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TOP 30 Insurance and wealth management in Syracuse, NY
10 results found
Search for local businesses, places and services near you
Meridian Wealth Management
Meridian Wealth Management is a full-service financial firm located at 5015 Campuswood Drive in East Syracuse, New York. Our team is dedicated to helping individuals and business owners pursue their financial goals by offering a wide range of financial products and services. We believe in providing sound investment advice to help you identify and reach your financial goals. Our Senior Partners, Mark A. Saya and William G Decker, have over 22 and 26 years of experience in the Wealth Management field, respectively, and are committed to delivering professional wealth management through sound advice. Additionally, our team includes experienced Financial Advisors like Lloyd and Larry who have helped hundreds of clients in pursuing their long-term financial goals. Whether it's asset management, financial planning, insurance, or retirement planning, our team is here to assist you every step of the way. We believe in building strong relationships with our clients and working towards a disciplined long-term approach to financial planning.
OneGroup
OneGroup is an insurance agency located at 706 North Clinton Street, Syracuse, New York, United States. We specialize in providing innovative risk management solutions to help businesses control and reduce risks, ultimately leading to business success. Our team of highly trained and experienced business risk specialists, along with over 200 experts and specialists from various industries, are dedicated to ensuring that your business is protected with the best insurance coverage tailored to your specific needs. In addition to business insurance, OneGroup also offers personal insurance options to protect individuals at every stage of life. Our personal insurance specialists conduct thorough reviews to ensure that everything you have worked hard for is fully protected.
Equitable
Equitable is a reputable insurance agency located at 100 Madison Street in Syracuse, New York. With a strong commitment to providing personalized insurance solutions for individuals and businesses, Equitable offers a wide range of insurance products and services to meet the diverse needs of its clients. Their team of experienced insurance professionals is dedicated to delivering exceptional customer service and helping clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, Equitable has the expertise and resources to help you find the right coverage at competitive rates. Visit Equitable today to learn more about their insurance offerings and how they can help you secure your financial future.
Jeannine Stanescu, Bankers Life Agent
Jeannine Stanescu, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. As a trusted agent with Bankers Life, Jeannine Stanescu provides personalized insurance solutions to help clients protect their financial future. With a focus on customer service and expertise in the insurance industry, Jeannine Stanescu is dedicated to helping individuals and families find the right insurance coverage for their needs. Contact Jeannine Stanescu, Bankers Life Agent today to discuss your insurance options and start planning for a secure tomorrow.
Olufela Blue, Bankers Life Agent
Olufela Blue, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York, United States. Our dedicated agents offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate the complexities of Medicare Advantage plans, providing personalized assistance to find the right coverage for each individual. With the rising costs of healthcare and the need for long-term care becoming more prevalent, our team is here to help you plan for the future and have important conversations with your loved ones. Contact Olufela Blue, Bankers Life Agent today to start planning your next steps towards financial security and peace of mind.
Michael Gates - Prudential Financial
Michael Gates - Prudential Financial is a reputable finance and insurance agency located at 5786 Widewaters Parkway in Syracuse, New York, United States. With a strong commitment to providing quality financial services and insurance products, our team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to assist you every step of the way. Contact us today to learn more about our personalized services and how we can help you secure your financial future.
Davies Law Firm PC
Davies Law Firm PC, located at 714 University Avenue in Syracuse, New York, is a trusted institution specializing in estate planning and legal services. Our team of knowledgeable and friendly staff members are dedicated to helping clients of all ages and backgrounds protect their assets and loved ones. From setting up Living Trust plans to managing affairs in the event of serious illness or death, we provide professional and thorough guidance throughout the entire process. During the COVID-19 pandemic, we prioritize the safety and health of our clients by conducting seminars in large rooms to allow for social distancing and requiring masks at all times. Our diverse clientele includes individuals with modest to large estates, single or married, with or without children, all seeking to secure their financial future and ensure a smooth transition of assets to their beneficiaries.
Principal Financial Group
Principal Financial Group is a finance and insurance agency located at 200 Salina Meadows Parkway in Syracuse, New York, United States. Our institution is dedicated to helping individuals protect what matters most through insurance. With us, you can easily download tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. We aim to help you protect your life and wages so that your loved ones can continue moving forward, regardless of what life throws at you.
Summit Planning Group Inc
Summit Planning Group Inc is a reputable finance institution located at 6674 Hammersmith Drive in East Syracuse, New York, United States. With a team of experienced financial experts, Summit Planning Group Inc offers a wide range of financial services including investment planning, retirement planning, insurance solutions, and wealth management. Clients can trust Summit Planning Group Inc to provide personalized financial strategies to help them achieve their financial goals and secure their future. Visit their office today to learn more about how they can help you plan for a successful financial future.
Mike Stanton, Jr. - Equitable Advisors
Mike Stanton, Jr. - Equitable Advisors is a finance institution located at 120 Madison Street in Syracuse, New York, United States. As a branch of Equitable Advisors, our team is dedicated to providing comprehensive financial planning and wealth management services to individuals and businesses in the Syracuse area. With a focus on personalized solutions and long-term financial success, our experienced advisors strive to help clients achieve their goals and secure their financial future. Whether you are planning for retirement, investing for the future, or seeking insurance solutions, Mike Stanton, Jr. - Equitable Advisors is here to help you navigate the complexities of the financial world.
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