3 Best Financial Services in Syracuse, NY

“Excelsior Wealth Partners' mission is to get to know you, understand your needs, wants, and goals, and help you develop personal finance strategies that can enhance your lifestyle today while laying a solid foundation for a secure retirement in the future. 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. 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 specializes in helping individuals develop sound retirement strategies. 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. 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 aims to help you achieve your financial goals by maximizing long-term returns while managing market risks. They believe advisors should provide unbiased advice and implement it through 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 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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