Wealth Management in Jefferson County, NY

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List of Firms

Jefferson County, NY Wealth Management Firms

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The Freislich Group, Inc
Location 23697 NY-12, Watertown, NY 13601, USA
Phone (315) 782-4409
Language http://www.freislichgroup.com/
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Northwestern Mutual Financial: Gould Robert L
Location 200 Washington St # 202, Watertown, NY 13601, USA
Phone (315) 782-3498
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The Couch Group - UBS Financial Services Inc.
Location 215 Washington St, Watertown, NY 13601, USA
Phone (315) 221-5354
Language https://advisors.ubs.com/couch/?utm_source=Yext&utm_medium=GMB&utm_campaign=166801&y_source=1_MTg4ODgwMTYtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Northwestern Mutual Financial: Yelle Steve
Location 200 Washington St # 202, Watertown, NY 13601, USA
Phone (315) 782-9392
Language https://www.northwesternmutual.com/financial/advisor/steve-yelle/
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Crowley & Halloran CPAs PC
Location 215 Washington St, Watertown, NY 13601, USA
Phone (315) 788-3140
Language http://www.crowleyhalloran.com/
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Merrill Lynch Wealth Management
2 out of 5
Location 1241 Pittsford Victor Rd, Pittsford, NY 14534, USA
Phone (585) 899-2500
Language https://www.local.ml.com/ROCHESTER_NY
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Relph Benefit Advisors
Location 22113 Fabco Rd, Watertown, NY 13601, USA
Phone (315) 788-6125
Language https://rba.aleragroup.com/
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RBC Wealth Management Branch - Watertown
Location 19485 US-11, Watertown, NY 13601, USA
Phone (315) 788-4200
Language https://us.rbcwealthmanagement.com/watertown?utm_source=GMB&utm_medium=Yext
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OneMain Financial
4 out of 5
Location 1063 Arsenal St Ste B, Watertown, NY 13601, USA
Phone (315) 785-9217
Language https://www.onemainfinancial.com/branches/NY/Watertown/13601/4542?utm_source=google&utm_medium=local&utm_campaign=google-local
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Ogorek Wealth Management LLC
Location 6400 Sheridan Dr Suite 224, Williamsville, NY 14221, USA
Phone (716) 626-5000
Language https://ogorek.com/
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Conley's Rental Management
2 out of 5
Location 451 Arsenal St, Watertown, NY 13601, USA
Phone (315) 405-8197
Language https://www.conleysrentalmanagement.com/
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Wealth Management in Jefferson County, NY

Where Wealth Management Advisors in Jefferson County, NY Serve

Jefferson County, NY is a vibrant and diverse community nestled in the heart of the North Country. With a rich history dating back to the Revolutionary War, this county is home to a number of iconic landmarks that draw visitors from all over the world. From the stunning Thousand Islands region to the historic Sackets Harbor battlefield, there is no shortage of cultural and natural attractions to explore. In addition to its many tourist destinations, Jefferson County is also a thriving economic hub with a number of top employers in industries ranging from healthcare and education to manufacturing and agriculture. Some of the county's largest employers include Samaritan Health, Jefferson Community College, and the Fort Drum military base. When it comes to transportation, Jefferson County boasts a robust network of highways and streets that make it easy to get around. Major thoroughfares like Interstate 81 and Route 3 provide easy access to neighboring counties and cities, while local streets like Arsenal Street and Washington Street offer convenient routes through the heart of downtown.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Jefferson County, NY could greatly benefit from the services provided by a bank. With a population of over 100,000 people, many of whom are employed in industries such as agriculture and manufacturing, having access to financial resources is crucial. A bank can offer loans and lines of credit to farmers looking to expand their operations or manufacturers needing to purchase new equipment. Additionally, residents can take advantage of checking and savings accounts, as well as investment opportunities to grow their wealth. Jefferson County is also home to Fort Drum, a military installation with over 15,000 soldiers and their families. A bank can provide specialized services to military members, such as low-interest loans and financial counseling. Overall, having a bank in Jefferson County can provide residents with the necessary tools to achieve financial stability and success.

Insurance Broker

Residents of Jefferson County, NY can benefit from the services of an insurance broker in numerous ways. With the county's diverse population and landscape, an insurance broker can provide tailored solutions for each individual's unique needs. For instance, those residing in the rural areas of the county may require specialized insurance coverage for their agricultural operations, while those living in the urban centers may need policies that protect them from theft and liability. An insurance broker can also help residents navigate the complex healthcare system and find an affordable plan that meets their medical needs. Additionally, with the county's proximity to the Canadian border, an insurance broker can assist residents with cross-border insurance coverage, ensuring they are protected when traveling between the two countries. With the ever-changing insurance landscape, an insurance broker can provide invaluable expertise and support to residents of Jefferson County, NY.

Retirement Planning

Residents of Jefferson County, NY could benefit greatly from the services of a retirement planner. With a population of over 110,000 people, the county is home to a diverse community that includes both urban and rural areas. A retirement planner can help residents navigate the complex world of retirement planning, including issues such as Social Security, Medicare, and long-term care. They can also help residents develop a comprehensive retirement plan that takes into account their unique financial situation, including any pensions, 401(k)s, or other retirement savings they may have. Furthermore, a retirement planner can provide guidance on tax planning, estate planning, and other important financial matters that can impact a person's retirement. Given the complexity of these issues, it's clear that residents of Jefferson County, NY would benefit greatly from the expertise and guidance of a retirement planner.

Financial Advisor

Residents of Jefferson County, NY can benefit from the services of a financial advisor in numerous ways. One specific way is by helping them navigate the complexities of the local economy, which is heavily reliant on military and government spending. With Fort Drum military base being one of the largest employers in the area, a financial advisor can assist residents in understanding how to make the most of their military benefits, such as the Thrift Savings Plan. Furthermore, a financial advisor can provide guidance on investment options that align with the county's unique economic landscape, such as investing in companies that have government contracts or in industries that support military operations. By working with a financial advisor, residents of Jefferson County can feel confident in their financial decisions and make the most of the opportunities available to them.

Mortgage Loan Officer

Residents of Jefferson County, NY can benefit from the expertise of a mortgage loan officer in various ways. For instance, with the county's rich agricultural heritage, a mortgage loan officer can help farmers secure loans to purchase or improve their farms. In addition, the county's proximity to the Canadian border makes it a hub for cross-border trade, and a mortgage loan officer can help residents looking to invest in commercial real estate for business purposes. Furthermore, with the county's diverse population, a mortgage loan officer can assist in securing loans for first-time homebuyers or those looking to refinance their homes. Overall, a mortgage loan officer can provide valuable guidance and support to Jefferson County residents looking to achieve their financial goals.

Tax Services

Residents of Jefferson County, NY can benefit from the expertise of a tax advisor in various ways. One specific example is the complex tax laws surrounding agricultural businesses. Jefferson County is home to a large number of farms and agricultural enterprises. A tax advisor can assist these businesses in navigating the intricacies of tax laws related to agricultural subsidies, depreciation of farm equipment, and tax credits for conservation practices. Furthermore, tax advisors can help residents of Jefferson County who own rental properties by providing guidance on tax deductions related to rental income and expenses. They can also advise on tax planning strategies to minimize tax liability and maximize deductions. Overall, a tax advisor can be an invaluable resource for residents of Jefferson County, NY, helping them to navigate the complex tax landscape and achieve their financial goals.

Estate Planning Lawyer

Residents of Jefferson County, NY can benefit from the services of an estate planning lawyer in numerous ways. One specific example is that an estate planning lawyer can help residents navigate the complex laws surrounding estate taxes in New York State. Jefferson County, NY is home to many families with substantial assets, and an estate planning lawyer can assist in developing strategies to minimize tax liability and maximize the value of an estate. Additionally, an estate planning lawyer can help residents create comprehensive estate plans that include wills, trusts, and powers of attorney. These documents can ensure that a person's assets are distributed according to their wishes and can also provide for the care of loved ones in the event of incapacity or death. Overall, an estate planning lawyer can provide invaluable assistance to residents of Jefferson County, NY in protecting their assets and providing for their families.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Jefferson County, NY can provide a range of services to help clients achieve their financial goals. These services may include investment management, retirement planning, estate planning, tax planning, and more. With a deep understanding of the local economy and financial landscape, a wealth manager in Jefferson County can offer tailored advice and recommendations to help clients maximize their wealth and minimize their risks. For example, they may advise clients on how to take advantage of the region's thriving agriculture industry, or how to navigate the complex tax laws that apply to small business owners in the area. With their expertise and experience, a wealth manager in Jefferson County can help clients build a strong financial foundation for the future.

Jefferson County, NY is undoubtedly the best place to get a wealth manager. With its rich history and diverse economy, this county has a lot to offer when it comes to managing your finances. The county's strategic location at the heart of the Thousand Islands region makes it an ideal place for investment opportunities. Its proximity to major cities such as Syracuse and Rochester also makes it a hub for business and commerce. Furthermore, Jefferson County boasts of a highly educated workforce, which is a key ingredient in ensuring that your wealth is managed professionally and efficiently. With its unique blend of natural beauty, economic vibrancy, and a highly skilled workforce, Jefferson County, NY is the perfect place to get a wealth manager who will help you navigate the complex world of finance and investments.