Best Financial Advisors in Johnson City, NY

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List of Firms

Johnson City, NY Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 345 Harry L Dr Suite 4, Johnson City, NY 13790, USA
Phone (607) 724-7670
Language https://www.edwardjones.com/us-en
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OneMain Financial
4 out of 5
Location 365R Harry L Dr, Johnson City, NY 13790, USA
Phone (607) 797-9523
Language https://www.onemainfinancial.com/branches/NY/Johnson-City/13790/4563?utm_source=google&utm_medium=local&utm_campaign=google-local
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Lesko Financial Services, Inc.
3 out of 5
Location 400 Plaza Dr, Vestal, NY 13850, USA
Phone (607) 724-2421
Language https://leskofinancial.com/
Directions
Dedicated Financial Solutions, Faith Sigler & Associates
Location 273 Riverside Dr, Johnson City, NY 13790, USA
Phone (607) 240-5670
Language http://www.dedicatedfinancialsolutions.com/
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Financial Advisors in Johnson City, NY

Where Certified Financial Advisors in Johnson City, NY Serve

Johnson City, NY is a bustling town located in Broome County, with a population of over 15,000 residents. The town is home to several landmarks, including the Oakdale Mall, the Binghamton University Health Sciences Campus, and the Wilson Memorial Regional Medical Center. These landmarks serve as key destinations for locals and visitors alike, providing a diverse range of shopping, education, and healthcare services. In terms of top employers, Johnson City boasts a strong economy with a variety of industries represented. The largest employers in the area include Binghamton University, the Broome County Health Department, and the Broome-Tioga BOCES. These organizations provide employment opportunities for thousands of individuals, contributing to the town's overall economic stability. Major highways and streets in Johnson City include Route 17, which serves as a major east-west thoroughfare connecting the town to other major cities in the region.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Johnson City, NY can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by helping them create a budget and savings plan that fits their individual needs and goals. Johnson City is a diverse community with a mix of urban and suburban areas, and many residents have different financial priorities and challenges. A financial advisor can help them navigate these complexities and make informed decisions about their money. Whether it's planning for retirement, saving for a child's education, or managing debt, a financial advisor can provide valuable advice and support to help residents achieve their financial objectives. Additionally, Johnson City is known for its vibrant arts and culture scene, and a financial advisor can help residents make the most of their discretionary income by incorporating their passions and interests into their financial planning.

Insurance Broker

Residents of Johnson City, NY can benefit greatly from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance and find the best policies to fit their unique needs. With the high cost of living in Johnson City, NY, an insurance broker can help residents save money by finding affordable insurance policies for their homes, cars, and businesses. Additionally, an insurance broker can provide valuable advice on how to protect assets and ensure financial security in the event of unexpected events such as accidents, illnesses, or natural disasters. Overall, an insurance broker can provide peace of mind to residents of Johnson City, NY by helping them find the best insurance policies to protect their families and assets.

Retirement Planning

Residents of Johnson City, NY can benefit greatly from the expertise of a retirement planner. With its growing population of retirees, Johnson City has unique financial needs that require the attention of a professional. A retirement planner can help residents create a personalized plan for their retirement savings, taking into account factors such as Social Security, pensions, and healthcare costs. They can also provide guidance on tax-efficient investment strategies and help residents manage their assets to ensure they have enough money to live comfortably in retirement. With the help of a retirement planner, Johnson City residents can feel confident that they are making the right financial decisions for their future.

Wealth Management

Residents of Johnson City, NY would greatly benefit from the services of a wealth manager. With the town's population growing and the cost of living increasing, it can be difficult for individuals to manage their finances effectively. A wealth manager can provide guidance on investment strategies, retirement planning, and tax optimization. Specifically, with the presence of Binghamton University and the local healthcare industry, a wealth manager can assist with navigating the complexities of student loans and healthcare benefits. Additionally, with the recent influx of young professionals moving to the area, a wealth manager can provide tailored financial advice to help them achieve their financial goals. Overall, a wealth manager can provide valuable support and expertise to help residents of Johnson City, NY manage their finances and achieve financial security.

Mortgage Loan Officer

Residents of Johnson City, NY could benefit greatly from the expertise of a mortgage loan officer. With the town's diverse population and range of income levels, a loan officer can provide personalized guidance and advice to ensure that residents are able to secure the best possible mortgage for their unique situation. For example, many residents in Johnson City may be first-time homebuyers, and a loan officer can help them navigate the complicated process of securing a mortgage and understanding the various options available to them. Additionally, Johnson City has a number of historic homes that may require special considerations when it comes to financing, and a knowledgeable loan officer can help residents understand these unique circumstances and find the right loan for their needs.

Tax Services

Residents of Johnson City, NY can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize tax deductions and credits. For example, Johnson City residents who own a home may be eligible for deductions on their mortgage interest and property taxes. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, a tax advisor can provide valuable advice on how to take advantage of relief measures such as the CARES Act. With the complexity of the tax system and the unique circumstances of Johnson City residents, a tax advisor can provide personalized advice to ensure that they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Johnson City, NY can benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures their assets and property are distributed according to their wishes after they pass away. This is especially important in Johnson City, which has a diverse population with varying cultural and religious beliefs about inheritance and end-of-life care. An estate planning lawyer can also help residents navigate the complex legal and financial issues involved in estate planning, such as minimizing taxes and avoiding probate court. Additionally, an estate planning lawyer can assist with the creation of important documents like wills, trusts, and powers of attorney, which can provide peace of mind to both the individual and their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Johnson City, NY

A financial advisor in Johnson City, NY can provide a range of financial advising services to help individuals and businesses achieve their financial goals. These services may include retirement planning, investment management, tax planning, estate planning, and risk management. With its proximity to Binghamton University, a financial advisor in Johnson City, NY may also specialize in advising students and faculty members on student loan debt management and financial planning for academic careers. Additionally, with the city's growing healthcare industry, a financial advisor may provide specialized financial planning for healthcare professionals, such as physicians and nurses, to help them navigate the unique financial challenges of their profession. No matter the specific needs of their clients, a financial advisor in Johnson City, NY can offer personalized financial advice and guidance to help them achieve financial success.

Johnson City, NY is the ultimate hub for financial advising. The town is home to a plethora of financial experts who possess a wealth of knowledge and experience in the industry. One of the standout features of Johnson City is its vibrant and diverse community, which fosters an environment of innovation and creativity. This allows financial advisors to think outside the box and provide tailored solutions to clients' unique financial needs. Additionally, Johnson City is located in close proximity to major financial institutions, making it easy for advisors to stay up-to-date on the latest industry trends and developments. With its unbeatable combination of expertise, innovation, and convenience, Johnson City is the perfect place to receive top-notch financial advice.