Investment advisor near me in East Syracuse, New York

Legacy Wealth Advisors of NY is a leading finance institution located at 6456 Collamer Road in East Syracuse, New York. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their legacy for future generations. We offer a wide range of services including investment management, retirement planning, estate planning, and more. Trust Legacy Wealth Advisors of NY to provide personalized and comprehensive financial solutions tailored to your individual needs.

HighPoint Advisors is a finance and insurance agency located at 5900 North Burdick Street in East Syracuse, New York. Our team of experienced Financial Advisors & Planners, and Investment Management professionals are dedicated to building long-term relationships with our clients. We offer personalized financial services to individual, family, and business clients, providing ongoing support and guidance for all their financial decisions. Our advisors have extensive experience and impressive credentials, ensuring that our clients receive top-notch service tailored to their specific needs. From investment decisions to retirement planning, we are committed to helping our clients navigate all phases of life. With a comprehensive range of services, HighPoint Advisors is one of the most complete financial services firms in Syracuse and the surrounding areas. Contact us today to learn more about how we can help you achieve your financial goals.

Marathon Financial Advisors is a trusted finance institution located at 6319 Fly Road in East Syracuse, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial planning services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our team is here to provide guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Choice Point Advisors, LLC. is a finance institution located at 6320 Fly Road in East Syracuse, New York, United States. Our team of experienced advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, we strive to be a trusted partner in our clients' financial journey. Contact us today to learn more about how Choice Point Advisors, LLC. can help you secure your financial future.

Pinnacle Investments, LLC is a finance institution located at 5845 Widewaters Parkway in East Syracuse, New York, United States. Committed to providing planned results to help you achieve your financial goals, Pinnacle Investments offers a full spectrum of products and services including traditional stocks, bonds, CDs, mutual funds, personal financial planning, asset allocation, managed portfolios, and corporate pension plans. With a team of exceptional advisors producing real results, Pinnacle Investments is dedicated to helping you achieve financial independence that fits your lifestyle. Their advisors provide strategies, advice, and services to help you secure financial freedom for your future, regardless of whether you are just starting out or have an established portfolio. By combining their skills and expertise, Pinnacle Investments creates truly customized financial plans for their clients. Transparency, trust, and investment performance are key principles for Pinnacle Investments, as they believe in keeping clients informed and involved in their financial planning. Whether you are saving for the short-term or long-term, Pinnacle Investments works alongside you to tailor a solution that fits your lifestyle and future goals. Their commitment is not only to support you in building your practice but also to offer you the opportunity to build something of lasting value.

Edward Jones - Financial Advisor: David P Jones, CFP®|AAMS™ is a reputable finance institution located at 6700 Kirkville Road in East Syracuse, New York. As a Certified Financial Planner and Accredited Asset Management Specialist, David P Jones offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized wealth management strategies, Edward Jones provides comprehensive financial planning, investment management, retirement planning, and more. Trust David P Jones and the team at Edward Jones to provide top-notch financial guidance and support for your financial needs.

BPC Advisors is a reputable finance institution located at 6390 Fly Road in East Syracuse, New York, United States. Our team of experienced financial advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, BPC Advisors is committed to delivering top-notch service and support. Visit us today to see how we can help you secure a successful financial future.

Chad N. Germain - Wilmington Advisors @ M&T is a finance institution located at 3640 East James Street in Syracuse, New York. They offer expert financial advice and services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to each individual's needs. Whether you are looking to invest, plan for retirement, or secure a loan, Chad N. Germain - Wilmington Advisors @ M&T is dedicated to helping you make informed financial decisions.

Arabella Wealth Advisors is a leading finance institution located at 120 East Washington Street in Syracuse, New York, United States. Our team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized wealth management services, investment strategies, and financial planning to individuals, families, and businesses. With a focus on transparency, integrity, and expertise, Arabella Wealth Advisors is committed to providing top-notch financial guidance and support to our clients. Contact us today to learn more about how we can help you navigate the complexities of the financial world and achieve financial success.

Jessica Jimenez, a Financial Advisor at Ameriprise Financial Services, LLC, located at 6711 Towpath Road, East Syracuse, New York, United States, specializes in helping clients get closer to their retirement goals. By answering specific questions tailored to your life stage, Jessica can provide personalized financial advice to help you achieve your financial objectives. With a background in finance and qualifications available on FINRA's BrokerCheck website, Jessica offers a Client Relationship Summary Disclosure to ensure transparency and trust with her clients. She can help you understand the current market trends and whether the bull market rally will extend further into 2024.

James F Prioletti is a financial advisor at Ameriprise Financial Services, LLC, located at 241 East Genesee Street in Syracuse, New York, United States. James holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate James' expertise in asset management, estate planning, retirement planning, investment management, and more. With a commitment to ethical standards and ongoing education, James is dedicated to providing clients with comprehensive financial advice tailored to their individual needs.

Mark Colvin - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 5750 Commons Park, East Syracuse, New York, United States. Mark Colvin holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™, Mark Colvin is committed to providing personalized financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive knowledge of fiduciary responsibilities, Mark Colvin is dedicated to helping clients achieve their financial goals and secure their financial future.

Matthew Crossman is a financial advisor at Ameriprise Financial Services, LLC located at 5700 Commons Park in East Syracuse, New York. With a focus on understanding your financial goals and priorities, Matthew offers personalized advice to help you navigate life's financial challenges with confidence. Whether you're saving for college, planning for retirement, or making investments, Matthew can help you prepare for the future. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides investment products and services to help clients achieve their financial goals. By offering complimentary initial consultations, Matthew invites you to take the first step towards a more secure financial future.

Matthew Lasher, a financial advisor at Ameriprise Financial Services, LLC, located at 241 East Genesee Street in Syracuse, New York, offers personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Matthew can help clients navigate the complexities of saving for major purchases or meeting day-to-day financial needs. Background and qualification information for Matthew Lasher can be found on FINRA's BrokerCheck website, and clients can review the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure for additional information.

Kasia Anthis - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 5700 Commons Park, East Syracuse, New York, United States. The institution offers a wide range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These designations cover various aspects of financial planning, estate planning, retirement planning, investment management, and more. Advisors at Kasia Anthis - Private Wealth Advisor are highly trained and experienced in providing top-notch financial advice and services to their clients.

Cody Perkov - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5750 Commons Park, East Syracuse, New York, United States, offers a range of financial services to individuals. Cody Perkov holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. Cody Perkov is dedicated to providing personalized and ethical financial advice to help clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Cody Perkov can help you navigate the complex world of finance with confidence. Contact Cody Perkov today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Jason Eaton is a reputable finance institution located at 6296 Fly Road in East Syracuse, New York, United States. Jason Eaton is a trusted financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With years of experience in the industry, Jason Eaton offers expert advice and guidance on a wide range of financial matters, including retirement planning, investment strategies, and estate planning. Clients can expect a high level of professionalism, integrity, and dedication when working with Jason Eaton at Edward Jones.

John Scott Davies is a financial advisor at Ameriprise Financial Services, LLC located at 5700 Commons Park, East Syracuse, New York, United States. Specializing in finance, John Scott Davies offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies, and track goals. Accessing investments and accounts is easy and secure from any device. Those interested can schedule a complimentary initial consultation to learn more about how John Scott Davies can help achieve financial goals. With proper registration, securities business can be conducted in select states. Ameriprise Financial Services, LLC offers a variety of resources and disclosures to ensure privacy and security for clients. Referrals are welcome, and John Scott Davies looks forward to helping friends and family members achieve their financial goals.

Alexander Hawthorne is a financial advisor at Ameriprise Financial Services, LLC located at 5700 Commons Park, East Syracuse, New York, United States. He offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as life changes, clients can track their financial goals securely from any device. Those interested can schedule a complimentary initial consultation to discuss retirement, education, major purchases, and more. With a focus on helping clients achieve their financial goals, Alexander Hawthorne provides valuable insights and guidance to navigate the complexities of the financial market. Securities offered by Ameriprise Financial Services, LLC are protected by FINRA and SIPC regulations. Get in touch today to begin your journey towards a more secure financial future.

Jonathan Knight - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 6711 Towpath Road in East Syracuse, New York, offers a wide range of financial services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Jonathan Knight is equipped to provide expert guidance on asset management, investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Jonathan Knight has the knowledge and expertise to help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Welcome to Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC, where we are committed to helping you achieve your financial goals. Located at 5700 Commons Park, East Syracuse, New York, our firm offers personalized financial planning services tailored to meet your unique needs. At Holley Cragg, we understand that each individual's financial journey is distinct. That's why we encourage you to review our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, we are here to guide you every step of the way.

Welcome to Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management, conveniently located at 5750 Commons Park, East Syracuse, New York 13057, United States. Our mission is to provide personalized and comprehensive financial advice tailored to your unique needs and goals. Paul Coir is a distinguished financial advisor equipped with a broad array of certifications and expertise to guide you through every aspect of financial planning. With credentials such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul is committed to upholding the highest standards of ethics and professionalism in the industry.

Matthew Conlon & Associates is a finance institution located at 95 Court Street in Binghamton, New York. As a registered representative of MML Investors Services, LLC, they offer securities and investment advisory services to clients. Their office is located at 125 East Jefferson Street, Ste 800 in Syracuse, NY. Matthew Conlon & Associates is not a subsidiary of MML Investors Services or its affiliated companies. For more information, contact them at (315) 449-3000.

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.

Edelman Financial Engines is a leading finance institution located at 5015 Campuswood Drive in East Syracuse, New York. With a strong reputation for providing top-notch financial services, they specialize in helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Their team of experienced financial advisors are dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world and make informed decisions for a secure financial future. Visit Edelman Financial Engines today to see how they can help you reach your financial goals.

Michael Roberts Associates Inc. is a prestigious independent wealth management firm located in East Syracuse, New York. With a focus on providing personalized financial solutions to high net worth individuals and families, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. From investment management to retirement planning, we offer a comprehensive range of services tailored to meet the unique needs of each client. Trust Michael Roberts Associates Inc. to provide expert guidance and support in navigating the complex world of finance.

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.

Diversified Wealth Strategies, LLC is a finance institution located at 5760 Commons Park in East Syracuse, New York. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, and estate planning services to help our clients build and protect their wealth. Contact us today to learn how we can help you secure your financial future.

Derrenbacker Shields Financial Group - Northwestern Mutual is a reputable finance and insurance agency located at 34 Aspen Park Boulevard in East Syracuse, New York, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, the institution is dedicated to helping individuals and families achieve their financial goals and secure their future. Their team of experienced professionals offers personalized services tailored to each client's unique needs, ensuring peace of mind and financial security. Whether you are looking to invest, plan for retirement, or protect your assets, Derrenbacker Shields Financial Group - Northwestern Mutual is committed to guiding you every step of the way.

Ameriprise Financial Services, Inc. - Brian S. Turner is a finance and insurance agency located at 120 East Washington Street, Syracuse, New York, United States. Brian S. Turner holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of financial planning and asset management, ensuring clients receive comprehensive and specialized advice tailored to their individual needs. Brian S. Turner is dedicated to providing high-quality financial services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and continuing education to stay current in the ever-changing financial landscape.