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BEST RATED SYRACUSE, NY FINANCIAL SERVICES

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. You deserve only the best!

Excelsior Wealth Partners - Syracuse, NY Financial Services - Portrait
Excelsior Wealth Partners - Syracuse, NY Financial Services - Office Image
Excelsior Wealth Partners - Syracuse, NY Financial Services - Office Interior Image
Best Financial Services in Syracuse NY - Excelsior Wealth Partners video
7+ YEARS IN TBR
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EXCELSIOR WEALTH PARTNERS

(4.8 Score)
225 Wilkinson Street, Suite 107,
Syracuse, NY 13204 Directions

Since 2017

Specialty:

✓Investment ✓Money Management ✓Retirement Strategies ✓Medicare ✓Financial and Insurance Planning ✓Tax Planning ✓Social Security ✓Estate Conservation ✓Wealth Preservation ✓Risk Tolerance

“Excelsior Wealth Partners understands today's financial environment and the unique challenges individuals face as they prepare for retirement. Matthew Dauksza is the founder of Excelsior Wealth Partners. Matt is a graduate of St. Bonaventure University, where he earned a Bachelor's degree in Finance. He is a graduate of The American College's CFP® Certification Curriculum and has also obtained his Chartered Life Underwriting designation. They can help you achieve your financial goals through tailored money management and a fee structure designed for your success. Whether they assist you with your transition into retirement or help you manage your portfolio risk, Excelsior Wealth can help you achieve your financial goals.”

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License #910074

Price:

Fixed Or Flat Fees For Financial Planning And Consulting Services Upto $25,000
Investment Advisory Services Fixed Fees
From $500
Upto $15,000

Contact:

(315) 303-1668

Mon-Thu: 8:30am - 6pm
Fri: 8:30am - 4?pm
Sat & Sun: By Appointment

TBR® Inspection Report:

Orla Wealth Management, LLC - Syracuse, NY Financial Services - Portrait
Orla Wealth Management, LLC - Syracuse, NY Financial Services - Professional Team Image
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ORLA WEALTH MANAGEMENT, LLC

(4.8 Score)
2611 Brewerton Road,
Syracuse, NY 13211 Directions

Since 2017

Specialty:

✓Portfolio Management ✓Retirement Strategies ✓Risk Management ✓Estate Strategies ✓Life Insurance ✓Extended-care Strategies ✓Education Strategies ✓Social Security Strategies ✓Small Business Ownership ✓Cash Flow Analysis ✓Charitable Giving/Legacy Planning ✓Special Needs Trusts ✓Debt Management ✓Financial Education

"Orla Wealth Management, LLC believes people can live better lives with smart financial education and knowledge. They work closely with clients to match strategy to individual needs for every walk of life. Terri E. Krueger is the Senior Financial Advisor of Orla Wealth Management. Terri holds multiple securities licenses (Series 6, 7, and 63) through LPL Financial and has attained the Chartered Financial Consultant (ChFC) designation. Since 2012, she has been a qualifying member of the Million Dollar Round Table (MDRT), a premier association for financial professionals, achieving four Court of the Table qualifications and has maintained the prestigious Top of the Table qualification since 2022. Orla Wealth Management offers a complimentary introductory call to see how they can help you meet your goals. There is no fee for an initial consultation.

2026 Highlights: Orla Wealth Management, LLC also offers virtual meetings. They charge a fee as a percentage of the assets, while the percentage is a scale based upon the total amount invested with them."

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License CRD #5599934

Contact:

(315) 975-1955 (315) 257-1057

Mon-Fri: 9am - 4pm
Sat&Sun: Closed

TBR® Inspection Report:

Arabella Wealth Advisors - Syracuse, NY Financial Services - Portrait
7+ YEARS IN TBR
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ARABELLA WEALTH ADVISORS

(4.7 Score)
120 East Washington Street, Suite 922,
Syracuse, NY 13202 Directions

Since 2011

Specialty:

✓Individual and Business Financial Planning ✓Investment Management and Analysis ✓Retirement Income Strategies ✓Tax Plans ✓401(k) Planning ✓403(b) Planning ✓College Plans ✓Estate Plans ✓Money Purchasing Plans ✓Profit Sharing Plans ✓Bonds ✓Common Stock ✓Educational IRA ✓Traditional IRA ✓Roth IRA ✓Sep IRA ✓Simple IRA ✓Brokerage Accounts ✓Treasury Bills ✓Government Securities ✓Treasury Notes ✓Variable Annuity ✓Defined Benefit and Profit Sharing Pension Plans ✓Stock Option Analysis ✓Estate Conservation ✓Individual and Group Insurance ✓Disability Income Insurance ✓Life Insurance ✓Long-term-care Insurance

"Arabella Wealth Advisors specializes in helping individuals develop sound retirement strategies. David W. Treichler, AIF, CFP™, CLU, is the Owner and Investment Executive at Arabella Wealth Advisors. He is a CFP™ certificant and a current member of the Financial Planning Association, as well as a board member of the CNY Estate Planning Council. Previously, Dave served as President of the Estate Planning Council in Ithaca and President of the Jaycee Network of Ithaca. He has also appeared several times as a guest on WCNY’s “Financial Fitness” and is a member of the CenterState Corporation for Economic Opportunity and the American Association of Individual Investors. Arabella Wealth Advisors educates its clients about financial concepts and products and takes the mystery out of investing, insurance, estate conservation, and wealth preservation.

2026 Highlights: Arabella Wealth Advisors educates individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives."

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License #643308

Price:

Financial Planning And Consulting Fee
From $100
Upto $300

Contact:

(315) 430-3283 (315) 873-3040

Mon-Fri: 8am - 6pm
Sat: 8am - 12pm
Sun: Closed

TBR® Inspection Report:

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EXCELSIOR WEALTH PARTNERS REVIEWS

I had the pleasure of meeting Russell to discuss my financial future. This has been a stressful topic for my wife and and really hoped to find someone that could point us in the right direction in how to manage or investments. Russell was up for the task, He sat us down and explained the different things we can do to ensure or financial safety as we grow older. He made us feel like we where a friend of the family and not just another client to add to his list. He made sure that we understood the different risk levels and what he felt would fit us best! In the end I left the meeting feeling empowered and ready to take on the next step in life to provide myself and my family the life style we have worked so hard to get! Thank you again Russell for putting us at ease and showing us that this is a very manageable process with the right people on my team.

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.

Very pleased with EWP, Matt Dauksza is readily available to answer all our questions and assist with transferring our assets over. Looking forward to a long relationship with EWP... Thank you Matt.

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ORLA WEALTH MANAGEMENT, LLC REVIEWS

Terri Krueger has given me insights and tips toward my short and long term goals for my financial and retirement planning. She is knowledgeable and has developed a financial strategy using her experience to mold a unique strategy for my individual situation. She has a friendly disposition allowing for comfortable communication during progress-tracking consultations. I have and will continue to recommend Terri to anyone looking for a financial advisor.

Terri is truly one of a kind! She is KIND, smart, attentive, patient and nonjudgmental. At first I felt very intimidated due to my lack of knowledge about finance and investment but after my first phone call with her I was able to take a deep breath and she really soothes my anxieties as they come by listening and then educating me further. I 100% recommend this amazing woman.

Very professional and knowledgeable Gonna be a very big help with with what I need help with definitely will recommend to others.

ARABELLA WEALTH ADVISORS REVIEWS

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!!!! Positive.

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.

David and his team offer outstanding personal and professional sound financial advice. We are proud to recommend them.

TBR® Inspection Score Report

EXCELSIOR WEALTH PARTNERS Total Inspection Points: 115/120
Acknowledgments: 8
Experience: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ORLA WEALTH MANAGEMENT, LLC Total Inspection Points: 114/120
Acknowledgments: 8
Current Evaluation: 8
Experience: 8
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ARABELLA WEALTH ADVISORS Total Inspection Points: 113/120
Acknowledgments: 8
Experience: 8
Reviews Study: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10