Best Financial Advisors in Elmira, NY

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List of Firms

Elmira, NY Fiduciary Financial Advisors

General Revenue Corporation
1 out of 5
Location 325 Daniel Zenker Dr, Horseheads, NY 14845, USA
Phone (800) 727-9562
Reilly William
Location 160 N Main St, Elmira, NY 14901, USA
Phone (607) 734-3955
Nick Lapuma - Raymond James
Location 1 Credit Union Plaza, Corning, NY 14830, USA
Phone (607) 937-5292
Allstate Personal Financial Representative: Carl Vallely
Location 2483 Corning Rd, Elmira, NY 14903, USA
Phone (607) 796-9113
Global Treasury Services, LLC
Location 316 Drive C, Elmira, NY 14905, USA
Phone (240) 674-4435
Financial Advisors in Elmira, NY

Where Certified Financial Advisors in Elmira, NY Serve

Elmira, NY is a picturesque city nestled in the heart of the Southern Tier region of New York State. With its rich history and vibrant culture, Elmira boasts an array of landmarks that are sure to captivate visitors and locals alike. From the stunning Mark Twain Study to the majestic Chemung River, there is no shortage of awe-inspiring sights to see. As for top employers, Elmira is home to a diverse range of businesses that span a variety of industries. Some of the biggest employers in the area include Arnot Ogden Medical Center, Elmira City School District, and Corning Incorporated. When it comes to getting around, Elmira is well-connected by a network of major highways and streets. The Southern Tier Expressway (I-86) runs through the city, providing easy access to other parts of the region and beyond. Other major roads in the area include Route 14, Route 13, and Route 352.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Elmira, NY may benefit from the expertise of a financial advisor in a number of ways. One of the most common ways a financial advisor can help Elmira residents is by providing guidance on how to best manage their retirement savings. With a significant portion of the population nearing retirement age, it's important for residents to have a solid plan in place for their golden years. Additionally, Elmira has a relatively high poverty rate compared to the rest of the state, so a financial advisor can also assist those who may be struggling financially by providing advice on budgeting and debt management. Overall, a financial advisor can offer valuable insight and support to Elmira residents as they navigate their financial futures.

Insurance Broker

Residents of Elmira, NY can benefit greatly from the services of an insurance broker. With a broker's help, residents can find the best insurance policies to fit their individual needs. In Elmira, NY, where the winters can be harsh, an insurance broker can help residents find the right coverage for their homes and vehicles to protect them from damage caused by snow and ice. Additionally, with the high number of small businesses in Elmira, NY, an insurance broker can assist business owners in finding the right policies to protect their assets and employees. Overall, an insurance broker can provide valuable guidance and support to residents of Elmira, NY in navigating the complex world of insurance.

Retirement Planning

Residents of Elmira, NY can benefit greatly from the assistance of a retirement planner. Retirement planners can help individuals in Elmira, NY navigate the often complex world of retirement planning and ensure that they are financially prepared for their golden years. Specifically, retirement planners can help residents of Elmira, NY take advantage of the retirement savings options available to them, such as 401(k)s and IRAs, and develop a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, retirement planners can help residents of Elmira, NY navigate the local tax laws and regulations that may impact their retirement savings and income. With the help of a retirement planner, residents of Elmira, NY can feel confident that they are on the right track towards a secure and comfortable retirement.

Wealth Management

Residents of Elmira, NY would greatly benefit from the services of a wealth manager in a number of ways. One of the most common ways a wealth manager could help Elmira residents is by providing guidance on retirement planning. With a significant portion of the population in Elmira nearing retirement age, it is important for residents to have a solid plan in place to ensure they can maintain their standard of living once they stop working. A wealth manager can help residents navigate the complexities of retirement planning, including determining the appropriate investment vehicles and managing risk. Additionally, a wealth manager can help Elmira residents develop a comprehensive financial plan that takes into account their unique goals and circumstances, such as paying for their children's education or caring for aging parents. By working with a wealth manager, Elmira residents can feel confident that they are making informed decisions about their financial future.

Mortgage Loan Officer

Residents of Elmira, NY can benefit greatly from the expertise of a mortgage loan officer. These professionals can help guide residents through the often confusing and overwhelming process of purchasing a home. They can provide information on the different types of mortgages available and help residents determine which one is best suited for their specific needs. Additionally, mortgage loan officers can assist residents in securing the best possible interest rates and terms for their mortgage, which can save them thousands of dollars over the life of the loan. With the unique challenges that Elmira, NY faces, such as a declining population and high poverty rate, having a knowledgeable mortgage loan officer can make all the difference in helping residents achieve their dreams of homeownership.

Tax Services

Residents of Elmira, NY can benefit greatly from the assistance of a tax advisor. With the city's population of over 28,000, there are many individuals and families who could use guidance on how to maximize their tax savings. A tax advisor can help Elmira residents navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, with the city's high poverty rate, a tax advisor can help low-income residents access tax credits and other financial assistance programs that they may not be aware of. Whether it's helping a small business owner file their taxes or assisting a family in applying for the Earned Income Tax Credit, a tax advisor can provide valuable support to the residents of Elmira, NY.

Estate Planning Lawyer

Residents of Elmira, NY can benefit greatly from the guidance of an estate planning lawyer. One of the most common ways they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Elmira, NY, where many families have deep roots and significant assets tied up in local businesses or real estate. An estate planning lawyer can also help residents minimize their tax liabilities and protect their assets from creditors or legal disputes. Additionally, they can provide guidance on healthcare directives and powers of attorney, which are crucial documents for anyone facing a medical emergency or incapacity. Overall, an estate planning lawyer can provide peace of mind and security to residents of Elmira, NY, ensuring that their legacy is preserved and their loved ones are taken care of.

Elmira, NY Financial Resources

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Elmira, NY City Hall


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