Best Financial Advisors in Cazenovia, NY

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Cazenovia, NY Fiduciary Financial Advisors

Cynthia Decker - Prudential Financial
SEC File# 801-69290
CRD# 38751
Location 9 Albany St, Cazenovia, NY 13035, USA
Phone (315) 655-5709
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About Cazenovia, NY

Cazenovia is a small town in upstate New York that is home to several historic landmarks, top employers, and neighborhoods. The most prominent landmark in Cazenovia is the Cazenovia Lake, which is a popular spot for fishing, swimming, and boating. Other notable landmarks in the town include the Sheldonian Theatre and the Madison County Courthouse. The top employers in Cazenovia are Syracuse University, Cazenovia College, and St. Joseph's Hospital. Major highways and streets in the town include Route 20, Route 5, and Main Street. The neighborhoods in Cazenovia are mostly residential, with a few businesses located along Route 20.

Where Certified Financial Advisors in Cazenovia, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to Cazenovia, NY residents. Some of these services include checking and savings accounts, mortgages, car loans, and credit cards. Banks also offer a wide range of investment products, such as mutual funds, stocks, and bonds. In addition, banks offer customers the ability to write checks and make withdrawals from their accounts at any time.

Insurance Broker

Residents of Cazenovia, NY can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best policies for their needs. In addition, brokers can assist with filing claims and helping residents understand their policies.

Retirement Planning

Cazenovia, NY residents have a number of financial advisors to choose from when it comes to retirement planning. However, not all advisors are created equal. Some may be more suited for those who want to actively manage their investments, while others may be better for those who prefer a more hands-off approach.No matter which advisor you choose, it's important to make sure they have your best interests at heart. Ask questions about the investment strategy they plan to use and how they will handle any market volatility. You should also find out what fees they charge and whether or not they receive commissions on the products they sell.

Wealth Management

Cazenovia, NY residents can benefit from wealth management services in order to make the most of their money. A good wealth manager can help you save for your future while also providing investment advice and strategies. By working with a wealth manager, you can ensure that your money is working hard for you and that you are taking advantage of all the opportunities available to grow your net worth.

Estate Planning Lawyer

Cazenovia, NY residents who are looking to estate plan can find assistance from local estate planning lawyers. These professionals can help individuals create wills and trusts that will meet their specific needs. In addition, estate planning lawyers can also provide guidance on tax implications of various estate planning decisions.

Mortgage Loan Officer

Mortgage loan officers in Cazenovia, NY can help residents find the best mortgage products for their needs. They can also provide advice on how to get approved for a mortgage and how to avoid common mistakes made by home buyers. In addition, mortgage loan officers can help residents understand the closing process and what to expect at settlement.

Tax Services

Tax accountants can help Cazenovia, NY residents with their tax filings. They can also help with other financial planning needs, such as retirement planning and estate planning. Tax accountants can provide a wealth of knowledge and expertise that can help Cazenovia residents save money and plan for the future.


FAQs About Personal Financial Advisors in Cazenovia, NY