Banks & Credit Unions in Ontario County, NY

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Bank Branches and ATMs in Ontario County, NY

LNB Banking
3 out of 5
Location 3225 E Lake Rd #215, Canandaigua, NY 14424, USA
Phone (585) 394-2265
Directions
KeyBank
4 out of 5
Location 145 Eastern Blvd, Canandaigua, NY 14424, USA
Phone (585) 396-7700
Directions
Canandaigua National Bank & Trust
3 out of 5
Location 72 S Main St, Canandaigua, NY 14424, USA
Phone (585) 394-4260
Directions
Woodforest National Bank
4 out of 5
Location 4238 Recreation Dr, Canandaigua, NY 14424, USA
Phone (585) 393-1210
Directions
Canandaigua National Bank & Trust
5 out of 5
Location 6183 NY-96, Farmington, NY 14425, USA
Phone (585) 924-4611
Directions
Citizens Bank Supermarket Branch
4 out of 5
Location 5150 North St, Canandaigua, NY 14424, USA
Phone (585) 396-9280
Directions
Community Bank, N.A.
4 out of 5
Location 659 S Main St, Canandaigua, NY 14424, USA
Phone (585) 393-0660
Directions
Community Bank, N.A.
4 out of 5
Location 1334 NY-96, Phelps, NY 14532, USA
Phone (315) 548-2511
Directions
Canandaigua National Bank & Trust ATM
5 out of 5
Location 4244 State Rte 21, Canandaigua, NY 14424, USA
Directions
Banks in Ontario County, NY

Where Ontario County, NY Banks & Credit Unions Serve

Ontario County, NY is a diverse and vibrant region with a rich history and a multitude of landmarks. From the stunning beauty of the Finger Lakes to the bustling streets of downtown Canandaigua, there is something for everyone in this dynamic community. Some of the most notable landmarks in Ontario County include the Sonnenberg Gardens and Mansion State Historic Park, the Bristol Mountain Ski Resort, and the Canandaigua Lakefront Park. These destinations offer visitors a chance to explore the natural beauty of the area, as well as its rich cultural heritage. In terms of top employers, Ontario County boasts a diverse economy with a range of industries represented. Some of the largest employers in the region include Constellation Brands, the University of Rochester Medical Center, and the Ontario County government. Major highways and streets in Ontario County include the New York State Thruway, Route 5 and 20, and Route 332.

Ontario County, NY Banking Related Services

Insurance Broker

Residents of Ontario County, NY can benefit greatly from the services of an insurance broker. With a vast array of insurance options available, it can be overwhelming and time-consuming for individuals to navigate the complex world of insurance alone. An insurance broker can help residents of Ontario County, NY find the best coverage for their unique needs, whether it be for home, auto, or health insurance. With the county's proximity to the Finger Lakes region, an insurance broker can also assist residents in obtaining coverage for recreational activities such as boating and skiing. By working with an insurance broker, residents of Ontario County, NY can ensure that they are adequately protected and have peace of mind knowing that their insurance needs are taken care of.

Retirement Planning

Residents of Ontario County, NY can benefit greatly from the services of a retirement planner. A retirement planner can help individuals in Ontario County, NY navigate the complex world of retirement planning by providing guidance and advice on topics such as investment strategies, tax planning, and estate planning. One specific way that residents of Ontario County, NY could be helped by a retirement planner is by ensuring that they have a solid plan in place to cover any unexpected healthcare expenses. With the cost of healthcare continuing to rise, having a plan in place to cover these expenses can provide peace of mind and financial security. A retirement planner can help individuals in Ontario County, NY assess their healthcare needs and develop a plan that will help them maintain their standard of living throughout retirement.

Wealth Management

Residents of Ontario County, NY could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager could help is by providing guidance on investment strategies that align with their financial goals. This is especially important in Ontario County, NY, where many residents are retirees or nearing retirement age. A skilled wealth manager could help them navigate the complexities of retirement planning, including managing their assets and income streams to ensure they have a comfortable retirement. Additionally, a wealth manager could help residents with estate planning, tax management, and risk management, all of which are critical for long-term financial stability. Overall, a wealth manager could be a valuable partner for anyone looking to build and protect their wealth in Ontario County, NY.

Financial Advisor

Residents of Ontario County, NY can benefit greatly from the services of a financial advisor. With a population of over 100,000 people, Ontario County is a diverse community with a wide range of financial needs. A financial advisor can help residents with everything from creating a budget and managing debt to planning for retirement and investing for the future. One specific way that a financial advisor can help residents of Ontario County is by providing guidance on how to navigate the local real estate market. With a median home price of $200,000, the housing market in Ontario County can be complex and competitive. A financial advisor can offer advice on how to save for a down payment, secure a mortgage, and negotiate a fair price for a home. By working with a financial advisor, residents of Ontario County can feel confident in their financial decisions and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Ontario County, NY can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, investment properties, or even refinance their current mortgages. With the unique characteristics of Ontario County, NY, such as its beautiful lakes and scenic countryside, a mortgage loan officer can help residents find the right type of loan that suits their needs and budget. They can also provide guidance on the various loan options available, such as fixed-rate and adjustable-rate mortgages, and help residents navigate the complex process of applying for a mortgage loan. Ultimately, a mortgage loan officer can make the home buying process less stressful and more enjoyable for residents of Ontario County, NY.

Tax Services

Residents of Ontario County, NY could greatly benefit from the services of a tax advisor. One specific way a tax advisor could help is by assisting residents with navigating the unique tax laws and regulations of New York state. For example, New York state has a separate estate tax that is not imposed by the federal government, and a tax advisor could help residents understand how this tax may impact their estate planning. Additionally, a tax advisor could help residents take advantage of any applicable tax credits or deductions, such as the New York State School Tax Relief (STAR) program, which provides property tax relief to eligible homeowners. By working with a tax advisor, residents of Ontario County can ensure they are fully compliant with state and federal tax laws, while also maximizing their tax savings.

Estate Planning Lawyer

Residents of Ontario County, NY can benefit greatly from the expertise of an estate planning lawyer. These legal professionals provide guidance on how to protect assets, minimize taxes, and ensure that beneficiaries receive their rightful inheritance. With a growing population of retirees in Ontario County, it is becoming increasingly important to plan for the future and ensure that loved ones are taken care of. An estate planning lawyer can help residents navigate the complexities of estate law in New York State and create a personalized plan that meets their unique needs. For example, in Ontario County, many families own large plots of land or farms that have been passed down through generations. An estate planning lawyer can help these families create a plan for transferring ownership of the property to future generations while minimizing taxes and avoiding disputes. Overall, an estate planning lawyer can provide peace of mind and ensure that the wishes of Ontario County residents are carried out after they pass away.

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