Retirement Planning in Rome, NY

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List of Firms

Top Retirement Planners in Rome, NY

Birch Wealth Management
SEC File# 801-121325
CRD# 304727
Location 414 N James St, Rome, NY 13440, USA
Phone (315) 795-2005
Primerica Financial Services
Location 503 N George St, Rome, NY 13440, USA
Phone (315) 225-4481
Joseph A Gunther, CFP
5 out of 5
Location 203 W Dominick St, Rome, NY 13440, USA
Phone (315) 336-3070
Prudential | Dick Presky | Life Insurance & Financial Services
3 out of 5
Location 214 N Washington St, Rome, NY 13440, USA
Phone (315) 336-0375
Gehrig Financial Planning
5 out of 5
Location 40 Oxford Rd Suite #110 Floor 1, New Hartford, NY 13413, USA
Phone (315) 715-7185
Edward Jones
SEC File# 801-3297
CRD# 250
Location 130 Oriskany Blvd, Whitesboro, NY 13492, USA
Phone (315) 736-2967
Securities & Investment Advisors
1 out of 5
Location 186 Canal St, Canastota, NY 13032, USA
Phone (315) 697-4032
CG Capital
SEC File# 801-113853
CRD# 298007
Location 139 Genesee St, New Hartford, NY 13413, USA
Phone (315) 765-6032
Primerica Financial Services
3 out of 5
Location 10 Main St Suite 101, Whitesboro, NY 13492, USA
Phone (315) 725-2178
Scharf, DeSarro, La Paglia, Leogrande Group - Morgan Stanley
Location 106 Business Park Dr, Utica, NY 13502, USA
Phone (315) 792-1216
Lee E Kalin & Associates, Inc
Location 7207 E Genesee St, Fayetteville, NY 13066, USA
Nathan G. Hanna, LLC
5 out of 5
Location 2219 Genesee St, Utica, NY 13501, USA
Phone (315) 939-8219
CenterBridge Planning Group
Location 443 N Franklin St, Syracuse, NY 13204, USA
Phone (315) 760-3375
Retirement Planning in Rome, NY

About Rome, NY for Those Planning to Retire

Rome, NY is a city in central New York that is home to several landmarks, including the Rome Capitol Building, the Fort Stanwix National Monument, and the Oneida County Courthouse. The top employers in Rome include General Electric, Mohawk Valley Health System, and Lockheed Martin. Major highways and streets in Rome include Interstate 90 and State Route 46. The neighborhoods in Rome include North Utica, West Utica, and East Utica.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Banks and credit unions offer a variety of services to their customers, which can be beneficial to those living in Rome, NY. For example, banks provide checking and savings accounts, loans, mortgages, and other financial products. In addition, many banks have ATMs located throughout the area for easy access to cash. Credit unions typically offer the same products as banks but may have lower interest rates on loans and mortgages. They also often have more relaxed membership requirements than banks.

Estate Planning Lawyer

If you live in Rome, NY, an estate planning lawyer can help you protect your property and assets for the future. They can help you create a will and estate plan that will ensure that your loved ones are taken care of after you die. Additionally, they can help you set up trusts and other legal arrangements to make sure your property is distributed according to your wishes.

Mortgage Loan Officer

Living in Rome, NY comes with its own unique set of benefits and drawbacks. For one, the cost of living is much lower than in other parts of the country. However, this also means that the average income is lower as well. This can make it difficult for some people to afford a mortgage on their own. That's where a mortgage loan officer can help. By working with a loan officer, you can get pre-approved for a mortgage and find out what kind of homes are within your budget. You can also learn about different types of mortgages and find the best option for your needs.

Wealth Management

Living in Rome, NY comes with a lot of benefits, but it can also be difficult to manage your money on your own. That's where a wealth manager comes in - they can help you make the most of your money and ensure that you're taking advantage of all the tax breaks and investment opportunities available to you. They can also help you plan for retirement and other long-term goals. If you're looking for someone to help you manage your finances, a wealth manager is a great option.

Financial Advisor

Living in Rome, NY comes with a lot of benefits, but it's important to make sure you are taking advantage of all the opportunities available to you. A financial advisor can help you do just that. Here are three reasons why working with a financial advisor is a good idea if you live in Rome, NY.

Insurance Broker

If you live in Rome, NY, working with an insurance broker can be very beneficial. Insurance brokers are experts when it comes to helping people find the best insurance policies for their needs. They can help you compare rates and coverage from a variety of different insurers, and they can also help you find discounts on your premiums. Brokers can also assist you with filing claims, and they can provide support and guidance if you ever have a problem with your policy. If you're looking for the best possible protection for your family or your business, then working with an insurance broker is the right choice.

Tax Services

Residents of Rome, NY can benefit by working with a local tax accountant. The accountant can help residents understand and comply with state and federal tax laws. They can also help with tax planning and tax preparation. Contact a local tax accountant today to get started.


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