Laurels

Best Financial Advisors in Syracuse
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Syracuse, NY

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Arabella Wealth Advisors

Arabella Wealth Advisors

  • Retirement Planning

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.

120 East Washington Street
Syracuse, NY 13202

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Blue Water Capital Management, LLC

Blue Water Capital Management, LLC

  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

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.

507 Plum Street
Syracuse, NY 13204

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

CenterBridge Planning Group

CenterBridge Planning Group

  • Certified Financial Planner (CFP)

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.

443 North Franklin Street
Syracuse, NY 13204

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Diversified Capital Management, LLC

Diversified Capital Management, LLC

  • Certified Financial Planner (CFP)

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.

120 Madison Street
Syracuse, NY 13202

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Diversified Wealth Strategies

Diversified Wealth Strategies

  • Certified Financial Planner (CFP)

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.

5760 Commons Park
East Syracuse, NY 13057

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Excelsior Wealth Partners

Excelsior Wealth Partners

  • Certified Financial Planner (CFP)

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.

225 Wilkinson Street
Syracuse, NY 13204

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

38 (Best)

Score Consistency:

Consistent (Best)

Hill & Associates Financial Services, Inc.

Hill & Associates Financial Services, Inc.

  • Estate Planning
  • Retirement Planning

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.

5793 Widewaters Parkway
Syracuse, NY 13214

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Lisa D. Miller

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

Website
OMC Financial Services, Ltd.

OMC Financial Services, Ltd.

  • Estate Planning
  • Retirement Planning

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.

5789 Widewaters Parkway
DeWitt, NY 13214

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Pinnacle Investments, LLC

Pinnacle Investments, LLC

  • Certified Financial Planner (CFP)

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.

5845 Widewaters Parkway
East Syracuse, NY 13057

WebsiteInstagram

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Rockbridge Investment Management

Rockbridge Investment Management

  • Certified Financial Planner (CFP)

Rockbridge Investment Management is a group of financial planners and investment managers that caters to the needs of individuals and firms in Syracuse. The firm started operations in 1991 and was founded by certified financial planners Craig Buckhout and Bob Ryan. Some of the firm's services include pension analysis, retirement planning, business succession planning, insurance planning, and investment management. The firm is also composed of CPAs and fund managers with more than 30 years of combined experience.

220 South Warren Street
Syracuse, NY 13202

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Vavonese Financial Services

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

Website

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