Find the right advisors to meet your financial planning needs in Syracuse, New York

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Syracuse, New York that can fulfill your requirements.

List of Qualified
Financial Planners in Syracuse, New York


Matt Dauksza

Excelsior Wealth Partners

225 Wilkinson St

Syracuse, NY 13204

315 5273590

Connect with Matt

Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214

315 4468720

Connect with Gregory

Decisional Wealth Advisors, LLC

Decisional Wealth Advisors, LLC

7000 E. Genesee Street
Building C, Unit 7

Fayetteville, NY 13066

315 8770554

Connect with Decisional

Allworth Financial

Allworth Financial

20 Wildbriar Road Suite E

Rochester, NY 14623

888 2426766

Connect with Allworth

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