Wealth Management in Camillus, NY

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List of Firms

Camillus, NY Wealth Management Firms

D J Puff Advisors Group Inc
5 out of 5
Location 202 Kasson Rd, Camillus, NY 13031, USA
Phone (315) 488-8885
SEC File# 801-67718
CRD# 143414
5 out of 5
Location 507 Plum St Suite 102, Syracuse, NY 13204, USA
Phone (315) 438-8690
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Matt Dauksza - Excelsior Wealth Partners
4 out of 5
Location 225 Wilkinson St #107, Syracuse, NY 13204, USA
Phone (315) 907-6027
Robert G Rood & Associates
5 out of 5
Location 5109 Genesee St #203, Camillus, NY 13031, USA
Phone (315) 468-3300
SEC File# 801-72627
CRD# 127381
Location 1031 Genesee St, Syracuse, NY 13204, USA
Phone (315) 415-0097
Edward Jones - Financial Advisor: Brian J Stinson
Location 3706 Milton Ave Suite 1G, Camillus, NY 13031, USA
Phone (315) 488-6014
Wealth Management in Camillus, NY

Where Wealth Management Advisors in Camillus, NY Serve

Camillus, NY is a vibrant town nestled in the heart of Onondaga County. With a rich history dating back to the early 1800s, Camillus boasts a plethora of landmarks that are sure to captivate any visitor. From the picturesque Erie Canal to the majestic Camillus Forest Unique Area, there is no shortage of natural beauty to behold. In addition to its stunning landmarks, Camillus is home to a diverse array of top employers, including Lockheed Martin, Syracuse University, and Wegmans. These companies provide ample employment opportunities for residents and contribute to the town's thriving economy. When it comes to transportation, Camillus is well-connected to the rest of the region via a variety of major highways and streets. The New York State Thruway, Route 5, and Route 174 all run through the town, making it easy for residents to travel to nearby cities and towns. Finally, Camillus is divided into several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Camillus, NY would be helped by a bank in a multitude of ways. Firstly, a bank can offer financial assistance to those who need it, whether it be through loans or credit cards. This can be particularly useful for residents who are looking to start a business or purchase a home in the area. Additionally, a bank can provide a safe and secure place for residents to store their money and valuables. This is especially important in Camillus, NY, which has a higher than average property crime rate compared to the rest of the state. Furthermore, a bank can offer financial education and resources to help residents better manage their finances and plan for their future. In a town where the median household income is below the national average, this kind of support can be invaluable for those looking to improve their financial situation. Overall, a bank can play a crucial role in helping residents of Camillus, NY achieve their financial goals and build a more secure future for themselves and their families.

Insurance Broker

Residents of Camillus, NY can benefit from the services of an insurance broker in numerous ways. One particular aspect that sets Camillus apart from other towns is its proximity to Onondaga Lake. As a result, residents may require additional coverage for flood damage or water-related incidents. An insurance broker can assist in finding policies that specifically cater to these needs. Furthermore, with the town's growing population, an insurance broker can help individuals navigate the complexities of healthcare coverage and find the best plan for their needs. Additionally, with the unpredictable weather patterns in upstate New York, an insurance broker can provide guidance on the appropriate coverage for natural disasters such as snowstorms and hailstorms. Overall, an insurance broker can provide invaluable assistance to residents of Camillus in navigating the intricacies of insurance policies and finding the best coverage for their unique circumstances.

Retirement Planning

Residents of Camillus, NY can benefit greatly from the expertise of a retirement planner. With an aging population, many individuals are seeking guidance on how to make the most of their retirement years. A retirement planner can help residents of Camillus, NY navigate the complexities of retirement planning, including creating a budget, managing investments, and planning for healthcare costs. Additionally, with the unique landscape of Camillus, NY, which includes both rural and suburban areas, a retirement planner can assist residents in finding the best options for their individual needs. Whether it's finding affordable healthcare options or identifying the best ways to maximize Social Security benefits, a retirement planner can provide the guidance and support needed to ensure a comfortable and secure retirement for residents of Camillus, NY.

Financial Advisor

Residents of Camillus, NY would greatly benefit from the services of a financial advisor in a variety of ways. For example, with the town's proximity to Syracuse University, many residents may be employed in the education sector and have unique retirement benefits that require specialized knowledge. Additionally, Camillus has a large population of small business owners who may need guidance on managing cash flow and navigating tax regulations. Furthermore, with the town's location in the snowbelt region of central New York, residents may need assistance with budgeting for winter heating costs and preparing for unexpected expenses related to severe weather events. A financial advisor can provide personalized advice and strategies to help Camillus residents achieve their financial goals and navigate the unique challenges of living in this vibrant community.

Mortgage Loan Officer

Residents of Camillus, NY would greatly benefit from the guidance and expertise of a mortgage loan officer. With a population of just over 24,000, Camillus is a small town located in Onondaga County, New York. While the town is known for its picturesque landscapes and historic landmarks, many residents struggle to navigate the complex world of mortgages and home loans. A skilled loan officer can help residents understand the different types of mortgages available, calculate their monthly payments, and secure the best possible interest rates. Additionally, loan officers can assist residents in navigating the unique challenges of the local real estate market, including fluctuations in home prices and the impact of seasonal tourism on housing availability. With the help of a mortgage loan officer, residents of Camillus, NY can confidently pursue their dreams of homeownership and secure a bright future for themselves and their families.

Tax Services

Residents of Camillus, NY can benefit from the expertise of a tax advisor in numerous ways, especially with the town's diverse economic landscape. With a population of over 24,000 people, Camillus is home to a range of industries, including healthcare, retail, and manufacturing. A tax advisor can help small business owners navigate the complexities of the tax code and ensure that they are taking advantage of all available deductions and credits. Additionally, homeowners in Camillus may benefit from a tax advisor's knowledge of local property tax laws and regulations. With a median home value of over $200,000, homeowners in Camillus could potentially save thousands of dollars each year by working with a tax advisor to reduce their property tax burden. Overall, a tax advisor can provide invaluable assistance to residents of Camillus, NY, helping them make informed financial decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of Camillus, NY can benefit greatly from the services of an estate planning lawyer. With a population of just over 24,000, Camillus is a close-knit community where families often have deep roots and strong ties to the area. An estate planning lawyer can help these families navigate the complex legal issues surrounding wills, trusts, and other important documents that can ensure their assets are distributed according to their wishes. This is particularly important in Camillus, where many families own property or run small businesses that may need to be passed down to future generations. Additionally, an estate planning lawyer can help residents of Camillus plan for the future by setting up healthcare directives and powers of attorney to ensure that their wishes are respected if they become incapacitated. Overall, an estate planning lawyer can provide invaluable guidance and support to the residents of Camillus, helping them to protect their assets and secure their legacies for years to come.


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