Retirement Planning Firms in Elmira, NY

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List of Firms

Retirement Planning Firms in Elmira, NY

Peter Mcevoy - Morgan Stanley
Location 100 W Church St, Elmira, NY 14901, USA
Phone (607) 271-4035
Rooted Planning Group
SEC File# 801-112546
CRD# 284120
Location 10 E Market St, Corning, NY 14830, USA
Phone (607) 438-2761
Socha Financial Group, LLC
SEC File# 801-114654
CRD# 299263

5 out of 5

Location 181 E 2nd St, Corning, NY 14830, USA
Phone (607) 962-0605
The Goldman McEvoy Group - Morgan Stanley
Location 100 W Church St, Elmira, NY 14901, USA
Phone (607) 271-4000
Colony Park Apartments

4 out of 5

Location 1210 W Water St, Elmira, NY 14905, USA
Phone (607) 734-4836
Wells Fargo Advisors Financial Network office of O'Brien Financial Group

1 out of 5

Location 99 W 1st St, Corning, NY 14830, USA
Phone (607) 973-2440
Lon Jury - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 19 Waln St, Wellsboro, PA 16901, USA
Phone (570) 724-5090
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About Elmira, NY

Elmira, NY is a city in Chemung County, New York, United States. The population was 29,272 at the 2010 census. The city is the county seat of Chemung County. Elmira's landmarks include the Arnot Art Museum, Eldridge Park, and the Elmira Correctional Facility. The top employers in Elmira are Corning Inc., Painted Post West School District, and St. Joseph's Hospital. Major highways and streets in Elmira include Interstate 86 and New York State Route 17. The neighborhoods of Elmira include Ann Street-Downtown, Belmont-Southside, Broadway-Westside, Eastside-Southside, Heights-Northside, and Wellsburg-Eastside.

Related Services

Banks and Credit Unions

There are a few banks and credit unions in Elmira, NY that offer a variety of services to those living in the area. Some benefits include a wide range of products, such as checking and savings accounts, loans, and mortgages, convenient locations with extended hours, online banking options for easy access to your accounts, and mobile apps that let you manage your finances on the go.

Estate Planning Lawyer

If you live in Elmira, NY, and are looking for ways to protect your estate and ensure that your loved ones are taken care of after you die, then you should consider working with an estate planning lawyer. An estate planning lawyer can help you create a will or trust that will ensure that your property is distributed as you wish after your death. They can also help you set up powers of attorney and healthcare directives, which will allow someone else to make decisions on your behalf if you become incapacitated.

Mortgage Loan Officer

There are many benefits to working with a mortgage loan officer in Elmira, NY. One of the biggest benefits is that you can get expert advice on what type of mortgage is best for your needs. A mortgage loan officer can also help you get the best interest rate and term for your mortgage. Additionally, a mortgage loan officer can help you through the entire mortgage process, from application to closing.

Wealth Management

Residents of Elmira, NY can benefit in a number of ways by working with a wealth manager in their area. Wealth managers have the experience and expertise to help individuals and families make sound financial decisions that will help them reach their financial goals. In addition, wealth managers can provide valuable insight and guidance when it comes to estate planning, retirement planning, and more.

Financial Advisor

Living in Elmira can be expensive, especially when you have a family to support. But with the help of a financial advisor, you can make the most of your money and live comfortably within your means. A financial advisor can help you save for retirement, plan for major expenses, and invest your money wisely. They can also help you get out of debt and build a solid financial foundation for the future. If you're looking for ways to improve your financial situation, working with a financial advisor is a great place to start.

Insurance Broker

If you live in Elmira, NY and are looking for ways to save money on your insurance, then you should consider working with an insurance broker. An insurance broker can help you find the best rates on car, health, and home insurance. They can also help you find discounts on your policies, and they can provide you with advice on how to protect your assets.

Tax Services

Elmira, NY residents can benefit greatly by working with a tax accountant in their area. An accountant can help residents understand their taxes and file their returns correctly, ensuring they get the most out of their refund or minimize their tax liability. Additionally, an accountant can offer advice on how to best structure one's finances in order to save money on taxes. For these reasons and more, it is highly recommended that Elmira, NY residents work with a local tax accountant.