Wealth Management in Corning, NY

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List of Firms

Corning, NY Wealth Management Firms

Burns Matteson Capital Management
SEC File# 801-61036
CRD# 118315
Location 42 E Market St, Corning, NY 14830, USA
Phone (607) 937-9282
Language http://www.burnsmatteson.com/
Directions
Ambassador Advisors, LLC
SEC File# 801-61471
CRD# 116978
Location 283 S Hamilton St, Painted Post, NY 14870, USA
Phone (607) 937-5205
Directions
The Brand Schweizer Group of Raymond James
Location 100 N Main St, Elmira, NY 14901, USA
Phone (607) 591-8400
Language https://www.raymondjames.com/brandschweizergroup
Directions
Wells Fargo Advisors Financial Network office of O'Brien Financial Group
1 out of 5
Location 99 W 1st St, Corning, NY 14830, USA
Phone (607) 973-2440
Language http://www.obrienfinancial.net/
Directions
Wealth Management in Corning, NY

Where Wealth Management Advisors in Corning, NY Serve

Nestled in the heart of New York's Southern Tier, Corning is a vibrant city that offers a mix of history, culture, and natural beauty. From the stunning glass artworks at the Corning Museum of Glass to the picturesque Gaffer District, Corning is full of landmarks that will leave you in awe. The city is home to several top employers, including Corning Incorporated, Guthrie Healthcare System, and Dresser-Rand. These companies provide ample job opportunities and contribute significantly to the local economy. Major highways like Interstate 86 and State Route 17 run through Corning, providing easy access to nearby cities like Elmira, Binghamton, and Syracuse. The city's streets are lined with charming shops, restaurants, and cafes that cater to both locals and tourists. Corning is divided into several neighborhoods, each with its own unique character. The Northside, Southside, and East Corning are all residential areas that offer a mix of single-family homes and apartments.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Corning, NY can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to residents who may need to take out loans for various reasons, such as starting a business or buying a home. Additionally, banks in Corning can offer investment opportunities to those who want to grow their wealth through stocks, bonds, and mutual funds. Furthermore, banks can provide checking and savings accounts to help residents manage their money and save for the future. In particular, a bank in Corning could offer specialized services to cater to the unique needs of the town, such as providing loans for the glass industry that the town is known for. Overall, a bank in Corning, NY can offer a range of financial services to help residents achieve their financial goals and improve their financial well-being.

Insurance Broker

Residents of Corning, NY can benefit greatly from the services of an insurance broker. With the city's thriving economy and diverse population, an insurance broker can help individuals and businesses alike navigate the complex world of insurance policies and coverage options. From finding the best rates for auto and home insurance to helping businesses obtain liability and property coverage, an insurance broker can provide invaluable assistance in protecting the assets and financial well-being of Corning residents. Additionally, with the city's location in the Finger Lakes region of New York, an insurance broker can also assist with specialized coverage options for recreational activities such as boating and skiing. Overall, an insurance broker can provide personalized and comprehensive support to ensure that Corning residents have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Corning, NY could benefit from a retirement planner in a variety of ways. Firstly, a planner could help them navigate the complexities of Social Security benefits, ensuring they receive the maximum payouts available. Additionally, with Corning being home to several large corporations, a planner could assist residents in making informed decisions about their 401(k) plans and other employer-sponsored retirement benefits. Furthermore, with the cost of living in Corning being slightly higher than the national average, a planner could help residents create a personalized retirement plan that takes into account their unique financial situation and goals. Overall, a retirement planner could provide invaluable guidance and support to the residents of Corning as they plan for their future.

Financial Advisor

Residents of Corning, NY can benefit from the expertise and guidance of a financial advisor in numerous ways. Firstly, with Corning being a hub for the glass and ceramics industry, financial advisors can help individuals navigate the complexities of investing in these industries and provide insights into the market trends. Additionally, financial advisors can assist residents in planning for retirement, managing debt, and creating a budget that suits their individual needs. With the cost of living being higher in Corning compared to the national average, a financial advisor can also help residents manage their expenses and plan for unexpected financial emergencies. Furthermore, with the recent economic uncertainty caused by the pandemic, financial advisors can provide valuable advice on how to protect and grow their wealth during these challenging times. Overall, a financial advisor can help residents of Corning, NY achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Corning, NY would greatly benefit from the expertise of a mortgage loan officer. With the town's rich history of glass manufacturing and a growing economy, it's no wonder that many residents are looking to invest in their own homes. A mortgage loan officer can help guide residents through the complex process of obtaining a mortgage, taking into account the unique characteristics of the Corning housing market. From navigating the intricacies of the local zoning laws to finding the best interest rates, a mortgage loan officer can provide invaluable support to those looking to make a home in Corning. Whether it's a first-time homebuyer or a seasoned investor, a mortgage loan officer can help ensure that residents of Corning are able to secure the financing they need to achieve their dreams of homeownership.

Tax Services

Residents of Corning, NY can benefit from the expertise of a tax advisor in a number of ways. For starters, a tax advisor can help residents navigate the complex tax laws and regulations that are unique to New York State, including the state's recently enacted SALT cap workaround. Additionally, a tax advisor can assist residents in identifying deductions and credits that they may be eligible for, such as the historic preservation tax credit for homeowners in Corning's Historic District. Furthermore, a tax advisor can help residents plan for the future by providing guidance on retirement planning, estate planning, and other financial matters. With the help of a knowledgeable tax advisor, residents of Corning can ensure that they are maximizing their tax savings and making informed financial decisions.

Estate Planning Lawyer

Residents of Corning, NY can benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can help individuals create a comprehensive plan to manage their assets and ensure that their wishes are carried out after their passing. This is especially important in a town like Corning, NY, which is known for its thriving art and glass industry. Many residents may have valuable art collections or glassware that they want to ensure are passed down to their loved ones or donated to a specific museum or institution. An estate planning lawyer can help create a plan that addresses these specific needs and desires. Additionally, an estate planning lawyer can assist with setting up trusts, drafting wills, and establishing powers of attorney to ensure that individuals have a plan in place for any unforeseen circumstances. With the help of an estate planning lawyer, residents of Corning, NY can have peace of mind knowing that their assets and legacy are protected.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Corning, NY are designed to cater to the unique financial needs of high net worth individuals. A wealth manager in Corning, NY can provide a range of services, including investment management, financial planning, tax planning, estate planning, and risk management. With its rich history in the glass industry, Corning, NY has a unique economic landscape that requires a wealth manager with a deep understanding of the local market. From managing the wealth of successful entrepreneurs to helping families plan for their financial future, a wealth manager in Corning, NY can provide tailored solutions that meet the needs of each client. With burstiness and complexity, the wealth manager can navigate the complex financial landscape of Corning, NY, providing clients with the guidance and expertise necessary to achieve their financial goals.

Corning, NY is the ideal location for anyone seeking a top-notch wealth manager. Nestled in the heart of the Finger Lakes region, Corning is a quaint city that boasts a rich history and vibrant culture. The city's picturesque landscape, with its rolling hills and sparkling waterways, provides a serene backdrop for financial planning and investment management. Moreover, Corning is home to a diverse community of professionals who are well-versed in the nuances of wealth management. From estate planning to retirement savings, these experts have the knowledge and experience to help clients achieve their financial goals. Whether you are a seasoned investor or a novice looking to get started, Corning's wealth managers are equipped to provide personalized solutions that meet your unique needs. With its blend of natural beauty and financial expertise, Corning, NY is the perfect place to find a wealth manager that can help you secure your financial future.