Best Financial Advisors in Oswego County, NY

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List of Firms

Oswego County, NY Fiduciary Financial Advisors

Randy Zeigler - Private Wealth Advisor, Ameriprise Financial Services, LLC

5 out of 5

Location 97 W Utica St, Oswego, NY 13126, USA
Phone (315) 342-1227
George R Allen, CLU, ChFC, CFP
Location 218 W 8th St, Oswego, NY 13126, USA
Phone (315) 343-2323
Edward Jones - Financial Advisor: Kathryn J Connell

5 out of 5

Location 4890 Jefferson St, Pulaski, NY 13142, USA
Phone (315) 298-6560
Allbright Asset Management Inc
Location 640 NY-48, Fulton, NY 13069, USA
Phone (315) 593-6795
York Wealth Management
Location 7421 Oswego Rd, Liverpool, NY 13090, USA
Phone (315) 396-2042
Leibundgut Capital Management
Location 102 E Seneca St, Oswego, NY 13126, USA
Phone (315) 692-4936
Quest Financial Services

5 out of 5

Location 7421 Oswego Rd, Liverpool, NY 13090, USA
Phone (315) 695-2391
Kurt Ferris - Prudential Financial
Location 154 W Bridge St, Oswego, NY 13126, USA
Phone (315) 216-6986
Prudential | Jack Blum | Life Insurance & Financial Services
Location 142 W 2nd St, Oswego, NY 13126, USA
Phone (315) 342-2443
Allstate Personal Financial Representative: Anthony Sgroi
Location 8610 Henry Clay Blvd, Clay, NY 13041, USA
Phone (315) 622-1208
Independent Financial Group of CNY
Location 6517 Lakeshore Rd, Cicero, NY 13039, USA
Phone (315) 632-0072
Horan Wealth Management
Location 136 E Genesee St Suite B, Baldwinsville, NY 13027, USA
Phone (315) 635-3666
Sharon Charles - Thrivent
Location 7897 Oswego Rd, Liverpool, NY 13090, USA
Phone (315) 451-0252
Fraser and Associates
Location 157 E 1st St, Oswego, NY 13126, USA
Phone (315) 348-9996
Legacy Financial Planning
Location 106 W Utica St Suite A, Oswego, NY 13126, USA
Phone (315) 800-5804
Edward Jones - Financial Advisor: Derek B Loomis, AAMS™

5 out of 5

Location 6265 NY-31 Suite #2, Cicero, NY 13039, USA
Phone (315) 699-1459
Financial Quest

5 out of 5

Location 35 Oswego St, Baldwinsville, NY 13027, USA
Phone (315) 753-4034
David H Horan Agency

5 out of 5

Location 6 Oswego St # 2, Baldwinsville, NY 13027, USA
Phone (315) 635-3666
Stout Financial Network LLC
Location 7824 NY-104, Oswego, NY 13126, USA
Phone (315) 343-0177
Allstate Personal Financial Representative: Dennis Murphy
Location 27 Gregory St, Oswego, NY 13126, USA
Phone (315) 209-2838
Edward Jones - Financial Advisor: Stephen K Wise, AAMS™

5 out of 5

Location 106 W 2nd St, Oswego, NY 13126, USA
Phone (315) 343-4063
Reliance Capital Management
Location 104 Rust Memorial Rd, Central Square, NY 13036, USA
Phone (315) 352-4114
Fineplan
Location 427 Main St A, Phoenix, NY 13135, USA
Phone (315) 695-5100
Edward Jones - Financial Advisor: Peter Bertone
Location 9 Salina St, Baldwinsville, NY 13027, USA
Phone (315) 635-0327
Harmony Financial Services | Robert Rolfe, Financial Advisor

5 out of 5

Location 35 E 1st St, Oswego, NY 13126, USA
Phone (315) 216-4052
Justin Owens - Thrivent
Location 7897 Oswego Rd, Liverpool, NY 13090, USA
Phone (315) 863-6360
Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC
Location 7672 Oswego Rd, Liverpool, NY 13090, USA
Phone (315) 409-4071
Financial Visions Group
Location 7240 B Lakeshore Rd, Cicero, NY 13039, USA
Phone (315) 699-9988
James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7672 Oswego Rd, Liverpool, NY 13090, USA
Phone (315) 546-0023
Justin Myers - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7672 Oswego Rd, Liverpool, NY 13090, USA
Phone (585) 313-8757
Allstate Personal Financial Representative: Gregory Knight
Location 27 Gregory St, Oswego, NY 13126, USA
Phone (315) 254-1930
United Financial Services

5 out of 5

Location 4769 Buckley Rd, Liverpool, NY 13088, USA
Phone (315) 451-5885
HFR Investment Advisory Services
Location 569 Little Canada Rd, Central Square, NY 13036, USA
Phone (315) 668-3332
Main Street Wealth Management
Location 8430 Oswego Rd #277, Liverpool, NY 13090, USA
Phone (315) 516-8052
Tom Razey - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7555 Morgan Rd Ste 1, Liverpool, NY 13090, USA
Phone (315) 870-9973
BowmanFX Group
Location 2657 State Rte 3 A7, Fulton, NY 13069, USA
Phone (315) 529-9418
Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7555 Morgan Rd Ste 1, Liverpool, NY 13090, USA
Phone (315) 870-9973
Ripley, Garlock & Associates Financial Planning Group - Northwestern Mutual
Location 81 State St, Phoenix, NY 13135, USA
Phone (315) 695-6367
Ladd Tax & Financial Services Inc

5 out of 5

Location 25 Canalview Mall, Fulton, NY 13069, USA
Phone (315) 598-1616
Grady BK, PLLC

5 out of 5

Location 17 W Cayuga St, Oswego, NY 13126, USA
Phone (315) 299-9005
RJ Caruso Tax & Accounting

5 out of 5

Location 364 East Ave, Oswego, NY 13126, USA
Phone (315) 342-4900
Alexander Hawthorne - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5700 Commons Park, East Syracuse, NY 13057, USA
Phone (315) 251-0512
Hinman & Associates, LLC.
Location 3829 NY-13, Pulaski, NY 13142, USA
Phone (315) 876-9695
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About Oswego County, NY

Oswego County is located in Central New York and is the largest county in the region. The county seat is Oswego, which is located on the shores of Lake Ontario. Major landmarks in the county include Fort Ontario, Oswego Speedway, and Pulaski Falls. The top employers in the county are SUNY Oswego, Walmart, and Lowe's. Major highways and streets in the county include Interstate 81 and New York State Route 104. The neighborhoods in Oswego County include Sandy Creek, Minetto, and Scriba.

Where Certified Financial Advisors in Oswego County, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, and Oswego County, NY residents are no exception. Banks offer a variety of products and services to their customers, including checking and savings accounts, loans, mortgages, and credit cards. In addition, banks also offer a wide range of online banking services that allow customers to conduct transactions and manage their finances online.

Insurance Broker

Oswego County, NY residents can benefit from the help of insurance brokers when looking for the right insurance policy. Insurance brokers have the expertise to help residents find policies that offer the best coverage at a price they can afford. In addition, insurance brokers can help residents understand the complex language of insurance policies and select the right policy for their needs.

Retirement Planning

Oswego County, NY residents can benefit greatly from working with a financial advisor when it comes to retirement planning. Financial advisors have the expertise and knowledge to help people make sound financial decisions that will allow them to retire comfortably. Advisors can help people save for retirement, invest their money wisely, and plan for unexpected expenses. In addition, advisors can provide valuable advice on how to reduce taxes and protect assets during retirement.

Wealth Management

Oswego County, NY is a rural county located in the northeast corner of the state. The county seat is Oswego, and the largest city is Fulton. According to the U.S. Census Bureau, as of 2010, the population was 62,618. The median household income was $47,848, and the per capita income was $21,527. The main industries in Oswego County are agriculture (including dairy farming), manufacturing (primarily paper products), and tourism (Lake Ontario and its beaches). In this article, we will discuss how wealth management can help residents of Oswego County to achieve their financial goals.

Estate Planning Lawyer

Estate planning lawyers can help Oswego County, NY residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help you avoid probate and make sure your assets are distributed according to your wishes. They can also help you set up guardianship for your children or pets in the event something happens to you. If you live in Oswego County, NY and need estate planning help, contact an attorney today.

Mortgage Loan Officer

Mortgage loan officers in Oswego County, NY can help residents by providing them with the best possible mortgage rates and terms. They can also help residents understand the mortgage process, and they can answer any questions that residents may have about mortgages. In addition, mortgage loan officers can provide referrals to other professionals who may be able to help residents with their home buying or refinancing needs.

Tax Services

Tax accountants can help Oswego County residents save money on their taxes. They can do this by helping residents file their taxes correctly and by helping them find tax breaks that they may be eligible for. Tax accountants can also help residents plan for their future tax liability. This can help them save money on their taxes in the long run.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Oswego County, NY