J Parisi Associates

As your local insurance and investment professional, I offer insurance and investment products and services to help you navigate the financial landscape and prepare for the future. Any testimonials are based on individual experience and not a guarantee of future performance or success. CA Ins Lic #4080310

Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored guidance to individuals, families, and businesses. Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage. Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes. Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.

Nationwide Insurance in Auburn, NY offers a wide range of insurance products for vehicles, property, personal needs, and businesses, with options for savings through usage-based insurance and bundling policies. With a focus on providing comprehensive coverage and financial solutions, Nationwide Insurance also offers investment products, retirement planning, and resources for emergency planning and risk management for individuals and businesses alike. Generated from the website