List of Firms
Cambridge, NY Fiduciary Financial Advisors
Cambridge Wealth Management, LLC
Merrill Lynch Wealth Management Advisor Lisa Cardone-O'Connor
Merrill Lynch Wealth Management Advisor Thomas Kukuk
Teal Wealth Management - Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Cambridge, NY Serve
Cambridge, NY is a charming village nestled in the foothills of the Adirondack Mountains. Its picturesque Main Street is lined with historic homes and buildings, including the Cambridge Hotel and the Cambridge Valley Farmers Market. The village is home to a number of top employers, including the Cambridge Central School District, the Village of Cambridge, and Battenkill Valley Creamery. The nearby Route 22 and Route 372 provide easy access to major highways, while the village's quiet neighborhoods offer a peaceful retreat from the hustle and bustle of city life. With its rich history and natural beauty, Cambridge is a hidden gem in upstate New York.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Cambridge, NY
A financial advisor in Cambridge, NY can provide a plethora of financial advising services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, a financial advisor can offer guidance and expertise in various financial areas. Specifically, in Cambridge, NY, a financial advisor can provide advice on how to navigate the local economy and make informed investment decisions. With a diverse economy that includes agriculture, tourism, and manufacturing, a financial advisor can help clients understand the unique financial landscape of Cambridge, NY. Additionally, a financial advisor can assist clients in creating a financial plan that takes into account the local cost of living and other regional factors. With their knowledge and experience, a financial advisor in Cambridge, NY can help clients achieve financial stability and success.
Cambridge, NY is undoubtedly the best place to get financial advising. This small town nestled in the foothills of the Adirondack Mountains boasts a unique blend of rural charm and financial expertise. With a population of just over 2,000, Cambridge may seem like an unlikely destination for financial advice, but it is precisely this intimate setting that makes it so special. The financial advisors in Cambridge are not just experts in their field, but they are also deeply connected to the community. They understand the needs and concerns of their clients on a personal level, and they take the time to craft customized financial plans that fit each individual's unique circumstances. Moreover, Cambridge is home to a thriving entrepreneurial community, with many small businesses and startups calling the town home. This means that the financial advisors in Cambridge have a wealth of experience in helping entrepreneurs navigate the complex world of business finance.
A financial planner in Cambridge, NY is responsible for helping individuals and businesses manage their finances effectively. This includes creating financial plans, managing investment portfolios, and ensuring that clients are on track to meet their financial goals. In Cambridge, NY, financial planners are especially adept at navigating the complex tax laws and regulations that are unique to the area. With a deep understanding of local tax codes and regulations, they are able to help clients minimize their tax burden and maximize their financial returns. Additionally, financial planners in Cambridge, NY are skilled at working with clients from a variety of industries, including agriculture, tourism, and manufacturing, to name a few. With their expertise in financial planning and business management, these professionals are an invaluable resource for anyone looking to achieve financial success in Cambridge, NY and beyond.
Residents of Cambridge, NY should consider reaching out to a financial advisor when they are facing complex financial situations that require expert guidance. Cambridge, NY is a small town located in Washington County, where the economy is largely driven by agriculture, tourism, and small businesses. Despite its small size, residents of Cambridge, NY face a range of financial challenges, including managing debt, planning for retirement, and investing in the local economy. A financial advisor can help residents navigate these challenges by offering personalized financial planning, investment advice, and risk management strategies. Additionally, a financial advisor can provide valuable insights into the local economy and help residents make informed decisions about their finances. Whether you are a small business owner, a farmer, or a retiree, seeking the advice of a financial advisor can help you achieve your financial goals and secure a brighter future for yourself and your community.
A financial advisor in Cambridge, NY must possess a myriad of important qualities to be effective in their role. Firstly, they must have a deep understanding of the local financial landscape. Cambridge, NY is a small town with a tight-knit community, so a financial advisor must be able to navigate the unique financial needs of the town's residents. Additionally, they must be able to communicate complex financial concepts in a clear and concise manner, as not all clients will have a strong financial background. Furthermore, a financial advisor must be able to adapt to the ever-changing financial market and be able to provide innovative solutions to their clients. They must also possess strong analytical skills to evaluate their clients' financial situations and provide personalized advice. Lastly, a financial advisor in Cambridge, NY must have a strong ethical compass and prioritize their clients' best interests above all else.
Cambridge, NY is home to some of the top financial advising firms in the country. These firms offer a wide range of services to their clients, including investment management, retirement planning, and tax preparation. One of the unique aspects of these firms is their ability to cater to the needs of the local community. With a population of just over 2,000 people, Cambridge is a small town with a close-knit community. The financial advising firms in the area understand the importance of building relationships with their clients and providing personalized service. This level of attention to detail sets them apart from larger firms and has helped them to establish a strong reputation in the industry. Despite their small size, these firms have a wealth of experience and knowledge that they bring to the table. Whether you are looking to plan for your future or navigate complex financial situations, these firms have the expertise to help you achieve your goals.
Financial advisors in Cambridge, NY receive compensation in various ways. One common method is through commissions earned from the sale of investment products such as mutual funds and insurance policies. Another way is through fees charged for financial planning services, which can be a flat fee or a percentage of assets under management. In Cambridge, NY, financial advisors may also receive compensation through referral fees from other professionals in the industry, such as attorneys and accountants. Additionally, some advisors may receive bonuses or incentives for meeting certain performance goals. It is important to note that financial advisors in Cambridge, NY are required to disclose all forms of compensation to their clients to ensure transparency and avoid conflicts of interest.