Financial plan development in Salina, New York
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Merrill Lynch Financial Advisor David Towers
Merrill Lynch Financial Advisor David Towers is located at 205 South Salina Street in Syracuse, New York, United States. As a finance institution, we provide personalized financial advice and guidance to help you develop a customized financial strategy based on your risk tolerance, time horizon, and liquidity needs. Our team of experienced professionals at Merrill Lynch Wealth Management is dedicated to building strong client relationships built on trust and personalized service. At our institution, we focus on what matters most to you - your family, goals, and priorities. We start every relationship with a conversation to identify and prioritize your financial goals, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial approach to help you pursue your goals.
Merrill Lynch Financial Advisor Lisa Germain
Merrill Lynch Financial Advisor Lisa Germain, located at 205 South Salina Street in Syracuse, New York, is a seasoned and savvy financial advisor with over twenty-five years of experience in the finance industry. Lisa was hired by Merrill in 1991 for her strong character and determination, traits she continues to apply on behalf of her clients today. She is highly credentialed, holding the Chartered Retirement Planning CounselorSM (CRPC®) designation and has completed advanced industry training at Cornell University. Lisa's personalized approach to financial planning helps clients pursue their objectives by managing custom investment strategies tailored to their specific needs. She is actively involved in the Syracuse community, serving on the leadership committee of the Merrill Lynch Women’s Exchange and participating in local philanthropic activities. Lisa and her team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. With the global resources of Merrill behind them, they strive to help clients achieve their financial goals and navigate the complexities of the financial world.
The PRS Group, Inc.
The PRS Group, Inc. Welcome to The PRS Group, Inc., a leading name in finance and geopolitical risk analysis, located at 290 Elwood Davis Road, Salina, New York. For over 45 years, we have been the trusted partner for the world’s top investment houses, multilateral organizations, central banks, transnational firms, and universities.
Sentry Life Insurance Co of New York
Welcome to Sentry Life Insurance Co of New York, located at 220 Salina Meadows Parkway, Syracuse, New York. As a trusted insurance agency with over 120 years of experience, we've built our reputation on listening to our business customers and providing tailored insurance solutions that go beyond standard coverage. We understand that insurance is not a one-size-fits-all solution, which is why we take the time to get to know you and your business to offer innovative solutions that make sense for you. At Sentry, we are committed to helping you find the right coverage, manage claims effectively, and develop a proactive safety culture to minimize risks. Our dedication to safety and reliability is demonstrated through our long-term partnerships with businesses like Greenbrier Lawn and Tree Expert Co., Huff and Puff Trucking, and Green Bay Packaging. We pride ourselves on our ability to help businesses recover quickly from unexpected events, such as fires or natural disasters, ensuring minimal disruption and a swift return to operations.
Greater Syracuse Land Bank
Welcome to the Greater Syracuse Land Bank, your partner in transforming vacant and underutilized properties into vibrant community assets. Located at 1941 South Salina Street, Syracuse, New York, the Land Bank is dedicated to fostering neighborhood revitalization, sustainability, and community engagement. Our rapidly growing inventory of properties is primarily acquired through the City of Syracuse’s delinquent-tax foreclosure process. However, we also obtain properties from bank foreclosures, donations, and purchases. We invite you to frequently visit our Properties page to explore available properties for sale and report any maintenance concerns. This page also provides details on how you can donate property to the Land Bank.
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