Estate Planning Attorneys in Rome, NY

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List of Firms

Top Rome, NY Estate Planning Law Firms

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Rapke Law Firm
4 out of 5
Location 320 N George St, Rome, NY 13440, USA
Phone (315) 336-5450
Directions
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Mc Mahon & Grow
4 out of 5
Location 301 N Washington St, Rome, NY 13440, USA
Phone (315) 336-4700
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Mattacola Law Firm
4 out of 5
Location 217 N Washington St, Rome, NY 13440, USA
Phone (315) 334-5050
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Walsh Mary Pat
Location 148 W Dominick St, Rome, NY 13440, USA
Phone (315) 337-4008
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Charles W Engelbrecht Attorney At Law
3 out of 5
Location 211 N George St, Rome, NY 13440, USA
Phone (315) 339-1037
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Rheinhardt and Bray, P.C.
4 out of 5
Location 301 Black River Blvd, Rome, NY 13440, USA
Phone (315) 339-0503
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O'Shea McDonald & Stevens LLP
5 out of 5
Location 107 W Liberty St, Rome, NY 13440, USA
Phone (315) 336-4500
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Bowers Keith
5 out of 5
Location 410 W Court St, Rome, NY 13440, USA
Phone (315) 338-0181
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Navelli Julia M
4 out of 5
Location 601 Walnut St, Rome, NY 13440, USA
Phone (315) 336-0761
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Gannon John C
Location 502 N George St, Rome, NY 13440, USA
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Estate Planning Law Center
5 out of 5
Location 555 French Rd, New Hartford, NY 13413, USA
Phone (315) 793-3622
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Stevens William R
Location 107 W Liberty St, Rome, NY 13440, USA
Phone (315) 336-4500
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Antonowicz Group
4 out of 5
Location 148 W Dominick St, Rome, NY 13440, USA
Phone (315) 337-4008
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Law Office of Diane Martin-Grande
4 out of 5
Location 1200 Floyd Ave, Rome, NY 13440, USA
Phone (888) 913-3992
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Parry Law Office
Location 410 W Court St, Rome, NY 13440, USA
Phone (315) 337-3450
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Versace Law Office, P.C.
4 out of 5
Location 113 Rose Ln, Rome, NY 13440, USA
Phone (315) 339-8574
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Hilton Estate & Elder Law, LLC
5 out of 5
Location 2100 Genesee St, Utica, NY 13502, USA
Phone (315) 624-9600
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Michel J. DeBottis, Attorney At Law
5 out of 5
Location 312 Broad St, Oneida, NY 13421, USA
Phone (315) 363-6800
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Christopher R Bray
5 out of 5
Location 301 Black River Blvd, Rome, NY 13440, USA
Phone (315) 339-0503
Directions
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Plumley Judy L
Location 320 N George St, Rome, NY 13440, USA
Phone (315) 336-5450
Directions
Estate Planning Lawyers in Rome, NY

Where Estate Planners in Rome, NY Serve

Rome, NY is a city rich in history and culture, with landmarks that reflect its past and present. From the iconic Fort Stanwix National Monument to the graceful architecture of the Capitol Theatre, Rome's landmarks are a testament to its enduring legacy. The city is home to top employers such as Rome Memorial Hospital, Griffiss Business and Technology Park, and the Rome City School District, which provide a diverse range of job opportunities for residents. Major highways and streets, including Route 26 and Route 49, provide easy access to neighboring cities and towns, while the Erie Canal and Mohawk River offer scenic routes for boating and recreation. Rome's neighborhoods are as diverse as they are vibrant, with each offering its own unique character and charm. From the historic homes of the Downtown District to the family-friendly neighborhoods of North Rome, there is something for everyone in this bustling city.

Financial Services Related to Estate Planning in Rome, NY

Banks and Credit Unions

Residents of Rome, NY would be helped by a bank in a number of ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. Banks can also provide financial education and resources to help residents better manage their money and achieve their financial goals. In a town like Rome, NY, which is known for its rich history and proximity to the Adirondack Mountains, a bank could also offer services that cater to the unique needs of the community. For example, a bank could provide loans for small businesses that support the local economy or offer investment opportunities for residents interested in sustainable tourism ventures in the Adirondacks. Overall, a bank can play an important role in helping residents of Rome, NY achieve financial stability and success.

Insurance Broker

Residents of Rome, NY can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns experienced in Rome, NY, an insurance broker can help residents find the best policies to cover their homes and properties against damages caused by floods, heavy snows, and other natural disasters. Additionally, an insurance broker can help residents find affordable health insurance plans that provide the best coverage for their medical needs. With the high cost of medical care in the United States, having a reliable health insurance policy is essential for residents of Rome, NY. Furthermore, an insurance broker can help residents find the best auto insurance policies to cover them against accidents and theft, which are common occurrences in Rome, NY. Overall, an insurance broker can provide residents of Rome, NY with the peace of mind they need to protect their assets and their families.

Retirement Planning

Residents of Rome, NY would greatly benefit from the services of a retirement planner. Retirement planners can help individuals in Rome, NY plan for their future by creating a personalized financial plan that takes into account their unique goals and circumstances. For example, many residents in Rome, NY work in industries such as healthcare, education, and manufacturing, which may require different retirement planning strategies. A retirement planner can help residents of Rome, NY navigate these complexities and create a plan that ensures they can enjoy a comfortable retirement. Additionally, retirement planners can provide guidance on investment options, tax strategies, and estate planning, all of which are crucial elements of a successful retirement plan. With the help of a retirement planner, residents of Rome, NY can feel confident that they are on track to achieve their retirement goals.

Wealth Management

Residents of Rome, NY could greatly benefit from the expertise of a wealth manager in a number of ways. For starters, a wealth manager could help them navigate the complex world of financial planning and investment management, ensuring that they are making the most of their money and maximizing their returns. Additionally, a wealth manager could provide guidance on how to minimize taxes and reduce debt, which can be especially important for residents of Rome, NY given the high cost of living in the area. Furthermore, a wealth manager could help residents of Rome, NY plan for long-term financial goals, such as retirement or saving for a child's education, by creating a personalized investment strategy that takes into account their unique needs and circumstances. Overall, a wealth manager could be an invaluable resource for anyone looking to achieve financial stability and security in Rome, NY.

Financial Advisor

Residents of Rome, NY can greatly benefit from the guidance and expertise of a financial advisor. One specific way that a financial advisor can help is by assisting individuals with retirement planning. With the median age of Rome, NY residents being 43 years old, retirement planning is a crucial aspect of financial stability. A financial advisor can help residents create a personalized retirement plan, taking into account their individual goals and financial situation. They can also provide guidance on investment strategies, such as 401(k) plans and individual retirement accounts (IRAs), to ensure that residents are on track to meet their retirement goals. Overall, a financial advisor can provide valuable advice and support to residents of Rome, NY in achieving their financial goals and securing their future.

Mortgage Loan Officer

Residents of Rome, NY would be helped by a mortgage loan officer in several ways. Firstly, they can assist in finding the best mortgage rates and loan options that suit their financial situation. With the help of a loan officer, residents can secure a loan that fits their budget and lifestyle. Secondly, a loan officer can guide residents through the complicated process of applying for a mortgage, making it easier for them to understand the requirements and paperwork involved. Lastly, a loan officer can provide valuable insights on the local real estate market in Rome, NY, helping residents make informed decisions when it comes to buying or refinancing a home. With their expertise and knowledge of the area, a mortgage loan officer can make the home buying process smoother and less stressful for residents of Rome, NY.

Tax Services

Residents of Rome, NY could benefit greatly from the services of a tax advisor. With the city's economy heavily reliant on the manufacturing industry, many residents may have unique tax situations that require expert guidance. A tax advisor can help Rome residents navigate complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide valuable advice on retirement planning, estate planning, and investment strategies. With the recent changes to the tax code, it's more important than ever for Rome residents to seek the advice of a tax professional to ensure they are maximizing their financial opportunities.

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