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State DirectoryFinancial Planners in Jordan, NY
1. Annuity General
Serving the Jordan Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
2. CareOne Debt Relief Services
Serving the Jordan Area
From Business: CareOne Debt Relief Services is the nation's largest brand of debt relief, with over 5 million people helped to date. Call our certified personal finance counselors now for a…
3. D William Winkelman - Private Wealth Advisor, Ameriprise Financial Services
21 Fennell St Ste 2, Skaneateles, NY 13152
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
4. One Source Financial
39 William St Ste 100, Auburn, NY 13021
"This is a terrible business run by a terrible owner. A owner that was sued in 2011 by the state ag for ripping off customers and over charging them for warranties. Also, the…"
5. Cuddy Financial Services
7 William St, Auburn, NY 13021
From Business: We provide comprehensive wealth management services to individuals, families and businesses who want to reduce their taxes, invest for the future and feel confident in their…
7. Edward Jones - Financial Advisor: Peter Bertone
9 Salina St, Baldwinsville, NY 13027
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…
9. John F. Fabrizio - Wilmington Advisors @ M&T
33 E Genesee St, Skaneateles, NY 13152
10. Jeffrey Baldigo - Wilmington Advisors @ M&T
2300 Downer Street Rd, Baldwinsville, NY 13027
14. Kristen Parrow - Wilmington Advisors @ M&T
3701 W Genesee St, Syracuse, NY 13219
17. 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…
18. Paul Coir - Financial Advisor, Ameriprise Financial Services
7672 Oswego Rd, Liverpool, NY 13090
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
19. Lauren L Kenny - Financial Advisor, Ameriprise Financial Services
7672 Oswego Rd, Liverpool, NY 13090
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
20. Marc Franco - Private Wealth Advisor, Ameriprise Financial Services
7672 Oswego Rd, Liverpool, NY 13090
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
21. Dan Hopkins - Financial Advisor, Ameriprise Financial Services
1753 Milton Ave, Solvay, NY 13209
From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…
22. Rich Hummel - Thrivent
7897 Oswego Rd, Liverpool, NY 13090
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Rich Hummel is committed to providing financial advice,…
23. Paul Ridley - Thrivent
7897 Oswego Rd, Liverpool, NY 13090
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Paul Ridley is committed to providing financial advice,…
24. Madison Financial Planning Group
525 Plum St Ste 101, Syracuse, NY 13204
From Business: At Madison Financial Planning Group, we understand the concerns many face as they transition into retirement. Utilizing an ongoing financial planning process and developing…
25. Brackens Financial Solutions
333 W Washington St Ste 220, Syracuse, NY 13202
From Business: At Brackens Financial Solutions Network, we understand the many financial concerns individuals and families face. Our goal is to help clients feel confident about their future…
26. Strategic Wealth Advisors
211 W Jefferson St Ste 22, Syracuse, NY 13202
From Business: Strategic Wealth Advisors serves our clients by utilizing the knowledge aquired through 80 years of nobel prize winning research. This is made possible through the "Structured…
27. Merrill Lynch Wealth Management
205 S Salina St Ste 300, Syracuse, NY 13202
From Business: Welcome to Merrill Lynch in Syracuse, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
28. MJC Financial Services
2201 James St, Syracuse, NY 13206
From Business: Started in 1991 by Michael J Cook to help people achieve what is important in their financial lives. Mission: to proactively participate with clients in managing their…
29. Legacy Financial Group & Associates
7900 Davis Rd N Ste 2, Clay, NY 13041
From Business: We are committed to maintaining a high standard of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial…
30. Blue Ocean Strategic Capital
443 N Franklin St Ste 220, Syracuse, NY 13204
Wheelchair accessible