Retirement Planning in Johnson City, NY

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Top Retirement Planners in Johnson City, NY

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McMahon Bookkeeping Services
Location 181 Ackley Ave, Johnson City, NY 13790, USA
Phone (607) 545-1687
Directions
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Donald F Eurillo - Morgan Stanley
Location 50 Front St, Binghamton, NY 13905, USA
Phone (607) 772-3470
Directions
SEC File# 801-57434
CRD# 11025
3 out of 5
Location 519 Columbia Dr, Johnson City, NY 13790, USA
Phone (607) 729-4300
Directions
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Visions Investment Services-The O'Connor Group
4 out of 5
Location 33 Riverside Dr, Binghamton, NY 13905, USA
Phone (607) 770-3800
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Planning with Purpose
4 out of 5
Location 193 Riverside Dr, Johnson City, NY 13790, USA
Phone (607) 729-4144
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William Mastrogiovanni
Location 18 Washington Ave, Endicott, NY 13760, USA
Phone (833) 373-1955
Directions
SEC File# 801-8095
CRD# 2881
Location 99 Hawley St # 200, Binghamton, NY 13901, USA
Phone (607) 770-3881
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Prudential Financial
SEC File# 801-52208
CRD# 5685
Location 400 Plaza Dr Suite D, Vestal, NY 13850, USA
Phone (607) 296-3412
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The Taxsmiths
4 out of 5
Location 99 N Broad St, Johnson City, NY 13790, USA
Phone (607) 217-4148
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The Costantino Group - Morgan Stanley
Location 50 Front St, Binghamton, NY 13905, USA
Phone (607) 772-3419
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James Verboys - Prudential Financial
Location 3218 Watson Blvd, Endwell, NY 13760, USA
Phone (607) 429-0001
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John Hancock Financial Network
Location 199 State St, Binghamton, NY 13901, USA
Phone (607) 238-1444
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Morgan Stanley Financial Advisors
5 out of 5
Location 50 Front St, Binghamton, NY 13905, USA
Phone (607) 772-3400
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Columbia Ridge Capital Management
Location 520 Columbia Dr # 103, Johnson City, NY 13790, USA
Phone (607) 584-4141
Directions
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Kerr Financial Group
Location 45 Lewis St, Binghamton, NY 13901, USA
Phone (607) 231-6330
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Kerr Financial Group
Location 168 Water St # 5, Binghamton, NY 13901, USA
Phone (607) 231-6330
Directions
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Merrill Lynch Wealth Management Advisor J Scott Freeman
Location 2 Court St, Binghamton, NY 13901, USA
Phone (607) 772-5315
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Retirement Planning in Johnson City, NY

About Johnson City, NY for Those Planning to Retire

Johnson City, NY is a bustling town in the Southern Tier region of New York State, home to a number of notable landmarks and top employers. One of the most prominent landmarks in the area is the Oakdale Mall, a sprawling shopping center that draws visitors from across the region. Other notable landmarks include the C. Fred Johnson Park Carousel, a historic carousel that has been in operation since 1923, and the Binghamton University campus, which is located just a few miles outside of town. In terms of top employers, Johnson City is home to a number of healthcare facilities, including United Health Services and Lourdes Hospital, which together employ thousands of workers in the area. Other major employers include BAE Systems, a defense contractor, and Lockheed Martin, a global aerospace and defense company. When it comes to major highways and streets, Johnson City is situated at the intersection of Interstate 86 and State Route 201, making it easily accessible from other parts of the state and beyond.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Johnson City, NY would greatly benefit from a bank in a multitude of ways. One of the most common ways a bank can assist the community is by providing access to loans and credit. Johnson City is a small town with a population of just over 15,000 people and is home to Binghamton University, a major research institution. As a result, many residents are students or faculty members who may need financial assistance for tuition, housing, or other expenses. Additionally, Johnson City is located in a rural area, which can make it difficult for small businesses to access capital. A bank can provide loans to these businesses, helping them to grow and create jobs within the community. Furthermore, a bank can offer financial education and resources to residents who may not have had access to these services before. This can include workshops on budgeting, saving, and investing, which can help individuals and families achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Johnson City, NY can greatly benefit from the services of an insurance broker. An insurance broker can help residents find the right insurance policies that fit their unique needs and budget. For example, with the unpredictable weather in Johnson City, NY, an insurance broker can help residents find the right insurance policy to protect their homes from potential damages caused by storms and floods. Insurance brokers can also help residents navigate the complex world of healthcare insurance, finding the right policy to fit their medical needs and budget. Additionally, an insurance broker can assist small business owners in Johnson City, NY with finding the right insurance policies to protect their businesses from potential liabilities and losses. With their extensive knowledge of the insurance industry, an insurance broker can provide invaluable guidance and support to residents of Johnson City, NY.

Wealth Management

Residents of Johnson City, NY could benefit from the expertise of a wealth manager in a multitude of ways. With a population of over 15,000, Johnson City is home to a diverse range of individuals with unique financial needs. A wealth manager could assist with retirement planning, investment management, tax planning, and estate planning. Additionally, given that Johnson City is located in the Southern Tier region of New York, which has a high poverty rate, a wealth manager could help residents navigate the complexities of financial aid and government assistance programs. Furthermore, with Binghamton University located just a few miles away, a wealth manager could offer guidance to students and their families on how to finance higher education and manage student loan debt. Overall, a wealth manager could provide valuable support to the residents of Johnson City, NY in achieving their financial goals and improving their financial well-being.

Financial Advisor

Residents of Johnson City, NY would benefit greatly from the services of a financial advisor. A financial advisor can help them manage their finances and investments, plan for retirement, and create a budget. In Johnson City, NY, a financial advisor can also provide guidance on how to navigate the local economy, which is heavily influenced by Binghamton University. With a large student population, the city sees a lot of turnover and fluctuation in the housing market. A financial advisor can help residents make informed decisions about buying or renting property, as well as provide advice on student loan repayment options. Additionally, with the recent redevelopment of the historic Endicott-Johnson Shoe Factory into a mixed-use space, a financial advisor can help residents take advantage of potential investment opportunities in the area. Overall, a financial advisor can provide invaluable assistance to residents of Johnson City, NY in navigating the complex financial landscape of their community.

Mortgage Loan Officer

Residents of Johnson City, NY could benefit from the expertise of a mortgage loan officer in many ways. For example, with the high demand for affordable housing in the area, a mortgage loan officer could assist potential homebuyers in navigating the complex process of securing a mortgage. Additionally, with the city's close proximity to Binghamton University, a mortgage loan officer could help families finance their children's education by refinancing their existing mortgages or taking out home equity loans. Furthermore, given Johnson City's location in the Southern Tier region of New York, a mortgage loan officer could help residents take advantage of government programs designed to stimulate the local economy, such as the Homeownership Assistance Program. Overall, a mortgage loan officer could provide invaluable guidance to residents of Johnson City, NY looking to achieve their financial goals and improve their quality of life.

Tax Services

Residents of Johnson City, NY can benefit significantly from the services of a tax advisor. With the city's thriving economy and diverse community, there are many specific ways a tax advisor can provide assistance. For example, a tax advisor can help residents navigate the complex tax laws and regulations in New York State, ensuring they are in compliance and avoiding any potential penalties. Additionally, a tax advisor can help residents plan for retirement and invest in tax-efficient ways, taking into account the unique tax structures in Johnson City and the surrounding areas. Furthermore, a tax advisor can provide guidance on deductions and credits that are specific to the region, such as those related to local property taxes and state income taxes. Overall, a tax advisor can provide invaluable support to residents of Johnson City, NY, helping them to optimize their financial situation and achieve their long-term goals.

Estate Planning Lawyer

Residents of Johnson City, NY can benefit greatly from the services of an estate planning lawyer. With the town's population of over 15,000 individuals, an estate planning lawyer can provide guidance on a variety of complex legal matters related to their assets and property. For instance, an estate planning lawyer can assist residents in creating a will or trust to ensure that their assets are distributed according to their wishes after their passing. Additionally, they can provide advice on minimizing tax liabilities, protecting assets from creditors, and navigating the probate process. With Johnson City's proximity to Binghamton University and the healthcare industry, an estate planning lawyer can also help residents plan for long-term care and medical expenses. Overall, an estate planning lawyer can provide crucial legal support to help Johnson City residents protect their assets and provide for their loved ones.

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