Best Financial Advisors in East Syracuse, NY

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List of Firms

East Syracuse, NY Fiduciary Financial Advisors

J W Burns & Company Investment Counsel
SEC File# 801-13068
CRD# 107835
Location 5789 Widewaters Pkwy, Syracuse, NY 13214, USA
Phone (315) 449-1341
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
EDUCACIÓN CREDITICIA. FINANCIALSERVICESLEP.
5 out of 5
Location 402 Kinne St apt B Ap B, East Syracuse, NY 13057, USA
Phone (908) 485-0041
Pinnacle Confidential Planning
Location 5845 Widewaters Pkwy Suite 300, East Syracuse, NY 13057, USA
Phone (315) 234-1016
Pinnacle Capital Management
4 out of 5
Location 5845 Widewaters Pkwy Suite 300, East Syracuse, NY 13057, USA
Phone (315) 234-9716
Hill & Associates Financial Services, Inc.
5 out of 5
Location 5793 Widewaters Pkwy, Syracuse, NY 13214, USA
Phone (315) 234-5500 ext. 302
Philip Dean - RBC Wealth Management Financial Advisor
Location 5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214, USA
Phone (315) 423-1402
Edward Jones - Financial Advisor: Matthew Clark
5 out of 5
Location 5781 Bridge St Suite 35, Dewitt, NY 13057, USA
Phone (315) 449-2282
Summit Planning Group Inc
SEC File# 801-122168
CRD# 125994
Location 6674 Hammersmith Dr, East Syracuse, NY 13057, USA
Phone (315) 425-0344
Time Monday: 9:00 AM – 5:00 AM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Jon L Myers and Associates - Ameriprise Financial Services, LLC
Location 5700 Commons Park, East Syracuse, NY 13057, USA
Phone (315) 251-0512
HighPoint Advisors
5 out of 5
Location 5900 N Burdick St Ste 100, East Syracuse, NY 13057, USA
Phone (315) 627-0474
OMC Financial Services
SEC File# 801-29406
CRD# 110528
5 out of 5
Location 5789 Widewaters Pkwy # 10, Syracuse, NY 13214, USA
Phone (315) 446-8720
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Jessica Maureen Champion - Ameriprise Financial Services, LLC
Location 5750 Commons Park, East Syracuse, NY 13057, USA
Phone (315) 701-2983
Investment Concepts
Location 6320 Fly Rd # 212, East Syracuse, NY 13057, USA
Phone (315) 498-5000
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 5015 Campuswood Dr Suite 201, East Syracuse, NY 13057, USA
Phone (833) 752-6333
Allison Haslam: Primerica - Financial Services
Location 6511 Basile Rowe STE C102, East Syracuse, NY 13057, USA
Phone (315) 708-3868
Choice Point Advisors, LLC.
Location 6320 Fly Rd #102, East Syracuse, NY 13057, USA
Phone (315) 299-8434
Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5700 Commons Park, East Syracuse, NY 13057, USA
Phone (315) 759-5084
Pinnacle Investments, LLC
SEC File# 801-67860
CRD# 142910
5 out of 5
Location 5845 Widewaters Pkwy Suite 300, East Syracuse, NY 13057, USA
Phone (315) 251-1101
Traditions Wealth Partners Inc.
Location 6739 Myers Rd, East Syracuse, NY 13057, USA
Phone (315) 422-2100
Hazard & Siegel
SEC File# 801-70690
CRD# 151462
Location 5793 Widewaters Pkwy Suite 200, Syracuse, NY 13214, USA
Phone (315) 414-0722
Blue Ridge Financial Services
Location 5790 Widewaters Pkwy, Syracuse, NY 13214, USA
Phone (315) 751-7432
Edward Jones - Financial Advisor: David P Jones, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6296 Fly Rd Suite 2, East Syracuse, NY 13057, USA
Phone (315) 432-0603
Ameriprise Financial
Location 5750 Commons Park, East Syracuse, NY 13057, USA
Phone (800) 297-4575
Mark Colvin - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5750 Commons Park, East Syracuse, NY 13057, USA
Phone (315) 701-2983
Franco Marc
Location 5750 Commons Park #3, East Syracuse, NY 13057, USA
Phone (315) 741-4171
Kasia Anthis, MBA, CRPC® - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 5700 Commons Park, East Syracuse, NY 13057, USA
Phone (315) 449-0691
BPC Advisors
SEC File# 801-116828
CRD# 284429
5 out of 5
Location 6390 Fly Rd, East Syracuse, NY 13057, USA
Phone (315) 430-7700
Marathon Financial Advisors
SEC File# 801-42709
CRD# 10641
5 out of 5
Location 6319 Fly Rd #1, East Syracuse, NY 13057, USA
Phone (315) 446-5797
Ameriprise Financial
Location 5786 Widewaters Pkwy, Syracuse, NY 13214, USA
Phone (315) 449-1563
Employee Benefit Systems Inc
Location 6511 Basile Rowe Ste C, East Syracuse, NY 13057, USA
Phone (315) 432-5522
Edward Jones - Financial Advisor: Jason Eaton
SEC File# 801-3297
CRD# 250
Location 6296 Fly Rd #2, East Syracuse, NY 13057, USA
Phone (315) 432-0603
Richard James Doyle: Primerica - Financial Services
Location 6511 Basile Rowe Ste C, East Syracuse, NY 13057, USA
Phone (315) 295-0642
Edward Jones - Financial Advisor: Tom Militello
SEC File# 801-3297
CRD# 250
Location 6296 Fly Rd #2, East Syracuse, NY 13057, USA
Phone (315) 432-0603
Park Avenue Securities
SEC File# 801-58108
CRD# 46173
Location 15 Technology Pl, East Syracuse, NY 13057, USA
Phone (315) 234-5500
Matthew Crossman - Financial Advisor, Ameriprise Financial Services, LLC
Location 5700 Commons Park, East Syracuse, NY 13057, USA
Phone (315) 449-0691
Cawley & Associates - Ameriprise Financial Services, LLC
Location 3504 James St, Syracuse, NY 13206, USA
Phone (315) 449-2411
Financial Advisors in East Syracuse, NY

Where Certified Financial Advisors in East Syracuse, NY Serve

East Syracuse, NY is a suburb of Syracuse, located in Onondaga County. The population was estimated at 8,424 in 2016. The village was settled in the early 1800s and incorporated in 1894. Major landmarks include the East Syracuse Community Center and Park, which features two ball fields, a playground, and a pool; and the East Syracuse Fire Department, which is housed in a historic building that was once the town's opera house. Top employers in East Syracuse include Lockheed Martin (a major employer in the Syracuse area), Crouse Hospital, and Mavis Discount Tire. Major highways and streets include Route 298 (the Oswego State Route), Route 690 (the Dewitt Clinton Expressway), and Erie Boulevard. Neighborhoods include Fairmount, Solvay Gardens, and Minoa Gardens.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community. In East Syracuse, NY, there are a few different banks that offer a variety of services to the residents. Some banks focus on personal banking, while others specialize in business or commercial banking. No matter what your needs are, there is likely a bank in East Syracuse that can help you meet them.

Insurance Broker

East Syracuse, NY residents can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best coverage for their needs. In addition, insurance brokers can assist residents with filing claims and helping them to understand their policies.

Retirement Planning

East Syracuse, NY residents face many financial challenges as they plan for retirement. Financial advisors can help by providing guidance and strategies to reduce expenses and save for the future. Advisors can also help East Syracuse residents make the most of their retirement savings, including IRA and 401k accounts.

Wealth Management

East Syracuse, NY residents can benefit from wealth management services in order to make the most of their money. A professional wealth manager can help residents save for retirement, invest money wisely, and plan for major life events. Residents who are looking for a more secure financial future should consider working with a wealth manager.

Estate Planning Lawyer

Estate planning lawyers can help East Syracuse, NY residents create a will that dictates how their estate will be handled after they die. This document can also designate who will take care of minor children and pets in the event that both parents die simultaneously. In addition, an estate planning lawyer can help residents set up trusts to protect their assets from being seized by creditors or litigators.

Mortgage Loan Officer

Mortgage loan officers can help East Syracuse, NY residents by providing them with the best possible mortgage rates and terms. They can also help people to understand the mortgage process, and to find the right mortgage for their needs. Mortgage loan officers are experts in mortgages, and they can help people to get the best deal on a home loan.

Tax Services

Residents of East Syracuse, NY can benefit from the services of a tax accountant. A good tax accountant can help residents save money on their taxes and file their returns correctly. Some accountants also offer other services, such as bookkeeping and accounting. Residents of East Syracuse should carefully research the different tax accountants in their area to find one that best meets their needs.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in East Syracuse, NY