Banking & Finance >> Financial Planning

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Adirondack Bank - Mohawk

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Adirondack Bank -- Ilion

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AGFS - Advanced Group

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Advanced Group Financial Services, LLC is a Registered Investment Advisory and provides financial services to families and business in areas of Investments, Asset Management, Retirement and Financial Planning, Qualified Plans as well as Life, Disability and Long Term Care insurance services.

Berkshire Bank

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Berkshire Bank  photo Berkshire Bank- America's Most Exciting Bank®. The Company has approximately $7.5 billion in assets and 93 ongoing full service branch offices in Massachusetts, New York, Connecticut, and Vermont providing personal and business banking, insurance, and wealth management services. Berkshire Bank- Ilion Branch 1 Central Plaza Ilion, NY 13357 (315) 895-7445 Berkshire Bank- West Winfield Branch 381 West Main St West Winfield, NY 13491 (315) 822-6333

Brown and Associates

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Brown & Assicuates, CPA provides accounting, tax, financial and IT management services to small to mediaum-sized businesses throughout Central New York. Individual, partnership, estate, trust and not-or-profit tax services are also available. We are QuickBooks Pro Advisors and Dell Computer resellers providing hands installation and training.

Day, Scarafile & Read, Inc - Little Falls

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Day, Scarafile & Read, Inc - Little Falls photo Locally owned, independent insurance agency with five locations throughout the Mohawk Valley region. In addition, Day, Scarafile & Read offers year-round bookkeeping and tax preparation services.

Day, Scarafile & Read, Inc. - Ilion

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Day, Scarafile & Read, Inc. - Ilion photo Locally owned, independent insurance agency with five locations throughout the Mohawk Valley region. In addition, Day, Scarafile & Read offers year-round bookkeeping and tax preparation services.

GPO Federal Credit Union - Dolgeville

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GPO Federal Credit Union - Dolgeville photo GPO’s mission statement is “Our Focus is You”. Our goal is to serve all of our members, and to serve them well. We will always recognize the rights of members because they are the owners of the credit union.

Haylor Freyer & Coon Financial Service

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Haylor Freyer & Coon Financial Service photo Financial Planning and 401(K) Plans

Haylor, Freyer & Coon

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Strategic and fiscal consulting Ongoing data analytics and reporting Continuous benchmarking Claims evaluation Day-to-day problem solving Review to uncover existing deficiencies Auditing and compliance support Funding Arrangements Fully Insured Captives Self-Funding These services provide a bigger picture of where you stand, and where you want to go – and our expertise allows us to use this information to help you plan. Whether it’s illustrating how you’re trending based on past experience or outlining a 3-5 year plan, this comprehensive approach helps ensure that your plan is not only sustainable and fully compliant, but also meets your goals moving forward.

Paradigm Consulting, Inc.

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Strategic Financial Services, LLC

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Utica Score Chapter

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Business Counseling

VanMeter & VanMeter, LLC

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Wealth Management

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