Best Financial Advisors in Jefferson County, NY

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List of Firms

Jefferson County, NY Fiduciary Financial Advisors

Legend Group Inc
Location 636 Coffeen St, Watertown, NY 13601, USA
Phone (315) 782-7973
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William J. Tremont - RBC Wealth Management Financial Advisor
Location 19485 US-11, Watertown, NY 13601, USA
Phone (315) 786-4204
Language https://us.rbcwealthmanagement.com/conde-tremont?utm_source=GMB&utm_medium=Yext
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The Freislich Group, Inc
Location 23697 NY-12, Watertown, NY 13601, USA
Phone (315) 782-4409
Language http://www.freislichgroup.com/
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Watertown, NY Branch Office - UBS Financial Services Inc.
Location 215 Washington St 2nd Floor, Suite 213, Watertown, NY 13601, USA
Phone (855) 872-1792
Language https://local.ubs.com/watertown-ny/?utm_source=Yext&utm_medium=GMB&utm_campaign=162398&y_source=1_MjYwOTM0MTEtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Financial Advisors in Jefferson County, NY

Where Certified Financial Advisors in Jefferson County, NY Serve

Jefferson County, located in upstate New York, is home to a plethora of landmarks that showcase the area's rich history. From the historic Sackets Harbor Battlefield State Historic Site to the picturesque Boldt Castle, there is no shortage of stunning sights to see in this county. In terms of top employers, the county is home to a variety of industries including healthcare, education, and manufacturing. Some of the largest employers in the area include Carthage Area Hospital, Watertown City School District, and the Fort Drum military base. As for major highways and streets, the county is intersected by several major routes including Interstate 81, Route 12, and Route 3. These roads provide easy access to nearby cities such as Syracuse and Rochester, making Jefferson County a convenient location for both residents and businesses. There are several neighborhoods within Jefferson County, each with its own unique charm and character.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Jefferson County, NY can benefit from the guidance of a financial advisor in various ways. One of the most common ways is by creating a personalized financial plan that can help them achieve their long-term goals, such as retirement or saving for their children's education. A financial advisor can also assist residents in managing their debt and improving their credit score, which is particularly important in Jefferson County, where the median household income is lower than the state average. Additionally, a financial advisor can provide advice on local investment opportunities, such as the thriving agricultural industry in the county, and help residents navigate the complex tax laws that apply to New York State. Overall, a financial advisor can provide valuable support to residents of Jefferson County, helping them make informed financial decisions and improve their overall financial well-being.

Insurance Broker

Residents of Jefferson County, NY can benefit greatly from the services of an insurance broker. For instance, Jefferson County is home to a large number of farmers who rely heavily on their agricultural operations for their livelihoods. An insurance broker can help these farmers find comprehensive coverage for their crops, livestock, and equipment, as well as liability insurance to protect them in case of accidents or injuries on their property. Additionally, an insurance broker can assist residents of Jefferson County in finding affordable health insurance options, which can be especially important for those who live in rural areas with limited access to healthcare facilities. With the help of an insurance broker, residents of Jefferson County can feel confident that they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Jefferson County, NY could greatly benefit from the assistance of a retirement planner. One of the most common ways that a retirement planner could help is by providing guidance on how to maximize retirement savings and investments. This is especially important for residents of Jefferson County, NY, where the cost of living can be higher than in other areas of the state. A retirement planner can help residents navigate the complexities of retirement planning, including understanding the tax implications of different investment options and creating a personalized plan that takes into account their unique financial situation and goals. By working with a retirement planner, residents of Jefferson County, NY can feel more confident in their ability to achieve a comfortable retirement and enjoy their golden years.

Wealth Management

Residents of Jefferson County, NY could greatly benefit from the services of a wealth manager. With a population of just over 100,000, Jefferson County is known for its strong agricultural industry and military presence, with Fort Drum being one of the largest employers in the area. A wealth manager could assist residents in navigating the complexities of retirement planning, investment strategies, and tax planning, all while taking into account the unique aspects of living in Jefferson County. For example, with the prevalence of military families in the area, a wealth manager could provide guidance on military-specific financial benefits and resources. Additionally, with the county's strong agricultural roots, a wealth manager could help farmers and small business owners with succession planning and other financial considerations specific to their industry. Overall, a wealth manager could be a valuable resource for residents of Jefferson County looking to secure their financial future.

Mortgage Loan Officer

Residents of Jefferson County, NY can greatly benefit from the services of a mortgage loan officer. With a population of over 100,000 people, many residents in the county are looking to purchase their first home or refinance their current mortgage. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan and ensure they get the best possible interest rates. Additionally, Jefferson County is home to a large military population due to the presence of Fort Drum. A mortgage loan officer can help military families take advantage of VA loans and other benefits available to them. Overall, a mortgage loan officer can provide invaluable assistance to residents of Jefferson County, NY looking to achieve their dream of homeownership.

Tax Services

Residents of Jefferson County, NY can greatly benefit from the expertise of a tax advisor. A tax advisor can assist with preparing tax returns, identifying deductions and credits, and providing guidance on tax planning strategies. In Jefferson County, where the economy is largely driven by agriculture and tourism, a tax advisor can also provide specialized knowledge on tax laws and regulations related to these industries. Additionally, with Fort Drum Army Base located in the county, tax advisors can assist military personnel and their families with navigating the unique tax implications of military service. Overall, a tax advisor can help residents of Jefferson County navigate the complexities of the tax code and maximize their financial well-being.

Estate Planning Lawyer

Residents of Jefferson County, NY can benefit greatly from the services of an estate planning lawyer. These legal professionals can assist with drafting wills, trusts, and other important documents that ensure one's assets are distributed according to their wishes after they pass away. In a county like Jefferson, where agriculture is a major industry, an estate planning lawyer can also help farmers with succession planning and transferring ownership of their land and equipment to the next generation. Additionally, estate planning lawyers can assist with healthcare directives and powers of attorney, which are crucial for individuals who may become incapacitated and unable to make decisions for themselves. Overall, working with an estate planning lawyer can provide peace of mind and a sense of security for residents of Jefferson County, NY.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Jefferson County, NY

A financial advisor in Jefferson County, NY can provide a range of essential financial advising services to individuals and businesses alike. From investment management to retirement planning, a skilled financial advisor can help clients navigate the complex financial landscape with ease. One area where Jefferson County, NY stands out is in its agriculture industry. With a rich history of farming and a strong agricultural community, a financial advisor in this region may specialize in providing financial advice to farmers and agricultural businesses. This could include services such as crop insurance, farm succession planning, and tax planning for agricultural operations. With the unique needs of the agricultural community in mind, a financial advisor in Jefferson County, NY can provide specialized and tailored advice to help farmers and businesses thrive.

Jefferson County, NY is an exceptional location to receive financial advising due to its diverse and robust economy. The county boasts a thriving agricultural sector, a burgeoning manufacturing industry, and a growing tourism market. This dynamic economic landscape provides financial advisors with a unique opportunity to offer tailored advice to clients from a variety of backgrounds and industries. Additionally, Jefferson County's close proximity to the Canadian border and access to international trade routes make it an ideal location for businesses looking to expand globally. With so many opportunities for growth and investment, it's no wonder that Jefferson County is quickly becoming a go-to destination for those seeking top-notch financial advising services.