Best Financial Advisors in Oneida County, NY

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List of Firms

Oneida County, NY Fiduciary Financial Advisors

Raymond James Financial Services
Location 94 E Seneca St #5, Sherrill, NY 13461, USA
Phone (315) 361-6165
Gehrig Financial Planning

5 out of 5

Location 40 Oxford Rd Suite #110 Floor 1, New Hartford, NY 13413, USA
Phone (315) 715-7185
Anjani Prabhu - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2406 Genesee St, Utica, NY 13502, USA
Phone (315) 376-8027
Edward Jones - Financial Advisor: Kyle B Velte
Location 136 Vanderbilt Ave, Oneida, NY 13421, USA
Phone (315) 361-4727
Nicholas J Calogero - Morgan Stanley
Location 106 Business Park Dr, Utica, NY 13502, USA
Phone (315) 792-1242
Vacca Consolidated Financial

5 out of 5

Location 217 N Washington St, Rome, NY 13440, USA
Phone (315) 533-5705
Choice Investments LLC

5 out of 5

Location 115 Genesee St, New Hartford, NY 13413, USA
Phone (315) 732-7200
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About Oneida County, NY

Oneida County is located in central New York State. The county seat is Utica and the largest city is Rome. The county was named for the Oneida tribe of Native Americans who lived in the area before European colonization. The county has a population of approximately 315,000 and a land area of 1,260 square miles. Major highways and streets include Interstates 90 and 81, as well as New York State Routes 12, 8, 5, and 233. Some of the county's most notable landmarks include the Erie Canal Museum in Rome, the Oneida County Courthouse in Utica, and Sylvan Beach Amusement Park on Oneida Lake. The top employers in the county include General Electric, St. Luke's Hospital, Faxton-St. Luke's Healthcare, and SUNY Polytechnic Institute. Oneida County's neighborhoods include Utica, Rome, Canastota, Whitesboro, Vernon Center, Sherrill, and Chadwicks.

Where Certified Financial Advisors in Oneida County, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Attention: Looking for a bank that can provide you with all your needs?Interest: Oneida County, NY residents have a variety of banks to choose from when it comes to finding the perfect one for their needs. But what if you could go to one place and get everything done from opening a checking account to applying for a mortgage? Thats where we come in. We offer all the services you need under one roof, so you can focus on your day-to-day life without having to worry about banking.Desire: Come see us today and let us show you how easy banking can be. You wont regret it!Action: Visit our website or give us a call today to learn more about our services.

Insurance Broker

Insurance brokers are an important part of the community, and they can help Oneida County, NY residents in a variety of ways. For example, insurance brokers can help residents find the right type of insurance coverage for their needs, and they can also help residents file claims if they need to make a claim. Additionally, insurance brokers can help residents understand their policies and make sure they are getting the best possible rates. Overall, insurance brokers play a vital role in the community, and they can help residents in a number of ways.

Retirement Planning

Financial advisors can help Oneida County, NY residents with retirement planning in a few ways. They can help residents figure out how much money they will need to have saved up in order to retire comfortably, and can also help them invest their money in a way that will provide them with a steady stream of income once they retire. Additionally, financial advisors can help residents plan for unexpected expenses that may come up during retirement. By working with a financial advisor, Oneida County, NY residents can feel confident that they are on track to have a successful retirement.

Wealth Management

Attention: Oneida County, NY residents are looking for a better way to manage their wealthInterest: Wealth management is the process of managing financial assets. A professional wealth manager can help individuals and families grow, protect and distribute their wealth. They can provide guidance on investment planning, tax planning, retirement planning and more.Desire: A good wealth manager will work with you to create a personalized plan that meets your specific needs and goals. They can help you save money on taxes, make wise investments and ensure that your money is working hard for you.Action: Contact our office today to schedule a free consultation with one of our experienced wealth managers! We would be happy to answer any questions you have and help you get started on the path to financial success.

Estate Planning Lawyer

If you're a resident of Oneida County, NY, it's important to have an estate plan in place. An estate plan can help ensure that your assets are distributed according to your wishes after you die. It can also help protect your loved ones from financial and legal complications.If you're interested in creating an estate plan, it's important to work with a qualified estate planning lawyer. An estate planning lawyer can help you draft a will, designate a guardian for your children, and create other documents that will help ensure your estate is handled in accordance with your wishes.If you're located in Oneida County, NY, please contact the estate planning lawyers at The Law Office of Frederick D. Bergeson for more information. We would be happy to help you create an estate plan that meets your needs and protects your loved ones.

Mortgage Loan Officer

Mortgage loan officers are a vital part of the community, and they can help Oneida County, NY residents in many ways. They can help people find the right mortgage for their needs, and they can help them understand the terms of their mortgage. They can also help people stay up to date on their mortgage payments, and they can help them work through any problems that may arise. Mortgage loan officers are an important resource for homeowners in Oneida County, NY, and they play a crucial role in the community.

Tax Services

Tax accountants can help Oneida County, NY residents by ensuring they are getting the best possible return on their investment. Accountants can also help residents understand and take advantage of tax breaks and deductions that they may be eligible for. In addition, accountants can help keep track of important tax deadlines and ensure that tax payments are made on time.


FAQs About Personal Financial Advisors in Oneida County, NY