Best Financial Advisors in Onondaga County, NY

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Onondaga County, NY Fiduciary Financial Advisors

Heritage Financial Partners
SEC File# 801-111055
CRD# 158043
Location 333 W Washington St Suite 220, Syracuse, NY 13202, USA
Brackens Financial Solutions Network, LLC
Location 250 S Clinton St Suite 110, Syracuse, NY 13202, USA
Phone (315) 930-4499
Mark Couch - TIAA Financial Consultant
Location 250 S Clinton St Suite 310, Syracuse, NY 13202, USA
Phone (866) 698-4221
Matthew Lasher - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 241 E Genesee St, Syracuse, NY 13202, USA
Phone (315) 234-7021
Nichole LaChance - Financial Advisor, Ameriprise Financial Services, LLC
Location 5786 Widewaters Pkwy, Syracuse, NY 13214, USA
Phone (315) 449-1563
Marcia Irvin - RBC Wealth Management Financial Advisor
Location 5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214, USA
Phone (315) 423-1435
Traditions Wealth Partners Inc.
Location 6739 Myers Rd, East Syracuse, NY 13057, USA
Phone (315) 422-2100
Frank P Arkinson - RBC Wealth Management Financial Advisor
Location 5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214, USA
Phone (315) 423-1406
Cody Perkov - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 5750 Commons Park, East Syracuse, NY 13057, USA
Phone (315) 701-2983
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About Onondaga County, NY

Onondaga County is located in central New York and is the most populous county in the state. The county seat is Syracuse, which is also the largest city in the county. Other major cities in Onondaga County include Liverpool, Camillus, and Baldwinsville. Some of the most notable landmarks in Onondaga County include Destiny USA, a massive shopping and entertainment complex, and Armory Square, a popular downtown district. The top employers in the county are Syracuse University, SUNY Upstate Medical University, and Lockheed Martin Aeronautics. Major highways and streets in Onondaga County include Interstate 81 and Route 690. Some of the county's neighborhoods include Eastwood, Skaneateles Lake, and Solvay.

Where Certified Financial Advisors in Onondaga County, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Onondaga County, NY residents have a number of services that banks can provide them. These include, but are not limited to: -Checking and savings accounts -Loans for cars, homes, and businesses -Credit cards -Mortgages -Investment advice Each of these services can be helpful in different ways as Onondaga County residents go about their lives. For example, a checking account can help people keep track of their expenses while a loan can help someone purchase a new car or home. Ultimately, it is important for Onondaga County residents to find the bank that best suits their needs so they can take advantage of all the great services available to them.

Insurance Broker

Onondaga County, NY residents can rest assured that they have the best insurance brokers at their disposal. These professionals are knowledgeable in a variety of areas, and can help residents find the right type of coverage for their needs. Whether someone is looking for auto insurance, homeowners insurance, or another type of policy, a broker will be able to assist. Thanks to these experts, Onondaga County residents can have peace of mind knowing that they and their families are protected in case of an emergency.

Retirement Planning

Onondaga County, NY residents have a lot to consider when it comes to retirement planning. Financial advisors can help individuals in the county weigh all their options and make the best choices for their future. Advisors can provide guidance on everything from saving for retirement to investing money wisely. They can also help people stay on track with their plans, making sure they don't fall behind on their goals.

Wealth Management

Onondaga County, NY is one of the poorest counties in the state. According to a report by The New York Times, "nearly 1 in 3 residents (30 percent) live below the poverty line, compared with 18 percent statewide." This lack of wealth and opportunity has led to many social problems in the county. However, there is hope. Wealth management can help Onondaga County residents build their wealth and improve their lives. Wealth management is a process where individuals or families work with a financial planner to save money, invest money wisely, and plan for their future. This process can be incredibly helpful for people who are living in poverty or who have limited resources. Wealth management can help Onondaga County residents save money, invest money wisely, and plan for their future. By working with a financial planner, individuals in Onondaga County can build their wealth and improve their lives.

Estate Planning Lawyer

Estate planning lawyers can help Onondaga County, NY residents protect their assets and plan for the future. They can help you create a will, designate heirs, and set up trusts to ensure that your property is distributed according to your wishes. They can also help you manage your estate during your lifetime, and make arrangements for care in the event of your incapacity. If you live in Onondaga County, NY, it is important to have an estate plan in place. An estate planning lawyer can help you create one that meets your specific needs.

Mortgage Loan Officer

Mortgage loan officers in Onondaga County, NY can help residents by providing them with the best mortgage rates and products available. By shopping around for the best rates and products, residents can save money on their home loans and get into their dream homes sooner. Loan officers can also provide advice on refinancing, home equity loans, and more.

Tax Services

Tax accountants can help residents of Onondaga County, NY in a few ways. The first way is by helping them understand their taxes. This includes helping them file their taxes and ensuring that they are getting the best possible return on their investment. Tax accountants can also help residents plan for their future. This includes helping them save for retirement and reducing their tax burden in the future. Lastly, tax accountants can help residents with audits and other tax-related issues. Overall, tax accountants provide a valuable service to residents of Onondaga County, NY.

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FAQs About Personal Financial Advisors in Onondaga County, NY