Palmyra Financial Planners

in Palmyra, NY

Financial Planners are
in Palmyra

Financial Planners in Palmyra
are top rated

Rated by
Lauren B.
"When you look for help managing your estate, you want to feel safe in sharing financial information.
and Kaeri of
, are honest and have" only your best interest at heart. They guide you step-by-step through the pitfalls of passing wealth to the next generation. They communicate on a regular basis, informing you of income tax changes that may affect you, they advise you of more beneficial investment vehicles to save/grow your hard earned dollars, and ways of handling IRAs and 401K withdrawals. They've saved us money in income tax fees and have given us a feeling of security which is priceless.
Rated by
Ken H.
"I've had other investment advisers before but her knowledge exceeded any of them that I had before. I have a little bit of knowledge of it myself but hers was very good. The price" was great. I'm already scheduling another appointment with them.
Rated by
Caesar E.
"They walked me through the whole process. First meeting and gathering information Completing all documents, making corrections if needed Filing all documents Keeping me fully updated" on dates or any changes The are the firm I would go to first as well as refer any family or friends to
Firm's incredible team.

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Financial Advising reviews in Palmyra


He has done our taxes and we are thinking of him doing our financial planning. He does a really good job. He listens to you and he is friendly. He is conscientious. If you do not get your taxes in by a certain day then it can be done by April 15th. It concided with people who send in docuemts in the last minutes. I like him and I can always rely on him to do what he says he is going to do.
- Sharon J.

They were very professional and helpful explaining every step of the way.I'm so happy with the whole
Palmyra Financial Planners Provider Name Locked
team that they now do all of my bookkeeping for my company and handle my taxes. I highly recommend them.
- casey S.

Many initial meetings to gather financial information. They also sell annuity and insurance products just like most financial consultants. They want to sell you something. All follow up meetings and reports are charged on an hourly basis and can cost over $1,000 a year if you have quarterly meetings which can get quite expensive.
- Patricia B.

Never put request in expedited request and then tried to put in second request. They refused. Would NEVER use again. Asked for name of office manager and was told that they did not have information. Called back and was given manager's name. don't trust them with your money if they can't handle request to send statements!
- Laurie S.

Palmyra Financial Planners Provider Name Locked
(owner) and
Palmyra Financial Planners Provider Name Locked
Palmyra Financial Planners Provider Name Locked
met with my wife and I initially for for almost two hours to get to know us and understand our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
Palmyra Financial Planners Provider Name Locked
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
Palmyra Financial Planners Provider Name Locked
. Plus, our investments were under performing the
Palmyra Financial Planners Provider Name Locked
enough that we needed to find another solution.
Palmyra Financial Planners Provider Name Locked
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
Palmyra Financial Planners Provider Name Locked
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
Palmyra Financial Planners Provider Name Locked
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
Palmyra Financial Planners Provider Name Locked
- George H.

In our first meeting with
Palmyra Financial Planners Provider Name Locked
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting. We thought we brought all the requested info to the next meeting but as
Palmyra Financial Planners Provider Name Locked
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
Palmyra Financial Planners Provider Name Locked
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
Palmyra Financial Planners Provider Name Locked
built a plan based on our answers to questions about our goals and risk tolerance.
Palmyra Financial Planners Provider Name Locked
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
Palmyra Financial Planners Provider Name Locked
were finished which we found really helpful. At the last meeting,
Palmyra Financial Planners Provider Name Locked
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
Palmyra Financial Planners Provider Name Locked
. He was personable and knowledgeable. We never felt rushed and
Palmyra Financial Planners Provider Name Locked
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
Palmyra Financial Planners Provider Name Locked
- Elizabeth L.

A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
Palmyra Financial Planners Provider Name Locked
's questions as far as where all our money was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
Palmyra Financial Planners Provider Name Locked
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow.
He's very versed in the myriad of options available, and was able to provide
Palmyra Financial Planners Provider Name Locked
advice for not only managing our own finances, but how to do that in the context of owning our own small business.
He is always professional, unbiased, and responsive to inquiries.

All Financial Planners in Palmyra, NY

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

Allegiant Group Inc

189 W Clarkston Rd Ste 1

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

Boost Credit 101

3773 E Cherry Creek N Dr

Brighton Securities

1703 Monroe Ave

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Edward Jones Investments

87 Genesee St

Freyman CPA, P.C.

40 Exchange Place
New York




20275 Honeysuckle Dr.


3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd



Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE





rocket Debt Consolidation

179 Saint Paul Street

S P Johnson Group

2025 Delaware Ave


3205 Mount Read Blvd

United Gold Direct

2945 Townsgate Road

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