Here’s The Deal: 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.
3 Best Financial Services in Syracuse, NY
Expert recommended Top 3 Financial Services in Syracuse, NY. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 EXCELSIOR WEALTH PARTNERS REVIEWS
My husband and I moved our retirement at the recommendation and urging of our daughter, Jessica. Russell Stout is professional, very knowledgeable and committed to keeping up to date with current and projected investment trends and data which he communicates timely via e-mails and in-person meetings. He is personable and takes the time necessary to educate us in 'layman's terms', for which we are very thankful and a little bit more 'investment savvy'. That said, we are very pleased with the move we have made and our continued relationship with Russell Stout at Excelsior Wealth Partners.
Russell Stout has been our trusted advisor for 10+ years. In handling our family investment portfolio he has always made us feel important and respected in the process. We trust our future is in good hands with Russell's guidance and understanding of what is important to us! Russell is responsive to questions and always provides us quality information while assisting us with making decisions. He truly cares about us and shares our goals for our financial future.
Russel Stout is extremely knowledgeable and well equipped to manage investments with impeccable preciseness in a volatile market. His determination to provide the best customer service has exceeded expectations. Russell offers a realistic view and interpretation of current and future market trends and adjusts his strategy accordingly. It is apparent that he possesses a deep understanding of the dynamics of the market and always keeps his clients best interest as his number one priority. I am privileged to have Russel handle my investments.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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.
Specialty:
Contact:
Working Hours:
Sat: 8am - 12pm
Sun: Closed
TBR® Inspection Report:
TOP 3 ARABELLA WEALTH ADVISORS REVIEWS
I’ve been with Dave Treichler (Arabella Wealth Advisors) for quite a few years now and highly recommend him to anyone who is looking for the best regarding a financial advisor. I first got in contact with Dave because he was listed as an independent advisor. It was the best choice I have ever made with managing my financial situation. He is upfront, honest and personally works with you keeping your best interest in mind. I have worked with a number of others financial advisors over the years and there is no one out there I have met that tops Dave.
David and Arabella took on my wife and mine retirement accounts after many bad experiences with brokerages and investor firms. We are very impressed with the passion and dedication to help us to grow our investments. Over the last year...David has helped us grow our accounts significantly, even during the Covid and financial stress of the last few months, We are very happy with him and Arabella. We look forward to a long relationship with them. Thank you.
I have been a client of David's for many years, as have several of my family members. Over this time, David has proven to be reliable, capable, and dedicated. I am grateful for his financial advice and expertise. For those who are looking for an experienced, knowledgable, and very effective advisor who achieves positive results, I suggest considering David.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 ROCKBRIDGE INVESTMENT MANAGEMENT REVIEWS
We cannot say enough about the Rockbridge Investment team - these professionals have guided us for almost 30 years now on the best ways to maximize our personal and business investments. We have relied on them for literally every major financial decision we have made in recent years... and the peace of mind they provide with down-to-earth, practical advice helps us feel confident in our situation. First-class group of people. Call them if you aren't already a client.
The advisors at Rockbridge are extremely knowledgeable and professional. They combine investment management and detailed financial planning. Tony and Claire are an amazing service team. I have been a satisfied client since 2018.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.