Excelsior Wealth Partners is a reputable investment advisory firm situated in Syracuse, renowned for providing comprehensive financial services to its clients. The firm has a team of seasoned professionals with years of experience in the financial sector and is highly regarded for its exceptional customer satisfaction record. The mission of Excelsior Wealth Partners is to assist its clients in identifying personalized financial strategies that can enhance their current lifestyle and lay the groundwork for a secure retirement in the future. The firm is dedicated to helping clients plan for retirement and strives to assist them in achieving their financial objectives. Recognizing that individuals face unique challenges when preparing for retirement, Excelsior Wealth Partners is committed to creating tailored solutions for retirement assets and helping people like you overcome these challenges. Call them today for a free one-on-one consultation.
3 Best Financial Services in Syracuse, NY
Expert recommended Top 3 Financial Services in Syracuse, NY. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
EXCELSIOR WEALTH PARTNERS REVIEWS
I moved my accounts to Excelsior Wealth Partners earlier this year to follow Russell Stout. I am a tentative investor and Russell is very good at being patient with my questions and when I need reassurance. It is clear that my accounts have been very well managed as Russell was actually able to grow them during a global pandemic and subsequent market downturn. I highly recommend Russell and Excelsior.
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.
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Arabella Wealth Advisors specializes in constructing portfolios and asset allocation strategies through a holistic team approach. They guide their clients through a step-by-step process that fosters confidence in decision-making. The team is dedicated to educating clients on fundamental financial management concepts and creating a work environment that reflects the diversity of the communities they serve. They offer tailored designs to align with your objectives and vision. With over 160 million in client assets and managed 200 clients, Arabella Wealth Advisors aims to lead you to financial security. They work diligently to navigate the complex landscape of selecting the best products and services for your specific needs. They can help you execute a sound financial program utilizing individual and business financial planning.
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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.
David and his team offer outstanding personal and professional sound financial advice. We are proud to recommend them.
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MJC Financial Services is widely recognized as one of the top financial planning firms based in Syracuse, New York. One of the key financial advisors at MJC Financial Services is Michael J Cook, who takes pleasure in establishing long-term relationships built on trust with his clients. Michael believes that clients desire a knowledgeable financial advisor who is honest, trustworthy, and dedicated to serving their best interests. MJC Financial Services's mission is to partner with clients in managing their financial lives. The firm's financial experts offer tailored advice and guidance to help clients achieve their objectives. MJC Financial Services specializes in financial planning, analysis, and asset management. Each meeting is unique, and the purpose of the initial consultation is to get to know the client and gain an understanding of their priorities.
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MJC FINANCIAL SERVICES REVIEWS
Honest and trustworthy services. They provide sound financial advice.
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