Laurels

Best Financial Advisors in Syracuse
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Syracuse Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 43 30 12

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Lisa D. Miller

  • Estate Planning
  • Retirement Planning

Lisa D. Miller is a wealth management consultant in Syracuse who holds a Certified Financial Planner and Chartered Financial Consultant designations. She utilizes her 20 years of experience in accounting and business management to offer financial planning services to individuals, families, and business owners. The professional guides clients in planning for their estates, business succession, and education. She is also a Wharton Retirement Planning Specialist. Miller has been working with Equitable Advisors for more than 12 years.

120 Madison Street
Syracuse, NY 13202

Website

Vavonese Financial Services

  • Business Formation

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.

250 South Clinton Street
Syracuse, NY 13202

Website

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