Expertise.com

Best Financial Advisors in Syracuse

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2023
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Expertise.com Concierge Service logo
FEATURED
Free booking service!

Expertise.com Concierge Service

Syracuse, NY

Business Description

Need help contacting a Financial Advisor in Syracuse? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Price: Free booking service!

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Syracuse, NY
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Arabella Wealth Advisors logo
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Arabella Wealth Advisors

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120 East Washington Street, Syracuse, NY 13202
  • Retirement Planning

Business Description

Arabella Wealth Advisors is a financial advisory firm serving clients in Syracuse. It offers a wide range of financial products and services, such as investment management, personal and business financial planning, stock option analysis, and retirement planning. The firm educates clients on the financial concepts that govern insurance, investing, and wealth preservation. Owner David W. Treichler had handled more than $160 million in client assets for the M&T Investment Group. He is also a member of the Center State Corporation for Economic Opportunity.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (10)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Blue Water Capital Management, LLC logo
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Blue Water Capital Management, LLC

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507 Plum Street, Syracuse, NY 13204
  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Business Description

Blue Water Capital Management, LLC, is an independent financial advisory firm assisting individuals and businesses in Syracuse. It offers investment management, financial planning, and concierge services, such as reviewing documents or contracts and liaising with attorneys or accountants. The firm also provides retirement plan design and consulting services. One of its founding partners, Stephen D. Swift, is a Chartered Financial Consultant. He has been in the financial services industry for more than 33 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)
CenterBridge Planning Group logo
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CenterBridge Planning Group

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443 North Franklin Street, Syracuse, NY 13204
  • Certified Financial Planner (CFP)

Business Description

CenterBridge Planning Group is an investment and financial management company that serves clients in the Syracuse area. It offers financial planning services to help clients manage their finances during major life events and transitions, such as divorce, marriage, job changes, and pregnancy. It also provides consultation and advising services for individuals who are planning for inheritance and designing college funds. One of its partners, Andrew “Andy” Burr, has been in the industry since 2008 and is focused on investment selection and analysis.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Diversified Capital Management, LLC logo
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Diversified Capital Management, LLC

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120 Madison Street, Syracuse, NY 13202
  • Certified Financial Planner (CFP)

Business Description

Diversified Capital Management, LLC, provides financial products and planning services for clients in Syracuse. It offers customized financial programs and assists clients in constructing asset allocation strategies, retirement plans, family plans, estate plans, and emergency reserve plans. The firm also guides clients in disability and life insurance planning. Managing member and principal William T. Kriesel has been in the accounting industry since 1986. He served as past president of the Estate Planning Council of Central New York.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Diversified Wealth Strategies logo
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Diversified Wealth Strategies

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5760 Commons Park, East Syracuse, NY 13057
  • Certified Financial Planner (CFP)

Business Description

Diversified Wealth Strategies caters to clients in Syracuse needing financial advisory services. It offers wealth management services to help individuals in asset accumulation, estate planning, taxation, and risk management. It provides assistance to clients who want to plan and manage their retirement savings. One of the company's partners, Richard I. Kalina, has been working in the financial industry since 1984. Kalina was also recognized by the Commonwealth Financial Network as the Founder's Club advisor of 2017.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)
Excelsior Wealth Partners logo
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Excelsior Wealth Partners

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225 Wilkinson Street, Syracuse, NY 13204
  • Certified Financial Planner (CFP)

Business Description

Excelsior Wealth Partners is an investment advisory firm that serves individuals throughout Syracuse and the surrounding areas. The firm assists clients in developing retirement strategies and educates them about insurance planning, estate conservation, and investing. Additionally, the firm provides an array of tax services for individuals and small business owners alike. Matthew Dauksza, CEO of the firm, is a recipient of various awards, including Syracuse Business Journal's CNY Transformational Leader of the Year award in 2016.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (39)
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hill & Associates Financial Services, Inc. logo
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Hill & Associates Financial Services, Inc.

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5793 Widewaters Parkway, Syracuse, NY 13214
  • Estate Planning
  • Retirement Planning

Business Description

Hill & Associates Financial Services, Inc. serves individuals and families in Syracuse. This firm offers financial planning strategies that cover cash flow analysis, retirement, estate, social security, and buy and sell funding. Moreover, it assists clients in diversifying their portfolios by investing in different areas, such as stocks, mutual funds, bonds, exchange-traded funds, and fixed and variable annuities. It follows a protection-first approach in making investment plans and strategies. Its President, Milton A. Hill, started in the financial services industry in 1972.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
OMC Financial Services, Ltd. logo
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OMC Financial Services, Ltd.

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5789 Widewaters Parkway, DeWitt, NY 13214
  • Estate Planning
  • Retirement Planning

Business Description

OMC Financial Services, Ltd. is a firm of financial advisors and investment planners that caters to clients' wealth management needs in the Syracuse metro. The firm has over 39 years of financial planning experience. It provides services such as investment management, estate planning, retirement planning, IRA rollover, and business consultations. It was founded by Chartered Financial Consultant Cynthia Scott. She is a frequent financial guest on the noontime news program of WSTM-TV3. Scott was featured in the Syracuse Woman Magazine in 2014.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pinnacle Investments, LLC logo
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Pinnacle Investments, LLC

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5845 Widewaters Parkway, East Syracuse, NY 13057
  • Certified Financial Planner (CFP)

Business Description

Pinnacle Investments LLC is an independent firm that offers extensive wealth management, advisory, and investment services for clients in the Syracuse area. Affiliated with the Wells Fargo Company, First Clearing, the firm provides services such as financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans. With a combined experience of over five decades, founders Gregg Kidd and Dan Raite had worked together for 10 years as producers at a wirehouse before establishing their own financial management firm in 1996.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (5)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Vavonese Financial Services logo
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Vavonese Financial Services

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250 South Clinton Street, Syracuse, NY 13202
  • Business Formation

Business Description

Founded in 2009, Vavonese Financial Services assists residents of the Syracuse metro and nearby communities. The firm provides a wide range of financial planning services such as business planning, insurance protection planning, risk management, stock management, and 401(k) planning and development. It caters to individuals preparing for retirement or anyone wanting to grow and secure their finances. James Vavonese, president and CEO of the firm, is a Chartered Financial Consultant specializing in deferred and executive compensation and business planning.