Best Financial Advisors in Ithaca, NY

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Ithaca, NY Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 202 E State St # 301, Ithaca, NY 14850, USA
Phone (607) 277-0000
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Tompkins Financial Advisors
5 out of 5
Location 118 E Seneca St, Ithaca, NY 14850, USA
Phone (607) 273-0037
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CFCU Wealth Management
Location 1030 Craft Rd, Ithaca, NY 14850, USA
Phone (607) 257-3282
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Raymond James Financial Services
Location 106 E Court St, Ithaca, NY 14850, USA
Phone (607) 273-7900
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Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 950 Danby Rd, Ithaca, NY 14850, USA
Phone (607) 272-1316
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Cynthia L Evans - Financial Advisor, Ameriprise Financial Services, LLC
Location 950 Danby Rd Ste 100-B, Ithaca, NY 14850, USA
Phone (607) 272-0777
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Suzanne Aigen - Prudential Financial
Location 202 E State St #406, Ithaca, NY 14850, USA
Phone (607) 277-0433
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Dietershagen John H CPA
Location 401 E State St # 500, Ithaca, NY 14850, USA
Phone (607) 272-4444
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Clarity Corporate Growth
Location 421 N Aurora St, Ithaca, NY 14850, USA
Phone (607) 272-1830
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Morgan Stanley Financial Advisors
Location 130 E Seneca St Suite 500, Ithaca, NY 14850, USA
Phone (607) 273-1190
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Merrill Lynch Wealth Management Advisor M Keefe Gorman
Location 235 S Cayuga St Suite 100, Ithaca, NY 14850, USA
Phone (800) 815-5796
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Merrill Lynch Wealth Management Advisor Mark W Cornfield
Location 235 S Cayuga St Suite 100, Ithaca, NY 14850, USA
Phone (607) 254-2081
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Stearns & Cleek CPA
5 out of 5
Location 411 W Seneca St, Ithaca, NY 14850, USA
Phone (607) 330-1161
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Financial Advisors in Ithaca, NY

Where Certified Financial Advisors in Ithaca, NY Serve

Ithaca, NY is a vibrant city nestled in the heart of the Finger Lakes region. With a population of around 30,000, the city is home to several notable landmarks, including the iconic Ithaca Falls, the Cornell University campus, and the Ithaca Commons, a pedestrian mall filled with shops and restaurants. As a college town, Ithaca is home to several top employers, including Cornell University, Ithaca College, and Cayuga Medical Center. The city also has a thriving arts and culture scene, with institutions like the Hangar Theatre and the State Theatre of Ithaca attracting visitors from across the region. Major highways in the area include Interstate 81 and State Route 13, while major streets within the city include State Street, Aurora Street, and Meadow Street. Ithaca is divided into several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Ithaca, NY could greatly benefit from the services of a financial advisor in a number of ways. For example, many residents in this area are affiliated with Cornell University or Ithaca College, which means they may have unique financial planning needs related to student loans, retirement savings plans, and other benefits. Additionally, Ithaca is known for its high cost of living, which can make it challenging for individuals and families to save money and plan for the future. A financial advisor can help residents in Ithaca navigate these challenges by providing personalized advice and guidance on everything from budgeting and debt management to investment strategies and estate planning. By working with a financial advisor, residents in Ithaca can feel more confident and secure in their financial futures.

Insurance Broker

Residents of Ithaca, NY can benefit greatly from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. In Ithaca, where severe winter weather can cause damage to homes and property, an insurance broker can help residents find a policy that covers damage from snow and ice. Additionally, Ithaca is home to many small businesses, and an insurance broker can assist these business owners in finding the right coverage to protect their assets and employees. With the help of an insurance broker, residents of Ithaca can have peace of mind knowing they are adequately protected in case of any unforeseen events.

Retirement Planning

Residents of Ithaca, NY can benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner can help is by providing guidance on how to save for retirement in a way that is tailored to the unique financial landscape of Ithaca. With its high cost of living and relatively low incomes, residents of Ithaca may face challenges when it comes to saving for retirement. A retirement planner can help by providing advice on how to maximize retirement savings through strategies such as tax-advantaged retirement accounts, investment portfolios, and estate planning. Additionally, a retirement planner can provide guidance on navigating the complex rules and regulations surrounding Social Security and Medicare, which can be especially important for retirees in Ithaca who may have limited access to healthcare and other resources. Overall, a retirement planner can help residents of Ithaca, NY achieve financial security and peace of mind as they plan for their golden years.

Wealth Management

Residents of Ithaca, NY can benefit from a wealth manager in several ways. Firstly, a wealth manager can help them plan for their future financial goals, such as saving for retirement or their children's education. Secondly, they can assist in managing their investments and ensuring that they are diversified and aligned with their long-term goals. Additionally, a wealth manager can provide guidance on tax planning and estate planning, which can be especially important in a state like New York with high taxes. Furthermore, given that Ithaca is home to Cornell University and Ithaca College, a wealth manager can also provide advice on how to navigate the unique financial challenges that come with being a student or faculty member at these institutions. Overall, a wealth manager can help residents of Ithaca achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Ithaca, NY can benefit greatly from the expertise of a mortgage loan officer. With the high cost of living in Ithaca, many residents may struggle to secure a mortgage on their own. A loan officer can help guide them through the process and find the best mortgage options to fit their unique financial situation. Additionally, Ithaca is home to a large population of students and faculty members from Cornell University and Ithaca College. Loan officers can assist these individuals in navigating the complexities of obtaining a mortgage while working in higher education. Overall, residents of Ithaca can benefit from the personalized assistance and knowledge of a mortgage loan officer to make their dreams of homeownership a reality.

Tax Services

Residents of Ithaca, NY can benefit greatly from the expertise of a tax advisor. With the high cost of living in Ithaca, it's important for residents to maximize their tax deductions and credits to reduce their tax burden. A tax advisor can help residents navigate the complex tax laws and regulations to ensure they are taking advantage of all available tax breaks. Additionally, Ithaca is home to many small business owners and entrepreneurs, who can benefit from the guidance of a tax advisor to help them manage their business finances and stay compliant with tax laws. Overall, a tax advisor can provide valuable assistance to residents of Ithaca, helping them save money and stay financially secure.

Estate Planning Lawyer

Residents of Ithaca, NY can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents of Ithaca navigate complex tax laws and minimize tax liabilities. With Ithaca being home to several prestigious universities, an estate planning lawyer can also assist with setting up education trusts and other financial planning strategies to support future generations' educational pursuits. Overall, an estate planning lawyer can provide peace of mind and security for residents of Ithaca, knowing that their assets and loved ones are protected.

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