TOP 30 Investment products in Syracuse, New York
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Syracuse Cooperative Market
● OpenSyracuse Cooperative Market, located at 484 South Salina Street in Syracuse, New York, is a member-owned institution focused on sustainable, cooperative commerce for the benefit of the community. This food, grocery, and health store offers a wide selection of handpicked products, including fresh produce from local farmers. Additionally, the market participates in programs like Double Up Food Bucks, which matches SNAP EBT dollars for fruits and vegetables. Supporting the Syracuse Cooperative Market is not only a way to access healthy foods, but also a tool for social change in the community. Whether you're looking to become a member, work at the market, or simply say hello, this institution welcomes all who are invested in promoting local, sustainable, and cooperative practices.
484 S Salina St, Syracuse, NY 13202, United States -
Pinnacle Investments, LLC. The Sedgwick Group
● ClosedPinnacle Investments, LLC. The Sedgwick Group, located at 531 Oak Street in Syracuse, New York, is a finance and insurance agency dedicated to providing planned results to help you achieve your goals. Our team of exceptional advisors is committed to producing real results and guiding you towards financial independence that fits your lifestyle. We offer 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. In addition, we provide unique investment opportunities such as private placements and alternative investments.
531 Oak St, Syracuse, NY 13203, United States -
Pinnacle Investments, LLC
● ClosedPinnacle 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.
5845 Widewaters Pkwy Suite 300, East Syracuse, NY 13057, United States -
Ukrainian Federal Credit Union - Syracuse Branch
● ClosedWelcome to the Ukrainian Federal Credit Union - Syracuse Branch, your trusted partner in financial services. Conveniently located at 211 Tompkins Street, Syracuse, New York, our branch is dedicated to serving the local community with a wide range of financial products tailored to meet your needs. As a member-focused credit union, we prioritize your financial well-being, offering personalized services including savings and checking accounts, loans, and investment opportunities. Our knowledgeable and friendly staff are committed to providing exceptional customer service and financial guidance to help you achieve your financial goals. Join us at the Ukrainian Federal Credit Union - Syracuse Branch and experience the difference of a community-driven financial institution.
211 Tompkins Street, Syracuse, New York 13204, United States -
Equitable
● ClosedEquitable 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.
100 Madison St, Syracuse, NY 13202, United States -
Bankers Conseco Life Insurance Company
● ClosedBankers Conseco Life Insurance Company, located at 231 Salina Meadows Parkway in Syracuse, New York, is a finance, health, and insurance agency offering a wide range of insurance options. Their agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. They specialize in helping individuals compare Medicare Advantage plans to find the best coverage, and also offer long-term care planning services. Bankers Life is currently recruiting for agent, manager, and investment professional positions, providing award-winning training programs and opportunities for career advancement. If you're interested in helping others achieve financial security in retirement, consider joining the team at Bankers Conseco Life Insurance Company.
231 Salina Meadows Pkwy Ste 100, Syracuse, NY 13212, United States -
Solvay Bank Insurance Agency, Inc.
● ClosedSolvay Bank Insurance Agency, Inc. is a reputable insurance agency located at 1537 Milton Avenue in Syracuse, New York. Our experienced team is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With a commitment to customer service and a wide range of insurance products, Solvay Bank Insurance Agency, Inc. is your trusted partner in protecting what matters most. Contact us today for a free quote and see how we can help you secure your future.
1537 Milton Ave, Syracuse, NY 13209, United States -
Patrick Violando, Bankers Life Agent
● OpenPatrick Violando, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York, United States. The institution offers a wide range of insurance products and services to meet the needs of individuals and families. With a team of dedicated professionals including Leonard Babcock, Mark Banac, Jeanne Bernhardt, and many others, clients can expect personalized and expert advice on insurance options. Whether it's life insurance, retirement planning, or investment strategies, the team at Patrick Violando, Bankers Life Agent is committed to helping clients protect their financial future. Contact them today for a consultation.
231 Salina Meadows Pkwy Ste 100, Syracuse, NY 13212, United States -
Northern Financial Services
● ClosedNorthern Financial Services, located at 120 Factory Street in Watertown, New York, is a finance institution dedicated to helping individuals and families plan for their financial future. As a fiduciary, we prioritize our clients' needs and desires, offering personalized advice, services, and products to help them achieve their financial goals. Our team at Northern Financial Services actively manages assets and provides guidance every step of the way to ensure our clients are involved in their financial planning process. We are committed to making a difference in the lives of our clients and their loved ones, striving to enhance their financial well-being and future.
120 Factory St, Watertown, NY 13601, United States -
Columbian Mutual Life Insurance Co
● ClosedColumbian Mutual Life Insurance Co is a reputable insurance institution located at 5788 Widewaters Parkway in Syracuse, New York, United States. With a strong focus on providing quality life insurance products and services, Columbian Mutual Life Insurance Co is dedicated to helping individuals and families protect their financial futures. Their experienced team of professionals is committed to delivering personalized solutions tailored to meet the unique needs of each client. Trust Columbian Mutual Life Insurance Co to provide reliable and comprehensive coverage for your peace of mind.
5788 Widewaters Pkwy # 2, Syracuse, NY 13214, United States -
The Guardian Life Insurance Company of America
● OpenThe Guardian Life Insurance Company of America, located at 5788 Widewaters Parkway in Syracuse, New York, is an insurance agency that offers a variety of insurance plans and policies to help individuals thrive and prepare for their future. With a commitment to inspiring well-being, the company recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders. Known for their tradition of delivering on promises, The Guardian Life Insurance Company has received recognition from organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Customers can trust in the company's dedication to providing excellent customer service, as evidenced by their J.D. Power 2022 Certified Customer Service Program recognition.
5788 Widewaters Pkwy, Syracuse, NY 13214, United States -
David Schnall - Prudential Financial
● OpenDavid Schnall - 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 top-notch financial services and insurance products, their team of professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, David Schnall - Prudential Financial is here to help. Experience peace of mind knowing that your financial future is in good hands with this trusted institution.
5786 Widewaters Pkwy, Syracuse, NY 13214, United States -
Michael Gates - Prudential Financial
● OpenMichael 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.
5786 Widewaters Pkwy, Syracuse, NY 13214, United States -
Finkelstein & Partners LLP
● ClosedFinkelstein & Partners LLP is a renowned institution located at 1473 Erie Boulevard, Schenectady, New York. Specializing in personal injury law, our team of skilled lawyers have been successfully winning serious injury lawsuits since 1959. If you've been injured due to someone else's negligence, we can help you seek compensation for your expenses and the impact on your quality of life. Our Schenectady personal injury lawyers are experts in navigating the legal process of filing a personal injury lawsuit. We are one of the largest personal injury firms in the U.S. and have been fighting for the rights of the injured in New York for decades.
1473 Erie Blvd, Schenectady, NY 12305, United States -
hiline
● ClosedHiline is a reputable institution located at 304 South Franklin Street in Syracuse, New York, specializing in accounting and finance services. With a team of experienced professionals, Hiline offers a wide range of financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Hiline is dedicated to providing top-notch services tailored to meet your specific needs. Trust Hiline for all your accounting and finance needs in the Syracuse area.
304 S Franklin St #200, Syracuse, NY 13202, United States -
Principal Financial Group
● OpenPrincipal 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.
200 Salina Meadows Pkwy # 100, Syracuse, NY 13212, United States -
Meridian Wealth Management
● ClosedMeridian 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.
5015 Campuswood Dr Suite 103, East Syracuse, NY 13057, United States -
MJC Financial Services
● OpenMJC Financial Services, located at 2201 James Street in Syracuse, New York, offers finance services to help clients manage their financial lives. Led by Financial Advisor Michael Cook, our mission is to assist clients in understanding the opportunities and potential rewards available when taking a proactive approach to personal finance. We value building trusted, professional relationships to help clients pursue their financial goals. Securities and Advisory Services are offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member of FINRA/SIPC. MJC Financial Services and Cadaret, Grant are separate entities. Check the background of our investment professionals on FINRA's BrokerCheck. We are located at 8135 Soule Road, Liverpool, New York 13090. Securities are offered in multiple states including AZ, FL, GA, KS, MD, ME, MO, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, and VT. Visit us to learn more about how we can help you achieve your financial goals.
2201 James St, Syracuse, NY 13206, United States -
Debra Del Nero - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDebra Del Nero is a Financial Advisor at Ameriprise Financial Services, LLC located at 3504 James Street, Syracuse, New York, United States. Debra holds various 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®. Debra is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need assistance with asset management, estate planning, investment strategies, retirement planning, insurance products, or any other financial needs, Debra Del Nero has the knowledge and expertise to help you achieve your financial goals.
3504 James St, Syracuse, NY 13206, United States -
The Austin & Alesandro Group - UBS Financial Services Inc.
● OpenThe Austin & Alesandro Group - UBS Financial Services Inc. is a leading financial institution located at 440 South Warren Street in Syracuse, New York, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, we have the knowledge and expertise to guide you every step of the way. Trust in The Austin & Alesandro Group - UBS Financial Services Inc. for all your financial needs.
The Galleries, 440 S Warren St 6th Floor, Syracuse, NY 13202, United States -
Pat Best - State Farm Insurance Agent
● ClosedPat Best - State Farm Insurance Agent is a trusted insurance agency located at 201 North Townsend Street in Syracuse, New York. Serving the community since 1984, we cater to the diverse needs of our clients, including college students, new residents, and long-time residents of Syracuse. Our range of products includes coverage for cars, homes, small businesses, personal liability, life insurance, as well as boats, collectibles, jewelry, and computers. We also offer renters insurance and certain health insurance products. At our agency, we provide valuable information on choosing beneficiaries for life insurance policies, as well as home appraisals to determine property value. We also offer tips on DIY auto maintenance to help combat rising repair costs. To ensure your privacy and security, we advise against sharing sensitive personal information online.
201 N Townsend St, Syracuse, NY 13203, United States -
Richard Michael Rienhardt: Primerica - Financial Services
● OpenRichard Michael Rienhardt: Primerica - Financial Services is a reputable finance and insurance agency located at 6707 Brooklawn Parkway in Syracuse, New York, United States. With a focus on providing top-notch financial services, they offer a range of products and solutions to help clients achieve their financial goals. Whether you are looking for insurance coverage or investment opportunities, the experienced team at Richard Michael Rienhardt: Primerica - Financial Services is dedicated to providing personalized and professional assistance to meet your needs. Trustworthy and reliable, this institution is committed to helping clients secure their financial future.
6707 Brooklawn Pkwy STE 2B, Syracuse, NY 13211, United States -
Jessica Jimenez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJessica 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.
6711 Towpath Rd Ste 200, East Syracuse, NY 13057, United States -
Matthew Crossman - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMatthew 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.
5700 Commons Park, East Syracuse, NY 13057, United States -
Matthew Lasher - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMatthew 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.
241 E Genesee St, Syracuse, NY 13202, United States -
Kasia Anthis, MBA, CRPC - Ameriprise Financial Services, Inc.
● ClosedKasia Anthis, MBA, CRPC - Ameriprise Financial Services, Inc. is a finance institution located at 5700 Commons Park, East Syracuse, New York, United States. The institution offers a variety of certifications and designations such as 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 cover a range of financial planning topics including asset management, retirement planning, estate planning, investments, and insurance products. The institution aims to provide comprehensive and specialized financial services to individuals and businesses, with a focus on ethical practices and professional expertise.
5700 Commons Park, East Syracuse, NY 13057, United States -
Alliance Advisory Group, Inc.
● ClosedAlliance Advisory Group, Inc. is a comprehensive financial services firm located at 15 Technology Place in East Syracuse, New York. As a leading finance, insurance agency, and legal institution, we provide expert guidance and customized solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers a wide range of services, including investment management, retirement planning, insurance coverage, and legal advice. With a commitment to excellence and a focus on client satisfaction, Alliance Advisory Group, Inc. is dedicated to helping our clients secure their financial future.
15 Technology Pl, East Syracuse, NY 13057, United States -
Macko Financial Group of Sullivan and Associates WM
● OpenMacko Financial Group of Sullivan and Associates WM is a finance institution located at 3452 West Genesee Street, Syracuse, New York, United States. Residents of (CA, FL, MD, NJ, NY, PA, SC, VA) can utilize our financial calculators to assess their investment plans. Securities-related services may not be provided to individuals residing in states not listed above, so please consult with the FA. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Those residing outside of the U.S. should note that the information provided is for informational purposes only. Opinions, comments, and actions taken on Social Media are those of third parties and do not necessarily reflect the views of the institution. By clicking on certain links, you will leave the Wells Fargo Advisors website and enter a privately owned website not affiliated with the institution. It is important to review the third-party's policies and terms and conditions before proceeding.
3452 W Genesee St, Syracuse, NY 13219, United States -
AXA Advisors: David G. Walker
● ClosedAXA Advisors: David G. Walker is a finance institution located at 120 Madison Street in Syracuse, New York, United States. As a branch of AXA Advisors, this institution offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, AXA Advisors: David G. Walker provides personalized financial planning and investment strategies tailored to each client's unique needs. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, AXA Advisors: David G. Walker is committed to helping you secure a financially stable future.
120 Madison St, Syracuse, NY 13202, United States -
Bert's Bikes & Fitness
● OpenLocated at 4871 Transit Road in Depew, New York, Bert's Bikes & Fitness is your go-to destination for all things biking and fitness. As a bicycle store and fitness equipment retailer, we offer a wide range of products from top brands like Nautilus, Schwinn, Bowflex, and more. At Bert's, we also accept Highmark Wellness and Independent Health Health Extras Cards, making it easy for you to use your health benefits to invest in your well-being. With 9 locations across Buffalo, Rochester, Syracuse, and Northwestern Pennsylvania, we are proud to serve our local communities.
4871 Transit Rd, Depew, NY 14043, United States
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