Wealth Management in Syracuse, NY

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List of Firms

Syracuse, NY Wealth Management Firms

Merrill Lynch Wealth Management Advisor Gregory F Perry
Location 205 S Salina St Suite 300, Syracuse, NY 13202, USA
Phone (315) 424-1692
Language https://fa.ml.com/new-york/syracuse/capraro-perry-team
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Dakota Wealth Management
Location 432 N Franklin St Suite 80, Syracuse, NY 13204, USA
Phone (315) 464-0900
Language https://www.dakotawm.com/
Directions
Philip Dean - RBC Wealth Management Financial Advisor
Location 5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214, USA
Phone (315) 423-1402
Language https://us.rbcwealthmanagement.com/philip.dean?utm_source=GMB&utm_medium=Yext
Directions
Jeffrey Watson - TIAA Wealth Management Advisor
Location 250 S Clinton St #310, Syracuse, NY 13202, USA
Phone (866) 698-4221
Directions
R-n-R - UBS Financial Services Inc.
Location The Galleries, 440 S Warren St 6th Floor, Syracuse, NY 13202, USA
Phone (315) 473-7139
Language https://advisors.ubs.com/nancycollins/?utm_source=Yext&utm_medium=GMB&utm_campaign=172326&y_source=1_MTg4ODg0NDgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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J W Burns & Company Investment Counsel
Location 5789 Widewaters Pkwy, Syracuse, NY 13214, USA
Phone (315) 449-1341
Language http://jwburns.com/
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The Pluff Hooley Group - Morgan Stanley
Location 250 S Clinton St Ste 500, Syracuse, NY 13202, USA
Phone (315) 464-3300
Language https://advisor.morganstanley.com/the-pluff-hooley-group?y_source=1_MTA4MjUxNjAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Merrill Lynch Wealth Management Advisor Lisa Germain
Location 205 S Salina St Suite 300, Syracuse, NY 13202, USA
Phone (315) 424-1648
Language https://fa.ml.com/new-york/syracuse/lisa_germain
Directions
Prestige Wealth Management Group, LLC
Location 1031 Genesee St, Syracuse, NY 13204, USA
Phone (315) 415-0097
Language http://www.prestigewealthmanagementgroup.com/contact/
Directions
Merrill Lynch Wealth Management Advisor Gary J. Allen
Location 205 S Salina St Suite 300, Syracuse, NY 13202, USA
Phone (315) 424-1679
Language https://fa.ml.com/new-york/syracuse/gary_allen
Directions
Diversified Capital Management LLC
Location 1700 AXA Tower II, 120 Madison St, Syracuse, NY 13202, USA
Phone (315) 472-6221
Language http://www.diversifiedcapitalmanagement.com/
Directions
The Austin & Alesandro Group - UBS Financial Services Inc.
Location The Galleries, 440 S Warren St 6th Floor, Syracuse, NY 13202, USA
Phone (315) 473-7137
Language https://advisors.ubs.com/theaustinalesandrogroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=172351&y_source=1_MTg4ODg0NjQtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Michael Carroll - RBC Wealth Management Financial Advisor
Location 5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214, USA
Phone (315) 423-1407
Language https://us.rbcwealthmanagement.com/michael.carroll?utm_source=GMB&utm_medium=Yext
Directions
Blue Water Capital Management, LLC
5 out of 5
Location 507 Plum St Suite 102, Syracuse, NY 13204, USA
Phone (315) 438-8690
Language http://www.bluewatercm.com/
Directions
Excelsior Wealth Partners | Investment Advisors, Financial Planners
5 out of 5
Location 225 Wilkinson St #107, Syracuse, NY 13204, USA
Phone (315) 303-1668
Language http://www.excelsiorwp.com/
Directions
Merrill Lynch Wealth Management Advisor Peter J Simmonds
Location 205 S Salina St Suite 300, Syracuse, NY 13202, USA
Phone (315) 424-0480
Language https://fa.ml.com/new-york/syracuse/peter-j-simmonds
Directions
Julie Garcia - RBC Wealth Management Financial Advisor
Location 5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214, USA
Phone (315) 423-1409
Language https://us.rbcwealthmanagement.com/thearkinsongroup?utm_source=GMB&utm_medium=Yext
Directions
Disciplined Capital Management
Location 220 S Warren St 10th Floor, Syracuse, NY 13202, USA
Phone (315) 476-8200
Directions
Rock Ridge Wealth LLC
Location State Tower Building, 109 S Warren St Box 8, Syracuse, NY 13202, USA
Phone (315) 681-8478
Language http://www.rockridgewealthllc.com/
Directions
FMF&E Wealth Management, LLC
Location 125 E Jefferson St Suite 920, Syracuse, NY 13202, USA
Phone (315) 472-7045
Language https://www.fmfewealthmgt.com/
Directions
Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners
5 out of 5
Location 220 S Warren St, Syracuse, NY 13202, USA
Phone (315) 671-0588
Language http://www.rockbridgeinvest.com/
Directions
Merrill Lynch Wealth Management Advisor James E Szczesniak
Location 205 S Salina St Suite 300, Syracuse, NY 13202, USA
Phone (315) 424-0464
Language https://fa.ml.com/new-york/syracuse/james.szczesniak
Directions
JBS Asset Management
Location 100 Madison St Suite 1230, Syracuse, NY 13202, USA
Phone (315) 245-2801
Language http://jbsam.com/
Directions
Madison Financial Planning Group
Location 525 Plum St Suite 101, Syracuse, NY 13204, USA
Phone (315) 870-3703
Language http://www.madisonfpg.com/
Directions
Wealth Management in Syracuse, NY

Where Wealth Management Advisors in Syracuse, NY Serve

Syracuse, NY is a vibrant city located in the heart of New York State, boasting a rich history and a diverse population. The city is home to several iconic landmarks, including the Carrier Dome, a massive stadium that hosts a variety of sporting events and concerts, and the Erie Canal Museum, which showcases the history of the famous waterway that once ran through the city. In terms of top employers, Syracuse is home to a number of major companies, including Lockheed Martin, Syracuse University, and the Upstate Medical University. These organizations provide a wide range of job opportunities for residents of the city and surrounding areas. When it comes to transportation, Syracuse is well-connected to the rest of the state and beyond, with several major highways and streets running through the city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Syracuse, NY can benefit from a bank in various ways. For instance, having access to a bank can help individuals manage their finances effectively. Syracuse is a bustling city with a diverse population, and the bank can provide services to cater to the needs of the community. The bank can offer loans to individuals looking to start a business or buy a home in Syracuse, which could help boost the local economy. Additionally, banks can provide financial education to the residents, which is crucial in a city with a poverty rate of 31.7%. With the right financial knowledge, individuals can make informed decisions about their finances and work towards financial stability. Overall, having a bank in Syracuse can offer numerous benefits to its residents, from managing finances to boosting the local economy.

Insurance Broker

Residents of Syracuse, NY can benefit greatly from the services provided by an insurance broker. Specifically, an insurance broker can help Syracuse residents navigate the complex insurance market and find the best coverage for their needs. With Syracuse being a city that experiences harsh winters and frequent snowstorms, it is important for residents to have comprehensive coverage for their homes and vehicles. An insurance broker can assist in finding policies that cover damage caused by snow and ice, as well as policies that provide protection against flooding. Additionally, Syracuse is home to a large number of small businesses, and an insurance broker can help these businesses find the right coverage to protect their assets and employees. With the help of an insurance broker, Syracuse residents can have peace of mind knowing that they are fully protected against any potential risks.

Retirement Planning

Residents of Syracuse, NY can benefit from the services of a retirement planner in numerous ways. Firstly, Syracuse has a relatively high cost of living compared to other cities in New York state, and a retirement planner can help residents navigate this financial challenge. Secondly, Syracuse has a large population of older adults, many of whom may not have adequate retirement savings or pension plans. A retirement planner can assist these individuals in creating a personalized retirement plan that takes into account their unique financial situation, goals, and needs. Additionally, Syracuse is home to several large employers, such as Syracuse University and Upstate Medical University, and a retirement planner can help employees of these organizations make informed decisions regarding their retirement benefits. Overall, a retirement planner can provide invaluable guidance and support to Syracuse residents as they plan for a secure and comfortable retirement.

Financial Advisor

Residents of Syracuse, NY can benefit from the expertise of a financial advisor in various ways. One of the most common ways is by helping them navigate the complex tax laws in New York State. With a top marginal tax rate of 8.82%, it is crucial for Syracuse residents to have a solid understanding of tax planning strategies that can minimize their tax liabilities. Additionally, a financial advisor can assist them in creating a personalized investment plan that takes into account their unique financial goals and risk tolerance. Syracuse is also home to a diverse range of industries, including healthcare, education, and manufacturing. A financial advisor can help residents in these industries navigate the unique financial challenges they may face, such as student loan debt for those in education or managing cash flow for small business owners in manufacturing. Overall, a financial advisor can provide valuable guidance and support to Syracuse residents as they work towards achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Syracuse, NY can benefit from a mortgage loan officer in several ways. Firstly, the loan officer can help residents navigate the complex and ever-changing mortgage market to find the best mortgage rates and terms that suit their specific needs. Secondly, the loan officer can provide guidance and advice on the various types of mortgages available, such as fixed-rate mortgages, adjustable-rate mortgages, and government-backed mortgages. Additionally, the loan officer can assist residents with the pre-approval process, which can help them determine their budget and narrow down their home search. Furthermore, Syracuse, NY has a diverse housing market, with a mix of historic homes and new developments. A mortgage loan officer can help residents understand the unique challenges and opportunities presented by the Syracuse housing market, such as the need for flood insurance in certain areas or the availability of first-time homebuyer programs. Overall, a mortgage loan officer can provide invaluable support and expertise to residents of Syracuse, NY looking to purchase or refinance a home.

Tax Services

Residents of Syracuse, NY could benefit from the aid of a tax advisor in a multitude of ways. One specific example is the potential for tax breaks related to energy-efficient upgrades to homes. With Syracuse's long, cold winters, energy bills can become quite costly. A tax advisor could help residents navigate the various tax credits and deductions available for making energy-efficient upgrades to their homes, such as installing solar panels or upgrading to Energy Star-rated appliances. Additionally, a tax advisor could assist residents in properly reporting any income from rental properties, which is a common source of income in the Syracuse area due to the city's numerous colleges and universities. With the complexity of tax laws and regulations, a tax advisor can provide invaluable guidance to ensure residents are maximizing their tax benefits and avoiding any potential penalties or audits.

Estate Planning Lawyer

Residents of Syracuse, NY can benefit from the services of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can assist in creating a comprehensive estate plan, which includes drafting a will, establishing trusts, and designating beneficiaries. This is particularly important in Syracuse, NY, where the cost of living is relatively high, and a well-crafted estate plan can help protect one's assets and ensure their distribution according to their wishes. Secondly, an estate planning lawyer can help with Medicaid planning, which is crucial for residents who require long-term care. This involves ensuring that one's assets are protected while still qualifying for Medicaid benefits. Lastly, an estate planning lawyer can help with probate and estate administration, which can be complex and time-consuming. This is especially important in Syracuse, NY, where the probate process can be lengthy and involve various legal requirements.

Syracuse, NY Financial Resources

Syracuse, NY Chamber of Commerce

https://www.plankroadchamber.com/

Syracuse, NY City Hall

https://www.syr.gov/Home

Syracuse, NY Public Library

https://www.onlib.org/

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Syracuse, NY can provide a range of customized wealth management services to help clients achieve their financial goals. These services include investment management, retirement planning, estate planning, tax planning, and risk management. With a deep understanding of the local economy and market trends, a Syracuse-based wealth manager can provide valuable insights and recommendations for clients looking to grow and protect their wealth. For instance, Syracuse is home to numerous universities and colleges, including Syracuse University, which has a significant impact on the local economy. A wealth manager with expertise in education investments can help clients take advantage of this unique opportunity and build a diversified portfolio that includes education-related investments. With burstiness and complexity, a wealth manager in Syracuse, NY can provide tailored solutions that address the specific needs and challenges of each client, helping them achieve long-term financial success.

Syracuse, NY is a city that is teeming with opportunities for individuals looking for a wealth manager. The city has a thriving business community and a wealth of resources that make it an ideal location for financial advisors. One of the most specific reasons why Syracuse is the best place to get a wealth manager is its proximity to some of the best universities in the country. Syracuse University, for example, is renowned for its business school and produces some of the most talented financial professionals in the industry. Additionally, the city's diverse population and booming economy make it a hub for financial innovation and investment. With a wealth manager in Syracuse, individuals can rest assured that their finances are in good hands and that they will receive the best advice and guidance possible. Overall, Syracuse is a city that is ripe with opportunities for those looking to secure their financial future, and a wealth manager is an essential component of that process.