In partnership with Cadaret, Grant, we are offering our clients the ability to view their accounts online using the powerful yet convenient technology of AdvantageOne powered by Albridge Solutions. If you already have set up your online access, you can view your accounts using this client login. If you want online access, please call us at 315-823-9200 and we will get you set up!
Your Full-Service Financial Professionals in the Mohawk Valley!
Do you work hard for a living in the Mohawk Valley? Don't you deserve a financial advisor who works hard for you?
Van Meter & Van Meter, LLC, is a comprehensive financial services firm in the Mohawk Valley with convenient offices located in Little Falls, Schuyler and Palatine Bridge. We have the training, the experience and the resources to help you and your family enjoy the most prosperous, worry-free financial journey through life possible! We stand beside you at every step of the way: to guide you in prudently saving and investing for the future while you are working, to help you plan to live comfortably on your savings and investments when you retire, and finally to help identify strategies to pass on your wealth to your loved ones without unduly enriching the government. We can also help you with sound tax planning and ethical income tax preparation for you and your family, your business, and your trusts and estate.
It's All About You!
Are you on a journey toward financial security in an increasingly insecure world? Are you working hard and making smart choices to achieve a worry-free future? Doesn't it make sense that your financial advisor is as hard-working and prudent as you?
The team at Van Meter & Van Meter works together, for you.
We understand that investing for your future is a long-term process, not a product. We take the time to get to know you before we propose an investment solution. We value the working relationship that we build together to implement and monitor a fiancial and tax plan to bring your goals to fruition.
The Right Tools
So how do we help you improve your long-term financial success? It begins, of course, with our customized programs designed to help you better plan for your financial future and manage your wealth. Let us show you how to diversify your assets, and find the right investments that allow you to focus on your long-term goals and still sleep well at night!
But just as important as our investment and tax planning programs, we offer a top-notch level of personalized, ethical service. Our team brings a wealth of practical experience and valuable education in financial planning, investment advice and income and estate tax planning. We understand that you are a unique individual, and that each case is different. Your dreams, worries and needs matter. Thus, we not only offer the highest levels of professional expertise that you need, but also the careful attention and empathy that you deserve!
You see, every financial decision is both an analytical decision and an emotional decision, and all too often the most rational financial plan may sit unused on the shelf gathering dust, perhaps because of an unstated emotional objection to one aspect, or an unrealistic goal based more on hope than sound math. For this reason, we use not only research and analytical skills, but also interpersonal and decision-making skills and training to help you address your financial decisions in a well-rounded, interdisciplinary manner. We truly teach you to plan your financial work, and work your financial plan!
Let Us Help
Are you ready to begin your financial journey with a sense of purpose? Or perhaps you're ready to continue your financial journey with a fresh, more personal and professional approach? If so, contact Van Meter & Van Meter, LLC today, and learn how we can help you see the possibilities in your future!
Let Us Help You With:
- Financial Planning
- Stocks & Bonds
- Mutual Funds & ETFs
- Retirement Plans
- Estate Planning
- Tax Planning
- Income Tax Preparation for Individuals, Businesses, Estates and Trusts
For your convenience, we can get together at one of our three conveniently located offices in Little Falls, in Schuyler near North Utica, and in Palatine Bridge near Canajoharie.
Van Meter & Van Meter, LLC.
Little Falls Office:
536 East Main Street
Little Falls, New York 13365
Phone: (315) 823-9200
Fax: (315) 823-9201
Palatine Bridge Office:
59 West Grand Street
Palatine Bridge, New York 13365
Phone: (518) 673-0002
Fax: (518) 673-6155
2502 State Route 5
Utica, New York 13502
Phone: (315) 735-3684
Fax: (315) 733-1278
If you have any questions or comments, please send us an email and we'll be sure to get back to you as soon as possible!