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Financial Planners in New York

Financial Planners in Elmira, NY

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6 results found

Chris Vaughn Elmira, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
New Student Financial Planner at Mansfield University
Location:
Elmira, New York Area
Industry:
Education Management
Work history:
Mansfield University New Student Financial Planner
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Shane Alsworth Elmira, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Partner • Manager • Chief Executive • Operations Manager • Financial Manager • Business Administrator • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Proto & Alsworth Wealth Management, LLC
Title:
Partner, Proto & Alsworth Wealth Management, LLC
Location:
Elmira, New York Area
Industry:
Investment Management
Work history:
Proto & Alsworth Wealth Management, LLC Partnersince Aug 2008Nancy Socha & Associates, LLC Investment Manager & Financial PlannerJun 2001 - Aug 2008
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D Goldman Elmira, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Auditor • Auditor

Experience & Education

Title:
Senior Financial Planner, Financial Services Executive at Legacy Financial Planning an office of MetLife
Location:
Elmira, New York Area
Industry:
Financial Services
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Shelly Orban Elmira, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Tax Consultant • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Financial Manager

Experience & Education

Position:
Senior Client Service Associate at Market Street Trust Company
Location:
Elmira, New York Area
Industry:
Financial Services
Work history:
Market Street Trust Company - Corning, New YorkSenior Client Service Associatesince Jun 2013Nancy A. Socha & Associates, LLC - Corning, New YorkSenior Financial Planner & Tax SpecialistJan 2000 - Jun 2009
Certifications:
Certified Financial Planner (r)
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Shelly Orban Elmira, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Tax Consultant • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Sr. Financial Planner & Tax Specialist at Nancy A. Socha & Associates, LLC
Location:
Elmira, New York Area
Industry:
Financial Services
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Susan Vandermeer Elmira, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Treasurer • Operations Manager • Sales Manager • Financial Officer • Financial Manager • Master of Business Administration • Bachelor of Science • Sales Executive • Property Manager • Real Estate Manager

Experience & Education

Title:
Financial Services Professional
Location:
Elmira, New York Area
Industry:
Financial Services
Work history:
Cornell University Chair Cornell Rowing Association2010 - 2010Cornell University Cornell Rowing Association2000 - 2010
Financial Planner
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Financial Planners near Elmira, NY03691215IthacaCorning


Financial Planners around Elmira, NY

Corning  (1)
Ithaca  (13)

Financial Planners in New York

Sub-specializations

Financial Planner  (6)