Retirement Planning in Canandaigua, NY

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Top Retirement Planners in Canandaigua, NY

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Wheeler, Pepper and Associates Inc
Location 2525 NY-332, Canandaigua, NY 14424, USA
Phone (585) 394-3100
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Upstate Professional Planning
Location 1250 Pittsford Victor Rd # 200, Pittsford, NY 14534, USA
Phone (585) 248-6650
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Dean Licata & Associates, LLC
5 out of 5
Location 145 Sully's Trail Suite 4, Pittsford, NY 14534, USA
Phone (585) 586-4720
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Cimineri Financial Group
Location 1162 Pittsford Victor Rd Suite 200, Pittsford, NY 14534, USA
Phone (585) 248-4721
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Ferris Hills At West Lake
1 out of 5
Location 1 Ferris Hills, Canandaigua, NY 14424, USA
Phone (585) 393-0410
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Canandaigua Financial Group
Location 44 Bristol St, Canandaigua, NY 14424, USA
Phone (585) 394-2570
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Canandaigua Financial Group
5 out of 5
Location 45 Ontario St, Canandaigua, NY 14424, USA
Phone (585) 396-2720
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Canandaigua National Bank & Trust
3 out of 5
Location 72 S Main St, Canandaigua, NY 14424, USA
Phone (585) 394-4260
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SEC File# 801-117694
CRD# 297459
Location 6534 Anthony Dr suite d, Victor, NY 14564, USA
Phone (585) 742-0271
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Bernard P Donegan Inc
4 out of 5
Location 7632 Main St Fishers, Victor, NY 14564, USA
Phone (585) 924-2145
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Tompkins Financial Advisors
Location 99 Garnsey Rd Suite 400, Pittsford, NY 14534, USA
Phone (585) 248-0050
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Clark Meadows
5 out of 5
Location Clark Meadows Way, Canandaigua, NY 14424, USA
Phone (585) 393-4330
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SixPoint Financial Partners
Location 55 Sully's Trail Suite F, Pittsford, NY 14534, USA
Phone (585) 641-7900
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Retirement Planning in Canandaigua, NY

About Canandaigua, NY for Those Planning to Retire

Canandaigua, NY is a charming city nestled in the Finger Lakes region of New York state. It boasts a rich history and is home to several notable landmarks, including the stately Granger Homestead and Carriage Museum, the picturesque Sonnenberg Gardens and Mansion State Historic Park, and the popular Canandaigua Lake. The city is also home to several top employers, including the Ontario County government, Thompson Health, and Constellation Brands. Its bustling downtown area is filled with unique shops, restaurants, and entertainment venues, making it a popular destination for locals and tourists alike. Major highways and streets in Canandaigua include the New York State Thruway, Routes 5 and 20, and Main Street. The city is divided into several distinct neighborhoods, each with its own unique character and charm. These include the historic South Main Street district, the vibrant North End, and the peaceful Bristol Hills.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Canandaigua, NY can benefit from a bank in various ways. For instance, the bank can provide them with financial assistance in the form of loans and mortgages to help them purchase homes or start businesses. Additionally, residents can use the bank's online banking services to manage their finances, pay bills, and transfer funds. Furthermore, the bank can offer investment and retirement planning services to help residents secure their financial future. Moreover, given that Canandaigua is a popular tourist destination, the bank can provide foreign exchange services to help visitors exchange their currency for the US dollar. Overall, a bank in Canandaigua can provide residents with a wide range of financial services to help them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Canandaigua, NY can greatly benefit from the services of an insurance broker. With the city being located in the Finger Lakes region, it is prone to natural disasters such as floods, hailstorms, and tornadoes. An insurance broker can help residents find the right coverage for their homes and properties, ensuring that they are protected in the event of any unforeseen incidents. Additionally, with Canandaigua being a popular tourist destination, an insurance broker can assist local business owners in finding the right insurance policies to protect their establishments. This includes liability insurance, property insurance, and worker's compensation insurance. With the complexity of insurance policies and the varying needs of each individual or business, having an insurance broker to guide residents of Canandaigua through the process can be invaluable.

Wealth Management

Residents of Canandaigua, NY could greatly benefit from the services of a wealth manager in a variety of ways. For one, a wealth manager could help residents navigate the local real estate market, which can be complex and competitive. With its beautiful lakeside location and proximity to Rochester, Canandaigua is a desirable place to live, but finding the right property at the right price can be a challenge. A wealth manager could provide guidance on everything from mortgage options to negotiating with sellers. Additionally, a wealth manager could assist residents in developing a comprehensive financial plan that takes into account their unique goals and circumstances. This might involve creating a diversified investment portfolio, setting up a retirement savings plan, or establishing a trust for future generations. With their expertise in financial planning and investment management, a wealth manager could help residents of Canandaigua achieve greater financial stability and peace of mind.

Financial Advisor

Residents of Canandaigua, NY can benefit greatly from the services of a financial advisor. With the city being home to a diverse range of individuals, from young professionals to retirees, a financial advisor can offer tailored advice on budgeting, investing, and retirement planning. Additionally, with Canandaigua's strong tourism industry, a financial advisor can assist local business owners with financial planning and growth strategies. The city is also known for its beautiful lakefront properties, and a financial advisor can provide guidance on mortgage options and real estate investments. With the complexities of the modern financial landscape, a knowledgeable and experienced financial advisor can help residents of Canandaigua navigate the challenges and achieve their financial goals.

Mortgage Loan Officer

Residents of Canandaigua, NY can greatly benefit from the services of a mortgage loan officer. Specifically, in a town that is known for its beautiful lake and thriving tourism industry, a loan officer can help residents secure financing for vacation homes or investment properties. Additionally, with a diverse population that includes both retirees and young families, a loan officer can assist in finding the right mortgage program to fit each individual’s unique financial situation. Whether it’s a first-time homebuyer or someone looking to refinance an existing mortgage, a loan officer can provide expert guidance and support throughout the entire process. With the current housing market in Canandaigua being highly competitive, having a knowledgeable and experienced loan officer on your side can make all the difference in securing your dream home.

Tax Services

Residents of Canandaigua, NY can greatly benefit from the services of a tax advisor. With the city's thriving tourism industry, tax advisors can help residents who own rental properties navigate the complex tax laws and regulations. Additionally, tax advisors can assist small business owners in Canandaigua with tax planning and compliance, ensuring that they are maximizing their deductions and minimizing their tax liabilities. The tax laws in New York State are constantly changing, and a tax advisor can help residents stay up-to-date on the latest regulations and requirements. Furthermore, tax advisors can provide guidance on estate planning and wealth management, helping residents to protect and grow their assets for future generations. Overall, a tax advisor can provide invaluable assistance to Canandaigua residents in navigating the complex world of taxes and financial planning.

Estate Planning Lawyer

Residents of Canandaigua, NY can benefit from an estate planning lawyer in several ways, particularly when it comes to protecting their assets and ensuring their wishes are carried out after death. For example, given the area's high concentration of retirees and vacation homes, an estate planning lawyer can help residents navigate the complexities of passing on property and assets to their heirs, including issues related to taxes and probate. Additionally, with the prevalence of small businesses and farms in the region, an estate planning lawyer can assist with succession planning and ensuring the continuity of these important local enterprises. Furthermore, given the area's proximity to the Finger Lakes, an estate planning lawyer can help residents with unique considerations related to water rights and environmental conservation. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Canandaigua, NY as they plan for the future.

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