Syracuse Wealth Management

8135 Soule Road, Liverpool, NY 13090

● Closed

5 10

Location & Phone number

Hours open

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About Us

Reviews

About the Business

Syracuse Wealth Management is a reputable financial institution located at 8135 Soule Road in New York, United States. Specializing in investments, retirement planning, estate planning, tax preparation, tax planning, and college planning, we have been providing principled financial solutions for over three decades. Our team of experienced financial consultants and accountants, led by partners Gary Lucas, Brenda Monk, and Ronald Pratt, collectively offer over 75 years of tax planning and investment expertise. We are dedicated to helping our clients achieve their financial goals and offer securities and advisory services through LPL Financial, a registered investment advisor. Please note that Syracuse Wealth Management and LPL Financial are separate entities, and our services are only available to residents of states where we are properly registered or licensed. Contact us today for all your financial needs.

Photos

Location & Phone number

Directions

8135 Soule Rd, Liverpool, NY 13090, United States

315-925-5500

syracusewealthmanagement.com

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Hours open

Monday:

8:30 AM - 6:00 PM

Tuesday:

8:30 AM - 6:00 PM

Wednesday:

8:30 AM - 6:00 PM

Thursday:

8:30 AM - 6:00 PM

Friday:

8:30 AM - 5:00 PM

Saturday:

9:00 AM - 3:00 PM

Sunday:

Closed

Reviews

Larry Alampi:

"Ron Pratt has been my CPA for years. There is never a question that he can't answer. Adding the attentiveness and the professionalism of the Syracuse Wealth Management team, is only a plus. Great people to work with."

almost 2 years ago

Gary Piquet:

"I just love the people there.... I always feel at home and very comfortable, They will do anything to help with your needs. I have to Say because I'm a builder..... I really love the Building. but most of all I wish them a lot of success as they have done for me."

almost 2 years ago

John Mercurio:

"Hardest working group of people I know with a beautiful new building!! Gary, Ron and the ladies are amazing. Ron is best tax accountant around!!"

almost 2 years ago

Chelsea M:

"I can't recommend them enough! Everything you need for financial success under one roof. Ron is honestly the best CPA you can ever come across. Gary will help walk you through the ins and outs of investing and financial planning so you can understand it without any confusion. Everyone here makes you feel welcomed like you are one of their own!"

almost 2 years ago

Aaron DeForge:

"Gary really knows what he’s talking about. He listens to my concerns and is always available to lend an ear. Thanks Gary for keeping my finances in order!"

almost 2 years ago