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Johnson Lauder & Savidge

(1)

Industries, Individual, Business

“Dan and his associates corrected several errors from previous years and took care of making sure that everything was done perfectly for my 2 year old small business.”

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Hawkes Wealth Management

(3)

“These adviors are friendly and etremely knowedgable.”

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Visions Wealth Management-The O'Connor Group

(2)

“Very satisfied with the financial advice and investment guidance from Leo and his colleagues.”

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Kerr Financial Group

ETF, Long-Term Care Insurance, Certificates of Deposit

“Investing is not only about maximizing profits but also about minimizing losses. We firmly believe the key to making money is primarily not losing money. When researching a potential investment, the possibility of price appreciation is secondary to t...”

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Matthew Conlon & Associates

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Covenant Wealth Advisors

“Because we are independent, we are free to seek out & select the most suitable life & long-term care insurance products for the client. Our cost & rating analysis enables us to help the client choose the optimal product for their needs. We are certi...”

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The Accounting Firm of S.J. Julian & Co.

(7)

Tax Services, Quickbooks Services, Business Services

“Sal, Austin, Buzz, and Cathy have always been prompt, professional, and kind, consistently steering me in the right direction when it comes to my finances.”

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Conrad Associates

(39)

Payroll
Priced
Stress

“Our prior accountant retired a couple years ago and we were nervous who to find for our accounting necessities since we had been with her for many years.”

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Burkin's Tax & Accounting

(25)

NON Resident Alien TAX Filings, Financial Planning, IRS Representation

“My spouse and I had always used H&R Block in the last 5 or 6 years for their in-person and online services until Bryan introduced us to this new company of Burkin's Tax and Accounting.”

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Lesko Financial Services

(6)

“We partner with Lesko Financial Services on a scholarship fund that generously supports college-bound high school students from all over Broome County.”

FAQs

What does a financial advisor actually do?

A financial advisor acts as a guide to help navigate clients through the financial challenges of life: Listen to clients to learn about their unique financial situation Help define financial goals for the near-and long-term Set priorities for working toward those goals Identify investments and ways to achieve financial goals Advise and counsel clients through life events to help them stay on track

What specific types of financial areas does an advisor handle?

Advisors help clients develop a plan to spend, save and invest wisely while working toward future goals: Buying a house and remodeling Creating a cushion for financial emergencies Taking care of a growing family Funding a college education Saving for retirement Living out retirement plans and dreams Estate planning

Can my advisor buy and sell stocks and bonds?

Generally, yes. Clients can set up a brokerage account through Lesko to buy and sell stocks and bonds. Securities are offered through Lesko Securities, Inc., a registered broker/dealer and member of FINRA (www.finra.org, brokercheck.finra.org) and SIPC. There are numerous other financial investment options available through Lesko

This information can be found on the FAQ page on our website.

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Dedicated Financial Solutions, Faith Sigler & Associates

(1)

Advanced Planning Resources, For Professional Advisors, Products

“Faith is the whole package - knowledge and expertise combined with empathy and strong work ethic.”

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Financial Fitness Consulting and Management

(1)

“He was quickly able to get right to the heart of what our needs were, setup a very user friendly QB system, and walk me through all the maintenance I'd need to be doing moving forward.”

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Aspire Financial Group

“Teaching is no easy profession, and we are aware of how hard educators work and how important their job is. Just as important, is making sure those professionals are set up for as much success as they prepare their students for when it comes time for...”

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Amy L Smith Financial Services

(1)

“Due to covid it was a different experience but very efficient and safe.”

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Cheevers Hand & Angeline

(2)

College Education Planning, Portfolio Management, Retirement Planning

“Easily explains how it works, always has follows up on a question”

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1938 Wealth Advisors

“In a world of constant information and a 24/7 news cycle, how do you know what to do? It's beneficial to have a professional who can help you cut through the noise and misinformation. We have the experience to help you navigate the unknown, align str...”

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AXA Advisors

(1)

“She took control & gave me all the help I was looking for!!!!”

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Saved It!financial Coaching

(2)

“I had a session with Wahidah and she has a very in-depth knowledge on financial planning .”

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Shane Mason, Cpa, CFP

(2)

“Real smart guy and his team is great.”

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TRG Capital Management

“TRG's investment philosophy focuses on providing investors sustainable, reliable and long-term cash flow, an opportunity for additional income, capital appreciation with an opportunity to control risk and harvest tax losses (if applicable). We use ou...”

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GWH Wealth Advisors

Accounting & Taxes, Wealth Management

“At GWH we offer a comprehensive set of accounting, tax, financial planning, and advisory services to individuals and businesses. Our team utilizes a multidisciplinary approach, informed by extensive industry knowledge and enhanced by creative, out-of...”

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Great Credit Card Processing

(18)

Fee

“After being in business for almost 25 years I have FINALLY found a credit card processing agent that I can count on to treat me like my business is VERY important to him.”

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David Allen LPL Financial

(1)

Sandra Root, Practice Administrator, Sian Matt, Investment Advisor Representative, David Allen, Registered Securities Principal

“Of the nicest people you will ever meet”

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Peretore Accounting

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals at Peretore Accounting LLC in Endicott, NY. Our rates...”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Binghamton, NY

The highest-rated Financial Planning & Wealth Management companies out of 110 vetted & reviewed in the Binghamton area.

Johnson Lauder & Savidge

Hawkes Wealth Management

Visions Wealth Management-The O'Connor Group

Kerr Financial Group

Matthew Conlon & Associates

Covenant Wealth Advisors

The Accounting Firm of S.J. Julian & Co.

Conrad Associates

Burkin's Tax & Accounting

Lesko Financial Services

Dedicated Financial Solutions, Faith Sigler & Associates

Financial Fitness Consulting and Management

Aspire Financial Group

Amy L Smith Financial Services

Cheevers Hand & Angeline

1938 Wealth Advisors

AXA Advisors

Saved It!financial Coaching

Shane Mason, Cpa, CFP

TRG Capital Management

GWH Wealth Advisors

Great Credit Card Processing

David Allen LPL Financial

Peretore Accounting

Retirement Planning and Investment Management Services in Binghamton, NY Cost Estimates

Why these companies made our list

Wealth Management Advisors near Binghamton

Popular in Binghamton