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
Watertown, NY Branch Office - UBS Financial Services Inc.
Location 215 Washington St 2nd Floor, Suite 213, Watertown, NY 13601, USA
Phone (855) 872-1792
William J. Tremont - RBC Wealth Management Financial Advisor
Location 19485 US-11, Watertown, NY 13601, USA
Phone (315) 786-4204
The Freislich Group, Inc
Location 23697 NY-12, Watertown, NY 13601, USA
Phone (315) 782-4409
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About Jefferson County, NY

Jefferson County is located in upstate New York and is home to the cities of Watertown and Carthage. The county is bisected by the Black River, which provides ample opportunities for fishing, boating, and other recreational activities. The top employers in Jefferson County are Fort Drum, SUNY Jefferson, and Carthage Central School District. Major highways and streets in the area include Interstate 81 and State Routes 3 and 26. Some of the neighborhoods in Jefferson County include Evans Mills, Theresa, Dexter, and Cape Vincent.

Where Certified Financial Advisors in Jefferson County, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

There are many services that banks can provide Jefferson County, NY residents. Some of these services include check cashing, money orders, and bill paying. In addition to these standard services, many banks also offer more specialized services, such as home equity loans and car loans. Furthermore, banks often have special promotions for their customers, such as free checking or cash back on purchases.

Insurance Broker

Residents of Jefferson County, NY can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and navigate the complex world of insurance. Brokers are licensed professionals who are familiar with the products offered by different insurers. They can help you find the right policy for your needs and budget.

Retirement Planning

Financial advisors in Jefferson County, NY can help residents with a variety of retirement planning needs. Many people in the area are nearing retirement age and need help figuring out how to make the most of their money during this time. Financial advisors can provide advice on investments, Social Security benefits, pensions, and more. They can also help residents create a budget for their retirement years and ensure that they have enough money to cover all their expenses.

Wealth Management

Wealth management is an important service for residents of Jefferson County, NY. The county has a rich history, and its residents are proud of their community spirit and the opportunities they have to work hard and succeed. However, not everyone in the county is wealthy, and many families are struggling to make ends meet. Wealth management can help these families access the resources they need to improve their lives. Wealth management services can provide families with access to education, healthcare, and other essential services that can help them get ahead. They can also provide financial assistance in times of need, and help families save for retirement or other long-term goals. The wealth management professionals at our firm are dedicated to helping our clients achieve their goals and build a better future for themselves and their families. We offer a wide range of services that can meet the needs of any family in Jefferson County, NY.

Estate Planning Lawyer

Estate planning lawyers can help Jefferson County, NY residents protect their assets and plan for the future. In particular, estate planning attorneys can help residents create wills and trusts, which can ensure that their assets are distributed according to their wishes after they die. Estate planning lawyers can also help residents establish power of attorney and health care proxies, which allow them to designate someone else to make decisions on their behalf in the event that they become unable to do so themselves. Finally, estate planning lawyers can assist residents in setting up charitable giving arrangements, which can provide tax benefits and support important causes.

Mortgage Loan Officer

Mortgage loan officers can help Jefferson County, NY residents in a number of ways. For example, they can work with residents to find the best mortgage products available, as well as provide guidance on how to get the best rates and terms. Mortgage loan officers can also help residents understand their credit scores and what they need to do in order to improve them. In addition, they can assist in finding affordable housing in the area.

Tax Services

The Jefferson County, NY Office of the Tax Receiver is responsible for the assessment and collection of all taxes levied by the county. The office also assists taxpayers in understanding their tax bills and filing property tax exemptions. The county's tax assessor is responsible for appraising all taxable property in the county.Taxpayers who have questions about their tax bill or would like help filing an exemption should contact the Jefferson County, NY Office of the Tax Receiver. Tax accountants can also provide assistance to taxpayers in Jefferson County, NY. They can help taxpayers understand their tax bill, file for exemptions, and represent them in appeals hearings if necessary.


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