Retirement Planning in Oneida County, NY

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List of Firms

Top Retirement Planners in Oneida County, NY

Paradigm Consulting
SEC File# 801-68347
CRD# 144990
Location 133 Business Park Dr, Utica, NY 13502, USA
Phone (315) 797-8400
Language http://www.paradigmci.com/
Directions
Mohawk Valley Capital Management
Location 7920 NY-5, Clinton, NY 13323, USA
Phone (315) 724-3538
Directions
The La Paglia-Leogrande Group - Morgan Stanley
Location 106 Business Park Dr, Utica, NY 13502, USA
Phone (315) 792-1292
Language https://advisor.morganstanley.com/the-la-paglia-leogrande-group?y_source=1_MTA4MzAxODEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Stephen Golembiowski CFP®, CLU®, ChFC®, RICP®
Location 96 Britt Pl, Barneveld, NY 13304, USA
Phone (315) 896-4044
Language http://www.stevegfinancial.com/
Directions
Adirondack Financial Services Corporation
Location 185 Genesee St #210, Utica, NY 13501, USA
Phone (315) 724-4186
Language http://www.adkfinancialservices.com/
Directions
Ascent Wealth Partners
SEC File# 801-72693
CRD# 158898
5 out of 5
Location 89 Genesee St, New Hartford, NY 13413, USA
Phone (315) 624-7300
Language http://www.ascentwealthpartners.com/
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
Directions
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
Language http://investstrategic.com/
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
Directions
Advanced Group Financial Services
5 out of 5
Location 2508 Genesee St, Utica, NY 13502, USA
Phone (315) 733-1010
Language http://www.advancedgroupfs.com/
Directions
Retirement Planning in Oneida County, NY

About Oneida County, NY for Those Planning to Retire

Oneida County, NY is a diverse and vibrant region located in the heart of upstate New York. The county is home to a plethora of landmarks, including the famous Turning Stone Resort and Casino, the Utica Zoo, and the Erie Canal. These attractions draw visitors from all over the world, making Oneida County a hub of tourism and economic activity. In addition to its many landmarks, Oneida County is also home to a number of top employers, including Utica National Insurance Group, Mohawk Valley Health System, and Rome Memorial Hospital. These companies provide stable employment opportunities for thousands of residents, helping to drive the local economy forward. When it comes to transportation, Oneida County is well-connected to the rest of the state and beyond. Major highways and streets like I-90, Route 12, and Route 49 run through the county, providing easy access to nearby cities like Syracuse and Albany.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Oneida County, NY can benefit from a bank in various ways. One of the most common ways is through the provision of financial services such as loans, mortgages, and savings accounts. Banks can help residents of Oneida County, NY to achieve their financial goals by providing them with the necessary funds to start a business, buy a home, or save for the future. Additionally, banks in Oneida County, NY can offer investment services that allow residents to grow their wealth through investment in stocks, bonds, and other financial instruments. Moreover, banks can help residents of Oneida County, NY to manage their finances by providing online banking services that allow them to monitor their accounts, pay bills, and transfer funds from the comfort of their homes. With the complexity of the financial world, having a bank that can simplify and provide solutions for Oneida County, NY residents' financial needs is essential.

Insurance Broker

Residents of Oneida County, NY can benefit from the services of an insurance broker in numerous ways. One of the most common ways is by providing them with a better understanding of the unique insurance needs of the county. Given that Oneida County is home to numerous small businesses and agricultural enterprises, an insurance broker can help these businesses navigate the complex insurance landscape and provide them with customized insurance solutions that meet their specific needs. Additionally, an insurance broker can also help Oneida County residents understand the nuances of insurance policies, such as coverage limits, deductibles, and exclusions. This can help residents make informed decisions when selecting insurance policies that best meet their needs and budget. Overall, an insurance broker can be a valuable resource for Oneida County residents, helping them protect their assets and achieve financial security.

Wealth Management

Residents of Oneida County, NY can benefit greatly from the expertise of a wealth manager in a variety of ways. One specific area where a wealth manager can provide assistance is in navigating the complex tax laws of the state of New York. With a wealth manager's guidance, residents can optimize their tax strategies to minimize their liabilities and maximize their savings. Moreover, a wealth manager can help residents of Oneida County, NY to develop a comprehensive financial plan that takes into account their unique goals, risk tolerance, and investment preferences. This includes analyzing investment opportunities, managing risk, and ensuring that their portfolio is diversified to minimize exposure to market volatility. Overall, a wealth manager can provide invaluable assistance to residents of Oneida County, NY in achieving their financial objectives and securing their financial future.

Financial Advisor

Residents of Oneida County, NY could greatly benefit from the expertise of a financial advisor. With a population of over 230,000, the county has a diverse mix of industries, including healthcare, education, and manufacturing. A financial advisor can help individuals navigate the complexities of retirement planning, investment strategies, and tax planning, which can be especially important in a county where the median household income is around $50,000. Additionally, with the county's proximity to the Adirondack Mountains and numerous state parks, a financial advisor can assist in creating a plan for funding outdoor recreational activities, such as hiking, camping, and skiing. Overall, a financial advisor can provide valuable guidance and support to residents of Oneida County, NY, helping them to achieve their financial goals and secure a stable financial future.

Mortgage Loan Officer

Residents of Oneida County, NY can greatly benefit from the services of a mortgage loan officer. These professionals can assist individuals in obtaining the necessary financing to purchase a home or refinance an existing mortgage. Specifically, in Oneida County, NY, where the median home value is $142,300, many residents may require the assistance of a mortgage loan officer to navigate the complex and often confusing process of securing a mortgage. Additionally, with a population of over 230,000, Oneida County, NY has a diverse range of individuals with varying financial backgrounds and needs. A mortgage loan officer can help tailor a loan to meet each individual's unique circumstances, whether they are a first-time homebuyer, have a less-than-perfect credit score, or are looking to invest in a multi-family property. The expertise and guidance of a mortgage loan officer can make the dream of homeownership a reality for the residents of Oneida County, NY.

Tax Services

Residents of Oneida County, NY could benefit from the guidance of a tax advisor in a multitude of ways. For instance, a tax advisor could assist residents in navigating the complex tax laws and regulations specific to Oneida County, NY. The advisor could help residents identify deductions and credits that they may be eligible for, such as the STAR program, which provides property tax relief to eligible homeowners. Additionally, a tax advisor could provide guidance on how to properly file taxes, avoiding costly mistakes and potential audits. With the recent changes to the tax code, a tax advisor could help residents understand how these changes may impact their tax liability and provide advice on how to adjust their financial planning accordingly. Overall, a tax advisor could provide invaluable assistance to residents of Oneida County, NY in managing their finances and ensuring compliance with local tax laws.

Estate Planning Lawyer

Residents of Oneida County, NY can benefit from the services of an estate planning lawyer in various ways. For instance, an estate planning lawyer can assist in drafting a will to ensure that assets are distributed according to the client's wishes. Additionally, estate planning lawyers can help clients establish trusts to protect assets from creditors, minimize estate taxes, and ensure that beneficiaries receive their inheritance in a timely manner. In Oneida County, NY, where the median household income is $51,000 and the poverty rate is 14.5%, estate planning lawyers can also help clients plan for long-term care and Medicaid eligibility. This is especially important given that the county has a high population of elderly residents, with 16.5% of the population being 65 years and older. Overall, an estate planning lawyer can provide invaluable assistance to residents of Oneida County, NY, helping them protect their assets and plan for the future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Oneida County, NY are designed to help individuals prepare for their golden years. These services include comprehensive financial planning, investment management, and estate planning. The retirement planner can help clients determine their retirement goals, assess their current financial situation, and develop a personalized plan to achieve their objectives. Oneida County, NY is known for its diverse economy, with industries ranging from healthcare and education to manufacturing and agriculture. This complexity makes it all the more important for a retirement planner to have a deep understanding of the local economy and investment opportunities. By leveraging their expertise and knowledge of the region, a retirement planner can help clients maximize their retirement savings and achieve financial security in their later years.

Oneida County, NY is the ultimate destination for those seeking a retirement planner. With its diverse range of financial advisors and planners, Oneida County offers a plethora of options for retirees to choose from. The county boasts a robust economy and a low cost of living, making it an ideal location for retirees looking to maximize their savings. The area is also home to a large number of retirement communities and assisted living facilities, providing retirees with a wide range of housing options to suit their individual needs. Furthermore, Oneida County's proximity to major metropolitan areas, such as New York City and Boston, provides retirees with access to world-class healthcare and entertainment options. With its unparalleled combination of financial expertise, affordable living, and high-quality healthcare, Oneida County, NY is the perfect place to find a retirement planner.