3 Best Financial Services in Syracuse, NY

“Excelsior Wealth Partners understands today's financial environment and the unique challenges individuals face as they prepare for retirement. Matthew Dauksza is the founder of Excelsior Wealth Partners. Matt is a graduate of St. Bonaventure University, where he earned a Bachelor's degree in Finance. He is a graduate of The American College's CFP® Certification Curriculum and has also obtained his Chartered Life Underwriting designation. They can help you achieve your financial goals through tailored money management and a fee structure designed for your success. Whether they assist you with your transition into retirement or help you manage your portfolio risk, Excelsior Wealth can help you achieve your financial goals.”

“Arabella Wealth Advisors specializes in helping individuals develop sound retirement strategies. David W. Treichler, AIF, CFP™, CLU is the Owner and Investment Executive at Arabella Wealth Advisors. He is a CFP™ certificant and a current member of the Financial Planning Association, as well as a board member of the CNY Estate Planning Council. Previously, Dave served as President of the Estate Planning Council in Ithaca and President of the Jaycee Network of Ithaca. He has also appeared several times as a guest on WCNY’s “Financial Fitness” and is a member of the CenterState Corporation for Economic Opportunity and the American Association of Individual Investors. Arabella Wealth Advisors educates its clients about financial concepts and products and takes the mystery out of investing, insurance, estate conservation, and preserving wealth.”

“Orla Wealth Management believes people can live better lives with smart financial education and knowledge. They work closely with clients to match strategy to individual needs for every walk of life. Terri E. Krueger is the Senior Financial Advisor of Orla Wealth Management. Terri holds multiple securities licenses (Series 6, 7, and 63) through LPL Financial and has attained the Chartered Financial Consultant (ChFC) designation. Since 2012, she has been a qualifying member of the Million Dollar Round Table (MDRT), a premier association for financial professionals, achieving four Court of the Table qualifications and has maintained the prestigious Top of the Table qualification since 2022. Orla Wealth Management offers a complimentary introductory call to see how they can help you meet your goals. There is no fee for an initial consultation.”