Best Financial Advisors in Fayetteville, NY

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Fayetteville, NY Fiduciary Financial Advisors

SEC File# 801-116828
CRD# 284429
5 out of 5
Location 6390 Fly Rd, East Syracuse, NY 13057, USA
Phone (315) 430-7700
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Oak Financial Services
Location 224 Fayette St, Manlius, NY 13104, USA
Phone (315) 692-4891
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Urist Financial and Retirement Planning, Inc.
Location 5730 Commons Park, East Syracuse, NY 13057, USA
Phone (315) 445-2147
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Beacon Wealth Strategies LLC
Location 11 Thornwood Ln, Fayetteville, NY 13066, USA
Phone (315) 637-3598
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Salt City Energy Llc
Location 327 Fayette Dr, East Syracuse, NY 13057, USA
Phone (315) 424-9384
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Frank P Arkinson - RBC Wealth Management Financial Advisor
Location 5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214, USA
Phone (315) 423-1406
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Keim Asset Management
Location 5788 Widewaters Pkwy, Syracuse, NY 13214, USA
Phone (315) 701-5750
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The Lexington Financial Group
Location 7207 E Genesee St, Fayetteville, NY 13066, USA
Phone (315) 637-7207
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Ann Wolfson Associates
Location 7030 E Genesee St, Fayetteville, NY 13066, USA
Phone (315) 449-4730
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One K Group
5 out of 5
Location 7136 E Genesee St, Fayetteville, NY 13066, USA
Phone (212) 945-8848
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Charles Schwab
SEC File# 801-35905
CRD# 106753
5 out of 5
Location 7000 E Genesee St Ste D8, Fayetteville, NY 13066, USA
Phone (800) 646-4710
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Lee E Kalin & Associates, Inc
Location 7207 E Genesee St, Fayetteville, NY 13066, USA
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Eastside Financial Advisors
Location 551 E Genesee St, Fayetteville, NY 13066, USA
Phone (315) 632-9049
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Edward Jones - Financial Advisor: Robert S Richardson
Location 102 W Seneca St Suite 220, Manlius, NY 13104, USA
Phone (315) 682-4800
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The Arkinson Group
Location 5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214, USA
Phone (315) 423-1400
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United Financial Services
Location 7030 E Genesee St, Fayetteville, NY 13066, USA
Phone (315) 449-2437
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J W Burns & Company Investment Counsel
Location 5789 Widewaters Pkwy, Syracuse, NY 13214, USA
Phone (315) 449-1341
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Financial Advisors in Fayetteville, NY

Where Certified Financial Advisors in Fayetteville, NY Serve

Fayetteville, NY is a charming village that boasts a rich history and a vibrant community. Nestled in the heart of Onondaga County, this quaint town is home to several notable landmarks, including the Fayetteville-Manlius High School, the Stickley Museum, and the Towne Center at Fayetteville. In terms of employment, Fayetteville is home to a diverse range of top employers, including the Syracuse University, the State University of New York, and the Upstate University Hospital. These institutions provide ample job opportunities for residents and contribute significantly to the local economy. Major highways and streets in Fayetteville include Route 5, Route 92, and Route 257, which provide easy access to nearby cities and towns. Additionally, the village is home to several beautiful neighborhoods, including the prestigious Fayetteville Estates and the charming Brookside. Overall, Fayetteville, NY is a wonderful place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fayetteville, NY can greatly benefit from the expertise of a financial advisor in many ways. One specific area where a financial advisor can be particularly helpful is in navigating the local real estate market. Fayetteville is a small, affluent community located just outside of Syracuse, NY, and as such, the housing market can be competitive and complex. A financial advisor can provide guidance on purchasing or selling a home, as well as advice on managing property taxes and other related expenses. Additionally, a financial advisor can help residents plan for their financial futures by creating personalized investment strategies and retirement plans. With the help of a financial advisor, residents of Fayetteville can feel confident in their financial decisions and achieve their long-term goals.

Insurance Broker

Residents of Fayetteville, NY can benefit from the services of an insurance broker in a variety of ways. One of the most common ways an insurance broker can help residents is by providing them with personalized insurance solutions that fit their unique needs. This is especially important in Fayetteville, NY, where residents face a range of risks and challenges that may not be present in other areas. For example, Fayetteville is known for its harsh winters, which can lead to property damage and other issues. An insurance broker can help residents find policies that provide comprehensive coverage for these types of risks, as well as other common hazards like flooding and fire damage. Additionally, an insurance broker can help residents navigate the complex world of insurance, providing them with expert guidance and support as they make important decisions about their coverage.

Retirement Planning

Residents of Fayetteville, NY can benefit greatly from the services of a retirement planner. With its affluent population and proximity to Syracuse, many residents have accumulated significant wealth throughout their careers. A retirement planner can help these individuals navigate the complexities of retirement planning, including managing investments, creating a withdrawal strategy, and ensuring that their assets are protected for their heirs. Additionally, Fayetteville is home to a large number of small business owners who may have unique retirement planning needs. A retirement planner can help these entrepreneurs create a succession plan and ensure that their business is able to continue operating smoothly after they retire. Overall, a retirement planner can provide valuable guidance and peace of mind to Fayetteville residents as they plan for their future.

Wealth Management

Residents of Fayetteville, NY can benefit greatly from the expertise of a wealth manager. With the town's close proximity to Syracuse, many residents work in the city and may have complex financial situations that require professional guidance. A wealth manager can assist with investment planning, retirement planning, tax planning, and estate planning. Additionally, Fayetteville has a high median household income, which means that many residents may have a significant amount of wealth to manage. A wealth manager can help these individuals make informed decisions about their finances and ensure that their wealth is being utilized in the most effective way possible. Overall, a wealth manager can provide valuable assistance to residents of Fayetteville, NY who want to secure their financial future.

Mortgage Loan Officer

Residents of Fayetteville, NY can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents secure financing for a new home purchase, refinancing an existing mortgage, or providing guidance on the best loan options available. One specific way that a mortgage loan officer can help residents of Fayetteville is by understanding the unique housing market in the area. With a median home value of $305,000, Fayetteville is a desirable location for many families and individuals. A mortgage loan officer can provide valuable insight into the local market trends and help residents find the best loan options to fit their specific needs and budget. Additionally, they can help navigate the often complex process of securing a mortgage, ensuring a smooth and stress-free experience for residents.

Tax Services

Residents of Fayetteville, NY can benefit greatly from the expertise of a tax advisor. With its high property taxes and complex tax laws, Fayetteville residents often struggle to navigate the tax system. A tax advisor can help residents understand their tax obligations and identify potential deductions and credits that can reduce their tax liability. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters that can have a significant impact on a resident's financial well-being. Overall, a tax advisor can be an invaluable resource for Fayetteville residents looking to make the most of their money and minimize their tax burden.

Estate Planning Lawyer

Residents of Fayetteville, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Fayetteville, NY, where many families have significant wealth and assets that they want to protect and pass down to future generations. Additionally, an estate planning lawyer can help residents with other important legal documents such as power of attorney and healthcare directives, which can ensure that their wishes are respected in the event of incapacitation or illness. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Fayetteville, NY as they plan for the future and protect their legacies.

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