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State DirectoryRetirement Planning Services in Cleveland, NY
1. Zoom Reverse Mortgage
Serving the Cleveland Area
From Business: A Loan with special features just for seniors. Featuring the Home Equity Conversion Mortgage (HECM) ~ HECM is the only reverse mortgage loan insured by the U.S Federal…
2. IBN Financial
Fulton, NY 13069
From Business: Professional Managed Money Accounts Financial Planning Pension Rollovers Discount Stock and Bond Trading (In person or on the internet) Mutual Funds Annuities Oil and Gas…
3. Derrenbacker Group Benefit Specialists, LLC
34 Aspen Park Blvd, East Syracuse, NY 13057
From Business: In this ever changing world, administering employee benefit plans can be a daunting task. Let our experienced and dedicated staff remove the administrative burden so you can…
4. Edward Jones - Financial Advisor: Derek B Loomis, AAMS™
6265 State Route 31 Ste 2, Cicero, NY 13039
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
5. Nationwide Insurance
3085 East Ave, Central Square, NY 13036
From Business: Nationwide Insurance Agent Robert Collins is your local agent providing free quotes for auto insurance, car insurance, home insurance, life insurance, and health insurance.
6. Securities & Investment Advisors
186 Canal St, Canastota, NY 13032
From Business: Securities & Investment Advisors is a family owned business. Yvonne Nirelli, Financial Consultant, President and OSJ, started in the Insurance industry approximately 25 years…
7. Conant-Jones
6700 Kirkville Rd, East Syracuse, NY 13057
From Business: Conant-Jones Financial Services has been serving Onondaga, Cayuga & Tompkins counties for over 10 years. We offer: pre and post retirement planning, 401K, long term care, life…
8. HighPoint Advisors
5900 North Burdick Street, East Syracuse, NY 13057
From Business: HighPoint Advisors, LLC of East Syracuse, NY is a full-service financial advising firm unlike any other. Staffed by experienced, independent professionals, we pride ourselves…
13. Kalin Lee Assocs
7085 Manlius Center Road Suite 2, East Syracuse, NY 13057
15. Haylor Freyer & Coon Financial Services - Kent Schmidt
231 Salina Meadows Pkwy, Syracuse, NY 13212
From Business: Our mission is to be viewed as a Wealth Management resource to aid our clients with their financial goals and objectives. This means taking the time to understand our…
16. BCM Benefits
1815 Lemoyne ave, Syracuse, NY 13208
From Business: We analyze but first, we listen. We are uniquely positioned to provide and manage all employee benefits and retirement funding, with a wide array of resources pooled all under…
18. Anthis Kasia
5750 Commons Park, East Syracuse, NY 13057
From Business: The advisor listed is an Ameriprise financial advisor in East Syracuse. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…
19. Sammarco, Moore, & Nice of Janney Montgomery Scott
5784 Widewaters Pkwy Ste 2, Syracuse, NY 13214
From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…
20. The Lexington Financial Group
7207 E Genesee St, Fayetteville, NY 13066
"feel very comfortable and pleased with their advice...having been at other brokerage firms, their knowledge and customer service is second to none"
21. The Decisive Difference, Inc.
2000 Teall Ave Suite 206, Syracuse, NY 13206
From Business: The Decisive Difference, Inc. is your local Syracuse insurance agency. We provide free insurance quotes with multiple companies for auto, home, renters, contractors,…
22. Charles Schwab
7000 E Genesee St Ste D8, Fayetteville, NY 13066
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
23. Wealth Resources Network
406 Old Liverpool Rd, Liverpool, NY 13088
From Business: About Wealth Resources Network is an independent financial advisory firm founded in 2003 by Jim and Jeff Layhew. With many years of investment and advisory knowledge, they…
24. Employee Benefit Systems Inc
6511 Basile Rowe, East Syracuse, NY 13057
26. Diversified Wealth Strategies
5760 Commons Park, East Syracuse, NY 13057
28. Urist Financial and Retirement Planning Inc
5730 Commons Park, East Syracuse, NY 13057
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