< Financial & Financial Advisors - Lowville, NY
Financial & Financial Advisors
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AmeriCU Credit Union offers the same service as a bank but with low or no fees, better rates, investments, insurance planning, and financial planning.

Farm Credit East is dedicated to serving the agricultural credit and financial needs of those in the business of agriculture, including farmers, nursery and greenhouse operators, forest products producers, fishermen, lobstermen, part-time growers, agribusiness owners and country home owners.

Founder, Tony Morgia, likes to say, “fear of the downside must be greater than greed on the upside.” A generational office, advising many of their original clients as well as those clients’ children and grandchildren. Our clients believe in our long-term approach to wealth management. We pride ourselves on reliable and efficient service to help you with all facets of your financial life.


My team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs and dreams are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services including:



Personal Financial Planning

    Goal funding
    Retirement Planning
    Education Planning
    Risk Management (Life, Disability & Long-term care Insurance)
    Estate Planning

Business Financial Planning

   Employee Insurance / Retirement Benefits
   Executive Benefits
   Succession Planning 

RBC Wealth Management offers consulting for corporate retirement plans. They also make recommendations that are designed to decrease annual operating expenses and administrative burdens of maintaining a qualified employee retirement plan.

State Farm Agent Tom Spaulding provides a variety of services including auto insurance, home insurance, bank insurance, health insurance, life insurance, and  other financial services.

Open Monday through Friday 9am to 5pm.

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