Find a Financial Planner in Syracuse, NY

 

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We Only Work With The Best Syracuse Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Syracuse, NY


  • Financial Advisor Close to Syracuse, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Syracuse Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Syracuse area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Syracuse, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
15.7% of Syracuse's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Syracuse area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Syracuse area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Syracuse area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Syracuse area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Syracuse area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Syracuse area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Syracuse, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Syracuse, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Syracuse financial advisors.
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How Retirement-Friendly is Syracuse, NY?

  • Population: 142,874
  • % of Population 62 Years and Over: 15.7%
  • Average Home Value: $98,600
  • Average Monthly Housing Cost: $821
  • Average Household Income: $55,573
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)


The Top Financial Advisor Firms in Syracuse, NY


LIPE & DALTON INVESTMENT COUNSEL

Website

(315) 428-8585

103 E. Water Street
Suite 305
Syracuse, NY 13202

SEC#: 801-66472
Years in Business: 15 years

PINNACLE CAPITAL MANAGEMENT, LLC

Website

(315) 234-9716

507 Plum St.
Suite 120
Syracuse, NY 13204

SEC#: 801-67143
Years in Business: 14 years

ARMORY CAPITAL MANAGEMENT, LLC

Website

(315) 701-6452

110 West Fayette Street
Suite 900
Syracuse, NY 13202

SEC#: 801-70206
Years in Business: 11 years

DISCIPLINED CAPITAL MANAGEMENT

Website

(315) 476-8200

220 South Warren Street
10th Floor
Syracuse, NY 13202

SEC#: 801-107062
Years in Business: 5 years

PINNACLE ADVISORS LLC

Website

(315) 251-1101

507 Plum St.
Suite 120
Syracuse, NY 13204

SEC#: 801-53493
Years in Business: 24 years

FMF&E WEALTH MANAGEMENT, LLC

Website

(315) 472-7045

125 East Jefferson Street
Suite 920
Syracuse, NY 13202

SEC#: 801-66983
Years in Business: 14 years

CONFIDENTIAL PLANNING I, LLC

Website

(315) 251-1101

507 Plum St, Ste 120

Syracuse, NY 13204

SEC#: 801-69184
Years in Business: 12 years

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

Website

(315) 671-0588

220 South Warren Street
9th Floor
Syracuse, NY 13202

SEC#: 801-60639
Years in Business: 19 years

CADARET GRANT & CO INC

Website

(315) 471-2191

100 Madison Street
Suite 1300
Syracuse, NY 13202

SEC#: 801-42709
Years in Business: 28 years

PINNACLE INVESTMENTS, LLC

Website

(315) 251-1101

507 Plum St, Ste 120

Syracuse, NY 13204

SEC#: 801-67860
Years in Business: 13 years