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State DirectoryRetirement Planning Services in Jamesville, NY
1. Place Financial Advisors
208 Fayette St, Manlius, NY 13104
2. Zoom Reverse Mortgage
Serving the Jamesville 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…
4. Edward Jones - Financial Advisor: Matthew Clark
5781 Bridge St Ste 35, East Syracuse, NY 13057
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. 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,…
6. 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"
7. 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…
8. Prudential Financial
5786 Widewaters Pkwy, Syracuse, NY 13214
From Business: Prudential Financial is one of the largest financial services institutions in the world and provides a range of services to individuals and institutional customers worldwide.…
9. 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…
18. Urist Financial and Retirement Planning Inc
5730 Commons Park, East Syracuse, NY 13057
19. Diversified Wealth Strategies
5760 Commons Park, East Syracuse, NY 13057
21. 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…
22. M&D Financial Agency Inc.
615 W Genesee St, Syracuse, NY 13204
23. The Cadaret Financial Group
1 Lincoln Ctr, Syracuse, NY 13202
From Business: Cadaret, Grant & Co., is an independent broker and dealer serving nearly 1,000 financial advisors located in more than 280 branch offices throughout the United States. The firm…
24. 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…
25. 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…
28. Bpas
29. 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…
30. Rockbridge Investment Management, LLC
101 S Salina St Ste 400, Syracuse, NY 13202
From Business: At Rockbridge, we provide straightforward, rock-solid, fee only investment advice in terms you can understand without unnecessary costs or complexity. We're a fee-only…
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