An estate planning lawyer can help you create a will and other legal documents that will ensure that your assets are distributed according to your wishes. They can also advise you on tax implications and other issues related to estate planning. If you live in Cambridge, NY, it is important to find an estate planning lawyer who understands the local laws and regulations. A good lawyer can help you make sure that your estate plan is tailored specifically to your needs.

Mortgage Loan Officer

Mortgage loan officers in Cambridge, NY can help residents with a number of services related to home mortgages. These services include helping people find the best mortgage rates, working with them to secure the best mortgage terms, and helping them through the entire mortgage application process. In addition, mortgage loan officers can also provide advice on home buying and refinancing.

Tax Services

Tax accountants are an important part of the community in Cambridge, NY. They help residents with their tax filings, and provide guidance on how to best manage their taxes. This assistance is invaluable, especially for those who are not familiar with the tax code. Tax accountants can also help identify opportunities to reduce one's tax bill, which is a huge benefit for people living in Cambridge. Overall, tax accountants provide a valuable service to the residents of Cambridge, and they are greatly appreciated.


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