Best Financial Advisors in St. Lawrence County, NY

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List of Firms

St. Lawrence County, NY Fiduciary Financial Advisors

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Allan R. Joudoin
Location 25 King St E, Brockville, ON K6V 1A7, Canada
Phone (613) 342-3905
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HollisWealth
Location 470 Pitt St, Cornwall, ON K6J 3R2, Canada
Phone (613) 933-2478
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Jeavons Financial
1 out of 5
Location 125 Stewart Blvd, Brockville, ON K6V 4W4, Canada
Phone (613) 345-4821
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Malone Financial Planning
5 out of 5
Location 344 W Main St, Malone, NY 12953, USA
Phone (518) 651-5585
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CIBC Financial Advisor: Tim Graham
Location 98 King St W, Brockville, ON K6V 3P9, Canada
Phone (613) 342-6651 ext. 301
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O'Farrell Wealth & Estate Planning | Assante Capital Management Ltd.
5 out of 5
Location 40 Brock St, Brockville, ON K6V 4E8, Canada
Phone (613) 865-8080
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Darin Tedford - BMO Financial Planner
Location 1 Wall St, Brockville, ON K6V 7K4, Canada
Phone (613) 342-7214
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Colbert Wealth Management
Location 1531 NY-11B, Potsdam, NY 13676, USA
Phone (315) 263-3025
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Edward Jones - Financial Advisor: Kimberly Beckstead, CFP®
Location 237 Water St E Unit 1, Cornwall, ON K6H 1A2, Canada
Phone (613) 932-6161
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Kennedy Financial Services
SEC File# 801-111055
CRD# 158043
1 out of 5
Location 42 Marie St, Massena, NY 13662, USA
Directions
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Edward Jones - Financial Advisor: Joe Gang
SEC File# 801-3297
CRD# 250
Location 9 Maple St, Potsdam, NY 13676, USA
Phone (315) 265-3471
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PMHV & Co
Location 202 Ford St #101, Ogdensburg, NY 13669, USA
Phone (315) 393-7502
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O'Farrell Wealth & Estate Planning | Assante Capital Management Ltd.
4 out of 5
Location 108 Second St E Unit 103, Cornwall, ON K6H 0C9, Canada
Phone (613) 935-6254
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HollisWealth
Location 338 Second St W, Cornwall, ON K6J 1G9, Canada
Phone (613) 935-5561
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Northern Wealth Management
Location 55 Main St #1103, Potsdam, NY 13676, USA
Phone (315) 265-8405
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Ming & Associates
5 out of 5
Location 113 Second St E, Cornwall, ON K6H 1Y5, Canada
Phone (613) 932-7526
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Northwestern Mutual
Location 63 Market St STE 103, Potsdam, NY 13676, USA
Phone (315) 274-0079
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Forward Vision Financial Group Inc - Rose Lalonde
Location 9 Broad St Suite 205, Brockville, ON K6V 6Z4, Canada
Phone (613) 498-0777
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Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 230 Caroline St Ste 10, Ogdensburg, NY 13669, USA
Phone (315) 393-1410
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Victor P. Dorey, CFP, CLU, RRC-IG Wealth Management
Location 1274 2, Maitland, ON K0E 1P0, Canada
Phone (613) 498-2400 ext. 21
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Northwestern Mutual Financial
Location 17 Maple St, Potsdam, NY 13676, USA
Phone (315) 268-0323
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Edward Jones - Financial Advisor: Brian Seguin
5 out of 5
Location 237 Water St E Unit 1, Cornwall, ON K6H 1A2, Canada
Phone (613) 932-6161
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Gray & Gray and Associates CPAs, P. C.
4 out of 5
Location One Main St Suite 101, Canton, NY 13617, USA
Phone (315) 386-2925
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Investia Financial / Seaway Valley
5 out of 5
Location 235 Water St W #306, Prescott, ON K0E 1T0, Canada
Phone (613) 925-4626
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Scott Leduc Financial Services
Location 31 Broad St, Brockville, ON K6V 4T8, Canada
Phone (613) 345-5400 ext. 211
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Murray Robinson - TD Financial Planner
Location 100 King St W, Prescott, ON K0E 1T0, Canada
Phone (613) 342-0050
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CIBC Financial Advisor: Jamison Picard
Location 98 King St W, Brockville, ON K6V 3P9, Canada
Phone (613) 342-6651 ext. 300
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James C Theodore - Morgan Stanley
Location 65 Market St, Potsdam, NY 13676, USA
Phone (315) 265-6300
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CIBC Financial Advisor: Katrina Jodoin
Location 1 Second St W, Cornwall, ON K6J 1G3, Canada
Phone (613) 932-3200 ext. 400
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Limestone Financial - Brockville Office
Location 9 Broad St Suite 204, Brockville, ON K6V 6Z4, Canada
Phone (888) 679-1112
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Investment Planning Counsel
Location 9 Broad St Suite 306, Brockville, ON K6V 6Z4, Canada
Phone (613) 345-6657
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Lisa Bell IG Private Wealth Management
5 out of 5
Location new location coming soon, Maitland, ON K0E 1P0, Canada
Phone (613) 498-2403
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Mc Collum Financial Group
Location 55 E Main St #1, Gouverneur, NY 13642, USA
Phone (315) 287-7878
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Sawani Wickramarachchi - TD Financial Planner
Location 1 Ninth St E, Cornwall, ON K6H 6R3, Canada
Phone (613) 933-2898
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Menz Financial Advisors
Location 20 Leary Rd, Colton, NY 13625, USA
Phone (315) 262-2152
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IG Wealth Management - LISA BELL
Location Thousand Islands Village, 2-1120 Highway 2 East, Suite 204 Petra Sophia Hall, Brockville, ON K6V 5T1, Canada
Phone (613) 498-2403
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Niles Asset Management
5 out of 5
Location 2 E Main St, Canton, NY 13617, USA
Phone (315) 714-3100
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Kramer Wealth Strategies
Location 1970 St Regis Blvd, Massena, NY 13662, USA
Phone (315) 769-0769
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St.Hilaire Financial Services
Location 154 Main St, Massena, NY 13662, USA
Phone (315) 764-0201
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T Cassell Financial Inc
Location 10951 Golf Club Rd, Iroquois, ON K0E 1K0, Canada
Phone (877) 272-1041
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Patry Properties
1 out of 5
Location 127 Pearl St E, Brockville, ON K6V 1R1, Canada
Phone (613) 349-5333
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Morgan Stanley Financial Advisors
Location 65 Market St, Potsdam, NY 13676, USA
Phone (315) 265-6300
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Jody Hum - TD Financial Planner
Location 1 Ninth St E, Cornwall, ON K6H 6R3, Canada
Phone (613) 932-1322
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Bruce Tessier
1 out of 5
Location 55 Water St W Unit 100, Cornwall, ON K6J 1A1, Canada
Phone (613) 938-2440
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CIBC Financial Advisor: Del-Maria Gillespie
Location 716 Fourteenth St W, Cornwall, ON K6J 5T9, Canada
Phone (613) 936-0102 ext. 224
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North Country Housing Council
4 out of 5
Location 19 Main St, Canton, NY 13617, USA
Phone (315) 386-8576
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Terra Financial Corporation
5 out of 5
Location 310 Second St W, Cornwall, ON K6J 1G9, Canada
Phone (613) 933-7020
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Investment Center
Location 215 E Orvis St, Massena, NY 13662, USA
Phone (315) 764-1418
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Investment Center
Location 265 W Main St, Malone, NY 12953, USA
Phone (518) 483-8209
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Three Buckets Wealth Management - Ameriprise Financial Services, LLC
Location 2508 Chateaugay St, Fort Covington, NY 12937, USA
Phone (518) 464-4401
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Professional Investments Inc.
Location 702 Second St E, Cornwall, ON K6H 2A1, Canada
Phone (613) 932-9847
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Niles Asset Management Inc
Location 1189 NY-11B, Brushton, NY 12916, USA
Phone (518) 529-7832
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Hollander Investments & Insurance
Location 361 E Orvis St, Massena, NY 13662, USA
Phone (315) 757-4070
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Emily D'Alessio - BMO Financial Planner
Location 426 Ninth St W, Cornwall, ON K6J 0B3, Canada
Phone (613) 938-5630
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IG Wealth Management - SAM MUNAFO, B Comm CPA CGA CFP
Location 55 Water St W 3rd Floor, Cornwall, ON K6J 1A1, Canada
Phone (613) 933-7777
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Casselman Douglas G
Location 34 Augusta St, Morrisburg, ON K0C 1X0, Canada
Phone (613) 543-2661
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Gerald Stone - Prudential Financial
Location 498 NY-37, Akwesasne, NY 13655, USA
Phone (518) 358-4287
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Reid Thrasher - TD Financial Planner
Location 1960 Parkedale Ave, Brockville, ON K6V 7N4, Canada
Phone (613) 345-2763
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Whalen Davey & Looney
Location 123 E Main St, Gouverneur, NY 13642, USA
Phone (315) 769-3134
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Morgan Stanley Smith Barney
5 out of 5
Location 10 Phillips St # 2, Massena, NY 13662, USA
Phone (315) 769-9095
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Financial Advisors in St. Lawrence County, NY

Where Certified Financial Advisors in St. Lawrence County, NY Serve

St. Lawrence County, located in upstate New York, is a vast and diverse region that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Adirondack Mountains to the picturesque St. Lawrence River, this county is a nature lover's paradise. The county is home to several renowned universities, including St. Lawrence University and SUNY Potsdam, which are major employers in the area. Additionally, the county is home to several manufacturing companies, such as Alcoa and Corning, that provide jobs for thousands of residents. Major highways such as I-81, US-11, and NY-37 run through the county, providing easy access to neighboring cities and states. The county is divided into several towns and villages, each with its own unique charm and character. From the bustling city of Ogdensburg to the quaint village of Canton, St. Lawrence County has something to offer for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of St. Lawrence County, NY can benefit greatly from the expertise of a financial advisor. With a population of just over 100,000, St. Lawrence County is home to many hardworking individuals and families who could use guidance in managing their finances. A financial advisor can help with a variety of issues, such as retirement planning, investment strategies, debt management, and budgeting. Additionally, with a large number of farmers in the area, a financial advisor can provide specialized advice on agricultural finance and risk management. Overall, a financial advisor can help residents of St. Lawrence County achieve their financial goals and secure their financial future.

Insurance Broker

Residents of St. Lawrence County, NY can benefit from the expertise of an insurance broker in a number of ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. Additionally, an insurance broker can provide personalized advice on how to save money on insurance premiums without sacrificing coverage. One specific way that an insurance broker can help St. Lawrence County residents is by providing guidance on flood insurance. Due to the county's proximity to the St. Lawrence River and other bodies of water, many residents may be at risk for flooding and may require specialized insurance coverage. An insurance broker can help residents understand their flood risk and find the right insurance policy to protect their homes and belongings.

Retirement Planning

Residents of St. Lawrence County, NY could benefit greatly from the services of a retirement planner. With a population of over 100,000, the county is home to many individuals who are nearing retirement age or have already retired. A retirement planner can help these individuals navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. Additionally, a retirement planner can provide guidance on how to maximize Social Security benefits, which is particularly important in St. Lawrence County where the cost of living is relatively high compared to other areas in the state. Overall, a retirement planner can help residents of St. Lawrence County achieve their financial goals and enjoy a comfortable retirement.

Wealth Management

Residents of St. Lawrence County, NY can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help individuals and families in the county to develop and implement a financial plan that aligns with their long-term goals. This is particularly important in St. Lawrence County, which has a diverse economy that includes agriculture, manufacturing, and tourism. A wealth manager can help residents navigate the ups and downs of these industries and ensure that their financial plans are flexible enough to adapt to changing circumstances. Additionally, a wealth manager can provide guidance on tax planning, retirement planning, and estate planning, which are all critical components of a comprehensive financial plan. Overall, a wealth manager can help residents of St. Lawrence County to achieve financial security and peace of mind, regardless of their current financial situation.

Mortgage Loan Officer

Residents of St. Lawrence County, NY could benefit from the expertise of a mortgage loan officer in a number of ways. For instance, a loan officer can assist residents in finding the best mortgage rates and terms available in the county. Given that the cost of living in St. Lawrence County is relatively high compared to other areas in New York, finding a favorable mortgage loan can make a big difference in the long run. Additionally, a loan officer can help residents navigate the complex process of applying for a mortgage, including gathering and submitting necessary documentation and ensuring that all requirements are met. This can be especially helpful for first-time homebuyers or those who may not be familiar with the intricacies of the mortgage application process.

Tax Services

Residents of St. Lawrence County, NY can benefit greatly from the guidance of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available tax credits and deductions. For example, many residents in St. Lawrence County work in the agricultural industry, and a tax advisor can help them navigate the complex tax laws that apply to farmers. Additionally, residents who own property in the county can benefit from a tax advisor's expertise in property tax laws and regulations. By working with a tax advisor, residents can ensure that they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of St. Lawrence County, NY can benefit greatly from the services of an estate planning lawyer. These professionals specialize in helping individuals plan for their future by creating wills, trusts, and other legal documents that protect their assets and ensure that their wishes are carried out after they pass away. One specific way that an estate planning lawyer can help residents of St. Lawrence County is by navigating the unique tax laws and regulations that apply in this area. With a deep understanding of local tax codes and requirements, an estate planning lawyer can help clients minimize their tax burden and maximize their assets, ensuring that their loved ones are well cared for long after they're gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in St. Lawrence County, NY