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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
