Best Financial Advisors in Rome, NY

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List of Firms

Rome, NY Fiduciary Financial Advisors

Moore Insurance Group

4 out of 5

Location 1002 Black River Blvd, Rome, NY 13440, USA
Phone (315) 371-4288
Primerica Financial Services
Location 503 N George St, Rome, NY 13440, USA
Phone (315) 225-4481
Vacca Consolidated Financial

5 out of 5

Location 217 N Washington St, Rome, NY 13440, USA
Phone (315) 533-5705
RBC Wealth Management
Location 200 W Dominick St, Rome, NY 13440, USA
Phone (315) 339-5444
Strategic Financial Services
SEC File# 801-33774
CRD# 109677

5 out of 5

Location 114 Business Park Dr, Utica, NY 13502, USA
Phone (315) 724-1776
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Tony Recco
Location 102 Business Park Dr, Utica, NY 13502, USA
Phone (315) 738-2088
D. K. Griffith & Company
Location 2108 Genesee St, Utica, NY 13502, USA
Phone (315) 793-9354
Robert B Good - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7800 NY-5, Clinton, NY 13323, USA
Phone (315) 853-2725
Merrill Lynch Wealth Management Advisor LuAnn K. Losito
Location 102 Business Park Dr, Utica, NY 13502, USA
Phone (315) 738-2095
Nathan G. Hanna, LLC

5 out of 5

Location 2219 Genesee St, Utica, NY 13501, USA
Phone (315) 939-8219
Sherry Christiansen - Prudential Financial
Location 600 French Rd, New Hartford, NY 13413, USA
Phone (315) 351-4303
Advanced Group Financial Services

5 out of 5

Location 2508 Genesee St, Utica, NY 13502, USA
Phone (315) 733-1010
Image of Rome, NY

About Rome, NY

The city of Rome, NY is located in Oneida County and is the county seat. The city has a population of 33,725 and is a part of the Utica-Rome Metropolitan Statistical Area. Major highways and streets in Rome include NY State Route 26, NY State Route 291, and NY State Route 69. Some of the city's landmarks include the Fort Stanwix National Monument, the Rome Capitol Theatre, and the Rome Free Academy. The top employers in Rome are General Electric, Mohawk Valley Health System, and Walmart. Some of the neighborhoods in Rome include Eastwood, North Utica, and South Utica. Sound Beach, and Mount Sinai Harbor.

Where Certified Financial Advisors in Rome, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Rome, NY residents have a number of banking services to choose from. The Rome Savings Bank offers personal and business checking, savings, money market, and certificate of deposit accounts. They also offer mortgages, home equity loans, auto loans, and credit cards. The Rome National Bank offers the same products as the Rome Savings Bank with the exception of certificates of deposit. Both banks offer online banking and bill pay services.

Insurance Broker

Rome, NY residents can benefit from the services of insurance brokers. These professionals can help people find the best policies for their needs, and they can also provide advice on how to make sure that their coverage is as comprehensive as possible. In addition, insurance brokers can assist people in filing claims and helping them to navigate the complex world of insurance.

Retirement Planning

Rome, NY residents have a lot of options when it comes to retirement planning. One popular option is working with a financial advisor. Financial advisors can help Rome, NY residents create a plan that fits their unique needs and goals. They can also provide guidance on how to save for retirement and how to withdraw money in retirement. Residents of Rome, NY who are interested in retirement planning should consider working with a financial advisor.

Wealth Management

Rome, NY is a town that is rich in history and culture. However, with the recent economic recession, many of Rome's residents are finding it difficult to make ends meet. Fortunately, there are wealth management firms that can help these residents get back on their feet. Wealth management firms can provide residents with financial planning services, investment advice, and more. By working with a wealth management firm, Rome's residents can rest assured knowing that they are taking the necessary steps to secure their financial future.

Estate Planning Lawyer

Estate planning lawyers in Rome, NY can help residents create a will, power of attorney, and living trust. These legal documents can help residents protect their assets and ensure their wishes are carried out after they die. Estate planning lawyers can also help residents establish guardianship for their children in the event both parents die suddenly.

Mortgage Loan Officer

Mortgage loan officers in Rome, NY can help residents by providing them with the best possible mortgage rates and terms. By shopping around for a mortgage, residents can save money on their home purchase. Loan officers can also help residents understand the various types of mortgages available, and they can provide advice on which mortgage is best for each individual's needs.

Tax Services

Residents of Rome, NY can benefit from the services of tax accountants. These professionals can help taxpayers understand and comply with the complicated tax code. In addition, they can help residents save money by maximizing deductions and credits. Finally, tax accountants can represent taxpayers in audits and disputes with the IRS.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Rome, NY