Retirement Planning in Rome, NY

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Top Retirement Planners in Rome, NY

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Gehrig Financial Planning
5 out of 5
Location 40 Oxford Rd Suite #110 Floor 1, New Hartford, NY 13413, USA
Phone (315) 715-7185
Directions
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CenterBridge Planning Group
Location 443 N Franklin St, Syracuse, NY 13204, USA
Phone (315) 760-3375
Directions
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Primerica Financial Services
Location 503 N George St, Rome, NY 13440, USA
Phone (315) 225-4481
Directions
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Securities & Investment Advisors
1 out of 5
Location 186 Canal St, Canastota, NY 13032, USA
Phone (315) 697-4032
Directions
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Primerica Financial Services
3 out of 5
Location 10 Main St Suite 101, Whitesboro, NY 13492, USA
Phone (315) 725-2178
Directions
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AmeriCU Credit Union
5 out of 5
Location 231 Hill Rd, Rome, NY 13441, USA
Phone (800) 388-2000
Directions
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Scharf, DeSarro, La Paglia, Leogrande Group - Morgan Stanley
Location 106 Business Park Dr, Utica, NY 13502, USA
Phone (315) 792-1216
Directions
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Lee E Kalin & Associates, Inc
Location 7207 E Genesee St, Fayetteville, NY 13066, USA
Directions
SEC File# 801-121325
CRD# 304727
Location 414 N James St, Rome, NY 13440, USA
Phone (315) 795-2005
Directions
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Joseph A Gunther, CFP
5 out of 5
Location 203 W Dominick St, Rome, NY 13440, USA
Phone (315) 336-3070
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 130 Oriskany Blvd, Whitesboro, NY 13492, USA
Phone (315) 736-2967
Directions
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Jackson Hewitt Tax Service
5 out of 5
Location 829 Black River Blvd, Rome, NY 13440, USA
Phone (315) 334-0126
Directions
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Prudential | Dick Presky | Life Insurance & Financial Services
3 out of 5
Location 214 N Washington St, Rome, NY 13440, USA
Phone (315) 336-0375
Directions
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CG Capital
SEC File# 801-113853
CRD# 298007
Location 139 Genesee St, New Hartford, NY 13413, USA
Phone (315) 765-6032
Directions
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Nathan G. Hanna, LLC
5 out of 5
Location 2219 Genesee St, Utica, NY 13501, USA
Phone (315) 939-8219
Directions
Retirement Planning in Rome, NY

About Rome, NY for Those Planning to Retire

Rome, NY is a historic city nestled in the heart of upstate New York. Its rich history is reflected in its many landmarks, including the Fort Stanwix National Monument, the Erie Canalway National Heritage Corridor, and the Rome Historical Society. The city is also home to a number of top employers, including Rome Memorial Hospital, the Defense Finance and Accounting Service, and Griffiss Business and Technology Park. Major highways such as the New York State Thruway and the Rome-Oriskany Road provide easy access to the city, while streets like Black River Boulevard and Turin Road wind through its many neighborhoods, each with its own unique character and charm. Whether you're exploring the city's rich history or enjoying its many modern amenities, Rome, NY is a vibrant and exciting place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Rome, NY can benefit from a bank in a multitude of ways. For instance, a bank can assist them in managing their finances by providing them with various financial products and services. This can include checking and savings accounts, loans, credit cards, and investment options. Moreover, a bank can help residents of Rome, NY with their day-to-day banking needs such as bill payments, money transfers, and ATM services. Furthermore, considering that Rome, NY is a small city with a population of around 30,000 people, a bank can play a vital role in supporting the local economy by providing loans to small businesses and entrepreneurs. This can help create job opportunities and stimulate economic growth in the area. In summary, a bank can offer a plethora of benefits to the residents of Rome, NY, ranging from basic banking services to supporting the local economy.

Insurance Broker

Residents of Rome, NY can benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker can help them navigate the complicated world of insurance policies and find the most suitable coverage for their needs. They can also assist in filing claims and negotiating with insurance companies on their behalf. In Rome, NY, where severe weather conditions are not uncommon, an insurance broker can provide valuable advice on how to protect homes and businesses from damage caused by flooding, heavy snowfall, and other natural disasters. Additionally, an insurance broker can help residents understand the nuances of New York state insurance laws and regulations, ensuring they are fully compliant and protected. Overall, an insurance broker can be an invaluable resource for residents of Rome, NY, providing them with peace of mind and financial security in the face of unexpected events.

Wealth Management

Residents of Rome, NY can benefit greatly from the services of a wealth manager. With a population of approximately 32,000 people, Rome is a city that is known for its rich history and diverse culture. However, like many other cities in the United States, Rome faces its share of economic challenges. A wealth manager can help residents in Rome by providing them with expert financial advice and guidance on how to manage their money, invest in the right opportunities, and plan for their future. For example, a wealth manager can help residents in Rome navigate the complexities of retirement planning, including choosing the right investment vehicles and creating a comprehensive financial plan that takes into account their unique circumstances. They can also help residents with tax planning, estate planning, and other financial matters that can be difficult to manage on their own. Ultimately, a wealth manager can help residents in Rome achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Rome, NY would benefit greatly from the guidance of a financial advisor in a variety of ways. With its diverse economy, including manufacturing and healthcare industries, as well as a significant military presence, Rome presents unique financial challenges and opportunities. A financial advisor could assist residents with retirement planning, helping them navigate the complex world of pensions, 401(k)s, and Social Security benefits. Additionally, a financial advisor could provide guidance on investment opportunities, such as real estate or stocks, that are specific to the Rome area. The advisor could also help residents manage debt, including student loans and mortgages, and develop a comprehensive financial plan that takes into account their unique circumstances. Overall, a financial advisor could provide invaluable support to the residents of Rome, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Rome, NY can greatly benefit from the expertise of a mortgage loan officer. With their extensive knowledge of the housing market and lending requirements, a loan officer can assist individuals in securing a mortgage that fits their unique financial situation. In a city like Rome, NY, where the median home value is $92,000, a loan officer can help potential homebuyers navigate the complexities of obtaining a mortgage and provide guidance on available loan options. Additionally, a loan officer can assist current homeowners in refinancing their mortgage to take advantage of lower interest rates or to access equity in their home for renovations or other expenses. With the help of a mortgage loan officer, residents of Rome, NY can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Rome, NY can benefit greatly from the services of a tax advisor. With the complex tax laws and regulations that are constantly changing, it can be challenging for individuals to navigate the tax system on their own. A tax advisor can provide guidance on tax planning, preparation, and filing, ensuring that residents are taking advantage of all available deductions and credits. In particular, Rome, NY residents may benefit from a tax advisor who is familiar with the unique tax laws and regulations that apply to small businesses in the area. With a thriving small business community in Rome, NY, a tax advisor can provide valuable advice on how to minimize tax liabilities and maximize profits. Additionally, a tax advisor can help residents who are facing tax issues such as audits or back taxes, providing much-needed support and guidance during these stressful times. Overall, the expertise of a tax advisor can be a valuable asset for residents of Rome, NY who want to ensure that they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Rome, NY could benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a will or trust, which can help ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents of Rome, NY plan for their future healthcare needs by creating a durable power of attorney or healthcare proxy. This can be particularly important in a city like Rome, which has a large population of older adults who may require specialized medical care. Finally, an estate planning lawyer can help residents of Rome, NY minimize their tax liabilities and protect their assets from creditors and other potential threats. This can be especially important in a city like Rome, which has a diverse economy and a range of businesses and industries that may present unique financial challenges for individuals and families.

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