3 Best Financial Services in Syracuse, NY

“Excelsior Wealth Partners is one of the leading financial planners in Syracuse, New York. Matthew Dauksza is the firm's Chief Investment Officer and Wealth Manager. He founded Excelsior Wealth Partners to focus on client needs without a corporate agenda. He works with clients to provide wealth management and financial planning solutions tailored to their needs. The team's mission at Excelsior Wealth Partners is to learn more about you, understand your needs, wants, and goals, and help you identify personal finance strategies that may enhance your lifestyle today and provide a foundation for a sound retirement in the years ahead. They understand today's financial environment and the unique challenges individuals face as they prepare for retirement. They are committed to helping people like you create solutions for their retirement assets. Their team of professionals has years of experience in financial services. They can help you address your needs today and for many years to come. They look forward to working with you.”

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“Arabella Wealth Advisors is an independent financial planner in Syracuse, New York. David W. Treichler is the owner and investment executive of the firm. The team offers personalized, hands-on service. They educate their clients about financial concepts and products, taking the mystery out of investing, insurance, estate conservation, and preserving wealth. Arabella Wealth Advisors specializes in helping individuals develop sound retirement strategies. They focus on money management and other issues critical to financial well-being and customize appropriate strategies to suit your vision and objectives. Over the years, they have found that a team approach can effectively help clients with various needs as they maneuver through a complex financial services world. They invite you to discover and experience the power of their services. They believe that the far-reaching benefits of their services come from their team's diverse backgrounds, education, and experience. They are committed to inclusivity and consistently review the teams they work with and the products they recommend, ensuring they are a good fit for their clients.”

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“Rockbridge Investment Management is a well-known financial advisor in Syracuse, New York. At Rockbridge, they believe that advisors should focus on unbiased advice and implement it using a diversified, low-cost investment portfolio. The team helps remove complexity so clients can focus on the simple but difficult process of successful investing. They aim to help you achieve your financial goals by maximizing your expected long-term returns on the market risks involved. They offer advice that provides quantifiable value, providing comfort and confidence in achieving your goals. They place your greatest financial goals at the center of all they do as your advisor and hope you will fully commit to your relationship with them. Through their collaborative approach to delivering advice, they can deliver on your unique needs with the right group of people. They serve over 950 families, manage over $1.2 billion in assets, and have 11 advisors with professional credentials.”

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