Wealth Management in Rome, NY

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Rome, NY Wealth Management Firms

Birch Wealth Management
SEC File# 801-121325
CRD# 304727
Location 414 N James St, Rome, NY 13440, USA
Phone (315) 795-2005
Sam F Berardino III - Morgan Stanley
Location 106 Business Park Dr, Utica, NY 13502, USA
Phone (315) 792-1269
Wealth Management in Rome, NY

Where Wealth Management Advisors in Rome, NY Serve

Rome, NY is a city in Oneida County, New York, United States. The population was 33,725 at the 2010 census. Rome is adjacent to the Town of Rome, which is a separate municipality. The city is served by two major highways, New York State Route 46 and New York State Route 69. The city has six neighborhoods: East Rome, West Rome, North Rome, South Rome, the Heights, and Fort Stanwix. Some of the landmarks in Rome include the Stanley Theatre, Fort Stanwix National Monument, and Griffiss Air Force Base. Major employers in Rome include Griffiss Air Force Base, Mohawk Valley Health System, and Herkimer County Community College.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Rome, NY provide a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. They also offer online banking and bill pay services. Banks in Rome are available to help you with your financial needs.

Retirement Planning

Rome, NY is a great place to retire for many reasons. One reason is that it has a low cost of living. In Rome, you can live comfortably on a retirement income of less than $30,000 per year. There are also plenty of activities and amenities to keep you busy, including golf courses, parks, libraries, and more.

Tax Services

Tax accountants in Rome, NY perform a variety of services for their clients. They help businesses and individuals file their tax returns, they provide advice on how to reduce taxes, and they represent clients during audits. In addition, many tax accountants also offer bookkeeping and financial consulting services. Speak to a local tax accountant today to learn more about the services available to you.

Financial Advisor

A financial advisor in Rome, NY helps individuals and businesses make financial decisions that will improve their overall financial standing. They provide guidance on investment planning, retirement planning, and risk management. Financial advisors also work with clients to create budgets and financial plans, and to recommend specific products and services that can help them reach their financial goals.

Insurance Broker

An insurance broker in Rome, NY helps people find the best insurance policies for their needs. They work with a variety of companies to find the best rates and coverage for their clients. They also help people file claims and navigate the complex world of insurance.

Mortgage Loan Officer

Mortgage loan officers in Rome, NY help people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also work with clients to ensure they understand the terms of their mortgages and that they are getting the best deal possible. Mortgage loan officers play an important role in the housing market, and they help people buy homes and get into the housing market.

Estate Planning Lawyer

An estate planning lawyer in Rome, NY helps you create a will and other legal documents to ensure your property is distributed according to your wishes after you die. They can also help you set up trusts and other arrangements to protect your assets during your lifetime. If you have minor children, an estate planning lawyer can help you appoint a legal guardian for them in the event that both parents die.


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