Find a Financial Advisor in Syracuse, NY

 

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We did the hard work of finding trustworthy partners 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 15 years

ARMORY CAPITAL MANAGEMENT, LLC

Website

(315) 701-6452

110 West Fayette Street
Suite 900
Syracuse, NY 13202

SEC#: 801-70206
Years in Business: 12 years

DISCIPLINED CAPITAL MANAGEMENT

Website

(315) 476-8200

220 South Warren Street
10th Floor
Syracuse, NY 13202

SEC#: 801-107062
Years in Business: 6 years

PINNACLE ADVISORS LLC

Website

(315) 251-1101

507 Plum St.
Suite 120
Syracuse, NY 13204

SEC#: 801-53493
Years in Business: 25 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: 15 years

CONFIDENTIAL PLANNING I, LLC

Website

(315) 251-1101

507 Plum St, Ste 120

Syracuse, NY 13204

SEC#: 801-69184
Years in Business: 13 years

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

Website

(315) 671-0588

220 South Warren Street
9th Floor
Syracuse, NY 13202

SEC#: 801-60639
Years in Business: 20 years

CADARET GRANT & CO INC

Website

(315) 471-2191

100 Madison Street
Suite 1300
Syracuse, NY 13202

SEC#: 801-42709
Years in Business: 29 years

 


Syracuse, NY Financial Advisor FAQs

This depends on where the advisor is located, what they specialize in, and how much you are looking to invest.
Financial advisors provide clients with information and counsel related to personal finance. They often advise clients on such matters as education, taxation, investing and retirement.
First, find out everything that the advisor offers. Financial advisors usually offer 401k or retirement plans, fertility preservation plans, and consultations on wills/estate planning. Once you've compiled an exhaustive list of what kind of services they provide to their clients then formulate specific questions that are relevant to your needs. These could be questions about estate planning, fertility preservation techniques, the advisor's knowledge about your personal economic situation (outside sources used in addition to his expertise), what type of portfolio he typically invests in for portfolios over $100K+, etc.
Start by deciding what sorts of services your financial advisor should provide for you. It can be anything from giving retirement advice to portfolio management, so figure out what your needs are first and foremost before hiring someone. Then, find someone who is qualified in those areas and happy to work with your budget.