Financial Planners in Clay, NY
1. Legacy Financial Group & Associates
7900 Davis Rd N Ste 2, Clay, NY 13041
From Business: We are committed to maintaining a high standard of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial…
2. Ameriprise Financial
8200 Molson Way, Liverpool, NY 13090
3. Annuity General
Serving the Clay Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
4. Marc Franco - Private Wealth Advisor, Ameriprise Financial Services
7672 Oswego Rd, Liverpool, NY 13090
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
5. Rich Hummel - Thrivent
7897 Oswego Rd, Liverpool, NY 13090
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Rich Hummel is committed to providing financial advice,…
6. Paul Ridley - Thrivent
7897 Oswego Rd, Liverpool, NY 13090
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Paul Ridley is committed to providing financial advice,…
7. Paul Coir - Financial Advisor, Ameriprise Financial Services
7672 Oswego Rd, Liverpool, NY 13090
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
8. Lauren L Kenny - Financial Advisor, Ameriprise Financial Services
7672 Oswego Rd, Liverpool, NY 13090
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
9. CareOne Debt Relief Services
Serving the Clay Area
From Business: CareOne Debt Relief Services is the nation's largest brand of debt relief, with over 5 million people helped to date. Call our certified personal finance counselors now for a…
10. Edward Jones - Financial Advisor: Paul Hernandez
7445 Morgan Rd Ste 202c, Liverpool, NY 13090
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
11. Edward Jones - Financial Advisor: Ken Maag, CFP®|AAMS™
7445 Morgan Rd Ste 202C, Liverpool, NY 13090
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
12. Kyle Mumpton - Thrivent
7897 Oswego Rd, Liverpool, NY 13090
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kyle Mumpton is committed to providing financial advice,…
13. Haylor Freyer & Coon Financial Services - Kent Schmidt
231 Salina Meadows Pkwy, Syracuse, NY 13212
From Business: Our mission is to be viewed as a Wealth Management resource to aid our clients with their financial goals and objectives. This means taking the time to understand our…
14. Brackens Financial Solutions
333 W Washington St Ste 220, Syracuse, NY 13202
From Business: At Brackens Financial Solutions Network, we understand the many financial concerns individuals and families face. Our goal is to help clients feel confident about their future…
15. Edelman Financial Engines
5015 Campuswood Dr Ste 201, East Syracuse, NY 13057
From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…
16. Strategic Wealth Advisors
211 W Jefferson St Ste 22, Syracuse, NY 13202
From Business: Strategic Wealth Advisors serves our clients by utilizing the knowledge aquired through 80 years of nobel prize winning research. This is made possible through the "Structured…
17. Dan Hopkins - Financial Advisor, Ameriprise Financial Services
1753 Milton Ave, Solvay, NY 13209
From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…
18. MJC Financial Services
2201 James St, Syracuse, NY 13206
From Business: Started in 1991 by Michael J Cook to help people achieve what is important in their financial lives. Mission: to proactively participate with clients in managing their…
19. Madison Financial Planning Group
525 Plum St Ste 101, Syracuse, NY 13204
From Business: At Madison Financial Planning Group, we understand the concerns many face as they transition into retirement. Utilizing an ongoing financial planning process and developing…
20. Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services
3504 James St, Syracuse, NY 13206
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
21. Merrill Lynch Wealth Management
205 S Salina St Ste 300, Syracuse, NY 13202
From Business: Welcome to Merrill Lynch in SYRACUSE, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
22. Blue Ocean Strategic Capital
443 N Franklin St Ste 220, Syracuse, NY 13204
23. Reanna Wenham - TIAA Wealth Management Advisor
250 S Clinton St Ste 310, Syracuse, NY 13202
24. Syracuse, NY Branch Office - UBS Financial Services Inc.
440 S Warren St 6th Fl, Syracuse, NY 13202
25. Creative Strategies for Modern Wealth Group - UBS Financial Services Inc.
440 South Warren Street The Galleries 6th Floor, Syracuse, NY 13202
26. Colette Powers - UBS Financial Services Inc.
440 South Warren Street The Galleries 6th Floor, Syracuse, NY 13202
27. The Syracuse Group - UBS Financial Services Inc.
440 South Warren Street The Galleries 6th Floor, Syracuse, NY 13202
28. The Austin & Alesandro Group - UBS Financial Services Inc.
440 South Warren Street The Galleries 6th Floor, Syracuse, NY 13202
29. The Seneca Group - UBS Financial Services Inc.
440 South Warren Street The Galleries 6th Floor, Syracuse, NY 13202
30. Ronald D. Scott - UBS Financial Services Inc.
440 South Warren Street The Galleries 6th Floor, Syracuse, NY 13202