Wealth Management in Chautauqua County, NY

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List of Firms

Chautauqua County, NY Wealth Management Firms

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Merrill Lynch Wealth Management Advisor Derek A Watkins
5 out of 5
Location 55 Southwestern Dr, Jamestown, NY 14701, USA
Phone (716) 485-2775
Language https://fa.ml.com/new-york/jamestown/swartz_watkins_associates
Directions
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HBKS Wealth Advisors
SEC File# 801-60424
CRD# 112139
Location 235 W 6th St, Erie, PA 16507, USA
Phone (814) 459-1116
Language https://hbkswealth.com/?utm_medium=yext&utm_source=gmb
Directions
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Nelson Capital Development Inc
3 out of 5
Location 500 Pine St # 8, Jamestown, NY 14701, USA
Phone (716) 487-0337
Language https://www.nelson-capital.com/
Directions
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Arcade Wealth Advisors LLC
Location 7 Rugby Pl, Jamestown, NY 14701, USA
Phone (716) 665-5755
Language http://www.arcadegroup.com/
Directions
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Fulreader & Komma Management
Location 315 N Main St #202, Jamestown, NY 14701, USA
Phone (716) 484-3151
Directions
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Summit Wealth Management Inc
5 out of 5
Location 517 W 3rd St, Jamestown, NY 14701, USA
Phone (716) 484-3005
Language http://www.summitwmi.com/
Directions
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Thrivent Financial for Lutherans
SEC File# 801-60701
CRD# 115785
Location 10 E Washington St, Corry, PA 16407, USA
Phone (814) 920-6939
Language https://www.thrivent.com/
Directions
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Merrill Lynch Wealth Management Advisor Jason Brown
Location 55 Southwestern Dr 1st Floor, Jamestown, NY 14701, USA
Phone (716) 485-2754
Language https://fa.ml.com/new-york/jamestown/jason.brown
Directions
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Chautauqua County Finance Department
Location 3 N Erie St, Mayville, NY 14757, USA
Phone (716) 753-4223
Language http://www.co.chautauqua.ny.us/
Directions
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Merrill Lynch Wealth Management Advisor Paul Nowakowski
Location 50 Fountain Plz Suite 1100, Buffalo, NY 14202, USA
Phone (716) 849-2087
Language https://fa.ml.com/new-york/buffalo/burns_nowakowski
Directions
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County of Chautauqua Industrial Development Agency (CCIDA)
Location 201 W 3rd St #115, Jamestown, NY 14701, USA
Phone (716) 661-8900
Language http://ccida.com/
Directions
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The Offices of Attorney Elisabeth A. Hall & Miller Hall Financial
Location 4950 Main St, Bemus Point, NY 14712, USA
Phone (716) 484-4100
Language http://www.millerhallfinancial.com/
Directions
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Legend Group Inc
5 out of 5
Location 110 Mall Blvd, Lakewood, NY 14750, USA
Phone (716) 763-9380
Language http://www.legendgroup.com/
Directions
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Andersen Cuddihy
Location 40 Norton Pl, Fredonia, NY 14063, USA
Phone (716) 952-4402
Language http://www.andersencuddihyinc.com/
Directions
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Keim Dusckas Caryl Wealth Management Group
Location 300 State St Suite 101, Erie, PA 16507, USA
Phone (814) 836-7840
Language https://us.rbcwealthmanagement.com/keimdusckascaryl?utm_source=GMB&utm_medium=Yext
Directions
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Wealth Management Services LLC
SEC File# 801-123592
CRD# 150266
Location 100 Corporate Pkwy #118, Amherst, NY 14226, USA
Phone (800) 457-3537
Language http://www.wealthmanagementservicesllc.com/
Directions
Wealth Management in Chautauqua County, NY

Where Wealth Management Advisors in Chautauqua County, NY Serve

Chautauqua County, located in western New York, boasts a plethora of landmarks that are sure to captivate any visitor. The Chautauqua Institution, a renowned cultural center, offers a variety of events and activities throughout the year, while the Dunkirk Lighthouse and Veterans Park Museum provide a glimpse into the area's history. Top employers in the county include Cummins, Inc., a leading manufacturer of diesel engines, and Jamestown Container Companies, a packaging solutions provider. Major highways such as Interstate 86 and U.S. Route 20 traverse the county, connecting residents to nearby cities like Buffalo and Erie. Chautauqua County is comprised of several distinct neighborhoods, each with its own unique character. Jamestown, the largest city in the county, is home to a vibrant downtown area and numerous parks and recreational facilities. The village of Fredonia, located along the shores of Lake Erie, is known for its charming architecture and small-town feel.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Chautauqua County, NY could benefit from a bank in various ways. Firstly, a bank could provide financial services such as savings accounts, checking accounts, and loans to help residents manage their finances effectively. Additionally, a bank could offer investment opportunities to help residents grow their wealth. Moreover, Chautauqua County is known for its thriving tourism industry, and a bank could provide services such as foreign currency exchange and travel insurance to both residents and tourists. Furthermore, Chautauqua County is home to several small businesses, and a bank could offer business loans and other financial services to help these businesses thrive. Lastly, Chautauqua County experiences harsh winters, and a bank could provide heating assistance programs to help residents who struggle to pay their heating bills during this time. Overall, a bank could play a crucial role in improving the financial well-being of residents in Chautauqua County, NY.

Insurance Broker

Residents of Chautauqua County, NY can benefit from the services of an insurance broker in numerous ways. With a population of over 130,000 people, this county is home to several small businesses and industries which require adequate insurance coverage to safeguard their operations. An insurance broker can help residents of Chautauqua County, NY to navigate the complex insurance market and find the most suitable policies that meet their specific needs. For instance, a broker can help residents to secure affordable health insurance coverage, which is crucial considering the high cost of healthcare in the county. Additionally, an insurance broker can assist residents to obtain insurance coverage for their homes and other properties, especially in areas prone to natural disasters such as floods and wildfires. With the help of an insurance broker, residents of Chautauqua County, NY can rest easy knowing that they are adequately protected against unforeseen events that could potentially disrupt their lives.

Retirement Planning

Residents of Chautauqua County, NY can benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help them navigate the complex tax laws of the state and county. With New York having one of the highest tax rates in the country, it becomes imperative for residents to plan their retirement in a tax-efficient manner. Secondly, a retirement planner can help them identify the best investment options available in the county. With the county being home to several top-performing companies, a retirement planner can help residents invest their money in the right stocks and funds. Lastly, a retirement planner can help residents plan for the high healthcare costs in the county. With a large aging population and limited healthcare facilities, it becomes important for residents to have a well-planned retirement strategy that takes into account the high healthcare costs of the county. Overall, a retirement planner can be instrumental in ensuring that residents of Chautauqua County, NY have a comfortable and financially secure retirement.

Financial Advisor

Residents of Chautauqua County, NY could benefit from the guidance of a financial advisor in a multitude of ways. For example, with the county's high poverty rate of 15.5%, a financial advisor could assist individuals in creating a budget that accommodates their income and expenses, while also identifying areas where they could potentially save money. Additionally, with a significant portion of the county's population being retirees, a financial advisor could help them navigate the complexities of Social Security and Medicare, ensuring they are receiving the maximum benefits available to them. Furthermore, with the county's economy heavily reliant on tourism, a financial advisor could provide guidance on investing in local businesses and real estate, as well as creating a diversified investment portfolio to mitigate any potential economic downturns. Overall, a financial advisor could provide invaluable assistance to the residents of Chautauqua County, NY in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Chautauqua County, NY would greatly benefit from the expertise of a mortgage loan officer. With the county's diverse population, ranging from retirees to young families, there is a wide range of financial situations that require personalized attention. A mortgage loan officer can help residents navigate the complex world of home buying, from finding the right loan program to securing the best interest rates. In addition, with the county's unique geography, which includes the beautiful Chautauqua Lake and the rolling hills of the Allegheny Plateau, there are many different types of properties available, from lakefront cottages to sprawling farms. A mortgage loan officer can help residents understand the specific requirements for each type of property and find the best financing options to make their dreams of homeownership a reality.

Tax Services

Residents of Chautauqua County, NY could benefit greatly from the services of a tax advisor. With a population of approximately 130,000 people, this county is home to a diverse range of individuals and businesses, each with unique tax needs and challenges. A tax advisor can help residents navigate the complex tax laws and regulations at both the state and federal levels, ensuring that they are in compliance and maximizing their deductions. For example, residents who own property on Chautauqua Lake may be eligible for certain tax breaks related to lakefront ownership, but these can be difficult to navigate without expert guidance. Additionally, small business owners in the county may need help with tax planning and preparation, as well as guidance on how to structure their businesses for maximum tax efficiency. A tax advisor can also provide valuable advice and support during audits or other tax-related issues, helping residents to navigate these complex processes with confidence.

Estate Planning Lawyer

Residents of Chautauqua County, NY can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in creating a will, which is crucial in ensuring that a person's assets are distributed according to their wishes after their death. Moreover, an estate planning lawyer can also help in setting up trusts, which can be used to protect assets and minimize tax liabilities. Additionally, residents of Chautauqua County, NY can benefit from an estate planning lawyer's expertise in Medicaid planning, which can help them qualify for government benefits while preserving their assets. Given the aging population and the prevalence of long-term care facilities in Chautauqua County, NY, Medicaid planning is particularly important for residents. Therefore, consulting an estate planning lawyer can provide peace of mind and financial security for residents of Chautauqua County, NY.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in Chautauqua County, NY are tailored to meet the unique needs of high-net-worth individuals and families. With a deep understanding of the local market and its intricacies, a wealth manager can provide a range of services, including investment management, retirement planning, tax planning, estate planning, and philanthropic giving. Chautauqua County, NY is known for its beautiful natural landscapes, including Lake Chautauqua, which offers a variety of recreational activities such as boating, fishing, and hiking. A skilled wealth manager can help clients take advantage of the county's unique opportunities by crafting investment strategies that align with their financial goals and values. Whether it's preserving wealth for future generations or supporting local charities, a wealth manager in Chautauqua County, NY can provide tailored solutions to help clients achieve their objectives.

Chautauqua County, NY is an ideal location to secure the services of a wealth manager. With its picturesque landscapes and thriving economy, the county offers a plethora of opportunities for investors to grow their wealth. Moreover, the county is home to a diverse population of financial professionals who possess the expertise and knowledge necessary to navigate the complex world of wealth management. In fact, Chautauqua County boasts a high concentration of financial advisors and wealth managers, making it easy for investors to find a professional who can cater to their unique needs. Whether you are looking to invest in the stock market, real estate, or other investment vehicles, a wealth manager in Chautauqua County can help you achieve your financial goals. So, if you are looking for a reliable and experienced wealth manager, look no further than Chautauqua County, NY.