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Best Financial Advisors in Syracuse

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Arabella Wealth Advisors logo

Arabella Wealth Advisors

120 East Washington Street, Syracuse, NY 13202
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  • 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.

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Blue Water Capital Management, LLC logo

Blue Water Capital Management, LLC

507 Plum Street, Syracuse, NY 13204
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  • 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.

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CenterBridge Planning Group logo

CenterBridge Planning Group

443 North Franklin Street, Syracuse, NY 13204
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  • 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.

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Diversified Capital Management, LLC logo

Diversified Capital Management, LLC

120 Madison Street, Syracuse, NY 13202
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  • 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.

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Diversified Wealth Strategies logo

Diversified Wealth Strategies

5760 Commons Park, East Syracuse, NY 13057
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  • 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.

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Excelsior Wealth Partners logo

Excelsior Wealth Partners

225 Wilkinson Street, Syracuse, NY 13204
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  • 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.

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Hill & Associates Financial Services, Inc. logo

Hill & Associates Financial Services, Inc.

5793 Widewaters Parkway, Syracuse, NY 13214
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  • 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.

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Lisa D. Miller logo

Lisa D. Miller

120 Madison Street, Syracuse, NY 13202
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  • 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.

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OMC Financial Services, Ltd. logo

OMC Financial Services, Ltd.

5789 Widewaters Parkway, DeWitt, NY 13214
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  • 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.

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Pinnacle Investments, LLC logo

Pinnacle Investments, LLC

5845 Widewaters Parkway, East Syracuse, NY 13057
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  • 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.

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Rockbridge Investment Management logo

Rockbridge Investment Management

220 South Warren Street, Syracuse, NY 13202
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  • 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.

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Vavonese Financial Services logo

Vavonese Financial Services

250 South Clinton Street, Syracuse, NY 13202
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  • 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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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