ARABELLA WEALTH ADVISORS
120 East Washington Street, Syracuse, NY 13202 Directions
Here’s The Deal:
"Specializes in portfolio construction and asset allocation strategies utilizing a holistic team approach. They managed over $160 million in client assets and 200 relationships. Uses a holistic approach, the value of working with skilled professionals enhances your ability to pursue your financial goals. Their team is here to help educate you about the basic concepts of financial management"
SPECIALTY:
Individual and Business Financial Planning, Investment Management and Analysis, Group, Life and Disability Insurance, Stock Options Analysis, Retirement Income Strategies, Estate Conservation, 401K and 403B Planning, Sep and Simple IRA, Defined Benefit & Profit Sharing Pension Plans
TBR® Inspection Report:
EXCELSIOR WEALTH PARTNERS
225 Wilkinson Street, #107, Syracuse, NY 13204 Directions
Since 2017
Here’s The Deal:
"Offers all-encompassing services for their clients. They will work diligently to develop a program that carefully balances investment strategies with preserving principal. Offers to help solutions for their retirement assets. They educate their clients about financial concepts and products"
SPECIALTY:
Wealth and Investment Management, Long-Term Care, Social Security, Personal Savings, Retirement Planning, Insurance, Estate Conservation & Preserving Wealth
TBR® Inspection Report:
ROCKBRIDGE INVESTMENT MANAGEMENT
220 South Warren Street, 9th Floor, Syracuse, NY 13202 Directions
Since 1991
Here’s The Deal:
"Serves also in Binghamton, Watertown & Utica. They help to manage their substantial savings, as 401(k) plan assets began to replace pensions as a source of retirement income. They advise their clients on the best ways to grow, protect and transfer their wealth"
SPECIALTY:
Long-Term Care, Wealth Transfer, Investment Management, Pension Analysis, Business Succession, Estate, Insurance, Multigenerational, Financial & Retirement Planning