Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Syracuse is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Syracuse & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Syracuse, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 4 non-vetted financial advisors in Syracuse, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Syracuse, New York have an average of 22 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
J.W.BURNS & COMPANY, INC. 5789 Widewaters Parkway, Dewitt, NY, 13214 | 107835 | $903,952,794 | 611 | A percentage of AUM |
HAZARD & SIEGEL ADVISORY SERVICES LLC 5793 Widewaters Parkway, Dewitt, NY, 13214 | 151462 | $342,464,897 | 294 | A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES) |
OMC FINANCIAL SERVICES LTD 5789 Widewaters Parkway, Dewitt, NY, 13214 | 110528 | $286,836,854 | 585 | A percentage of AUM, Hourly charges |
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS 5784 Widewaters Parkway, First Floor Dewitt, NY, 13214 | 143462 | $146,704,435 | 444 | A percentage of AUM |
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