Best Financial Advisors in Horseheads, NY

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List of Firms

Horseheads, NY Fiduciary Financial Advisors

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Ascent Wealth Partners
SEC File# 801-72693
CRD# 158898
Location 250 E Water St, Elmira, NY 14901, USA
Phone (607) 734-2002
Directions
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CFS Group, Inc.
Location 1 Chemung Canal Plaza Suite 1B, Elmira, NY 14901, USA
Phone (607) 737-3967
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Stewart Advisory Services, Inc.
SEC File# 801-76551
CRD# 154543
Location 2205 College Ave, Elmira, NY 14903, USA
Phone (607) 215-4992
Directions
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H & H Associates
5 out of 5
Location 221 Prospect Hill Rd, Horseheads, NY 14845, USA
Phone (607) 739-3702
Directions
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Kenneth A. Peworchik
3 out of 5
Location 1 Hanover Square, Horseheads, NY 14845, USA
Phone (607) 739-2339
Directions
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Finger Lakes Financial Group
Location 106 N Main St Suite C, Horseheads, NY 14845, USA
Phone (607) 767-6220
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H&H Financial Group
4 out of 5
Location 221 Prospect Hill Rd, Horseheads, NY 14845, USA
Phone (607) 739-3702
Directions
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Morgan Stanley Financial Advisors
Location 100 W Church St, Elmira, NY 14901, USA
Phone (607) 271-4000
Directions
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John G. Ullman & Associates, Inc.
SEC File# 801-14064
CRD# 105361
5 out of 5
Location 343 Daniel Zenker Dr, Horseheads, NY 14845, USA
Phone (607) 936-3785
Language http://jgua.com/
Directions
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Cavaco Management Group LTD
5 out of 5
Location 124 W Franklin St, Horseheads, NY 14845, USA
Phone (607) 739-6239
Directions
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The Brand Schweizer Group of Raymond James
Location 100 N Main St, Elmira, NY 14901, USA
Phone (607) 591-8400
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Edwards Michael W
Location 301 W Franklin St, Horseheads, NY 14845, USA
Phone (607) 796-2161
Directions
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Allstate Personal Financial Representative: Scott McGinnis
5 out of 5
Location 2898 Westinghouse Rd Ste 588, Horseheads, NY 14845, USA
Phone (607) 378-7370
Directions
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Cordier Capital Management
SEC File# 801-111070
CRD# 14762
5 out of 5
Location 257 Oriole Dr, Horseheads, NY 14845, USA
Phone (607) 846-3141
Directions
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M.A. Neal Financial Services
Location 209 N Main St #7, Horseheads, NY 14845, USA
Phone (607) 737-5599
Directions
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Raymond James Financial Services
Location 101 John Roemmelt Dr, Horseheads, NY 14845, USA
Phone (607) 937-5292
Directions
Financial Advisors in Horseheads, NY

Where Certified Financial Advisors in Horseheads, NY Serve

Horseheads, NY is a quaint town located in the southern tier of New York State. It boasts several landmarks, including the Chemung Canal Trust Company Building, which is a historical site that was once used as a bank. The town also has several parks, such as Eldridge Park, which is a popular destination for families. Top employers in Horseheads include Corning Incorporated and Guthrie Healthcare System, which provide jobs for many residents. The town is conveniently located near major highways, such as Interstate 86 and State Route 13, making it easy for commuters to travel to nearby cities. Horseheads is comprised of several neighborhoods, including the Village of Horseheads and the Town of Horseheads. Each neighborhood has its own unique charm and character, with a variety of homes and businesses. Major streets in the town include Main Street, Grand Central Avenue, and Westinghouse Road.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Horseheads, NY could benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor could assist residents of Horseheads is by helping them plan for retirement. With a median age of 44.5 years, many residents of Horseheads are likely thinking about their retirement plans and may need guidance on how to reach their financial goals. A financial advisor could offer advice on saving strategies, investment options, and tax implications to help residents of Horseheads achieve a comfortable retirement. Additionally, Horseheads is home to several small businesses, and a financial advisor could also provide guidance on business planning, budgeting, and financial management to help these businesses thrive. Overall, a financial advisor could be a valuable resource for residents of Horseheads looking to secure their financial future.

Insurance Broker

Residents of Horseheads, NY can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help residents is by finding them the best insurance policies that suit their needs and budget. Horseheads is a small town in New York with a population of around 20,000 people. Many of its residents own homes, cars, and businesses, which require different types of insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the right coverage for their specific needs. Additionally, an insurance broker can help residents save money by finding them discounts and bundling policies together. With the help of an insurance broker, residents of Horseheads can have peace of mind knowing that they are fully covered in case of an unexpected event.

Retirement Planning

Residents of Horseheads, NY could benefit greatly from the assistance of a retirement planner. One of the most common ways a retirement planner could help residents is by providing guidance on how to save for retirement. With the cost of living in Horseheads being higher than the national average, it can be challenging for residents to save enough money for retirement. A retirement planner could offer advice on how to maximize retirement contributions, invest wisely, and create a personalized retirement plan that takes into account the specific needs of Horseheads residents. A retirement planner could also provide guidance on how to navigate the complex world of Social Security and Medicare, ensuring that residents receive the benefits they are entitled to. Overall, a retirement planner could be an invaluable resource for residents of Horseheads, NY looking to secure a comfortable retirement.

Wealth Management

Residents of Horseheads, NY can benefit greatly from the expertise of a wealth manager. One of the most common ways a wealth manager can help residents of Horseheads is by providing guidance on retirement planning. With the average age of residents in Horseheads being 44 years old, retirement planning is a crucial aspect of financial planning. A wealth manager can help residents create a retirement plan that takes into account their current financial situation, their goals, and their risk tolerance. This can include creating a diversified investment portfolio, optimizing Social Security benefits, and developing a withdrawal strategy during retirement. By working with a wealth manager, residents of Horseheads can feel confident that their retirement plan is tailored to their unique needs and goals.

Mortgage Loan Officer

Residents of Horseheads, NY can benefit greatly from the services of a mortgage loan officer. With the average home price in Horseheads being around $150,000, many residents may require a mortgage loan to purchase their dream home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including determining the best loan options and interest rates available to them. Additionally, Horseheads is located in a flood zone, which can make obtaining a mortgage more challenging. A knowledgeable mortgage loan officer can help residents understand the flood insurance requirements and ensure that they are able to obtain the necessary coverage. Overall, a mortgage loan officer can make the home buying process in Horseheads, NY smoother and less stressful for its residents.

Tax Services

Residents of Horseheads, NY can greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can assist Horseheads residents is by helping them navigate the complex tax laws and regulations specific to New York State. For example, New York has a unique tax system that includes both state and city taxes, and a tax advisor can help residents understand how to properly file their taxes and take advantage of any available deductions or credits. Additionally, a tax advisor can provide guidance on how to minimize tax liabilities, plan for retirement, and ensure compliance with federal and state tax laws. With the help of a tax advisor, Horseheads residents can make informed financial decisions and avoid costly mistakes when it comes to taxes.

Estate Planning Lawyer

Residents of Horseheads, NY can benefit greatly from the assistance of an estate planning lawyer. One common way that they can be helped is by creating a will. This is especially important for residents of Horseheads, NY, as the town has a high population of retirees and elderly individuals. An estate planning lawyer can help ensure that their assets are distributed according to their wishes, and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can assist with setting up trusts, establishing powers of attorney, and navigating the complex legal issues that can arise during the estate planning process. Overall, working with an estate planning lawyer can provide peace of mind and security for residents of Horseheads, NY and their families.

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FAQs About Personal Financial Advisors in Horseheads, NY