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Find The Best Financial Advisors in Syracuse, New York

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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

How To Find The Best Financial Advisors in Syracuse, New York
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 10 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.

List of Qualified Financial Advisors in Syracuse, New York

Excelsior Wealth Partners

315-527-3590

Address

225 Wilkinson St,
Syracuse, NY 13204 See Details

Gregory Jennings

OMC Financial Services, Ltd.

315-446-8720

Address

5789 Widewaters Parkway,
Dewitt, NY 13214 See Details

Richard Dougherty

Echelon Wealth Advisors, LLC

585-381-1861

Address

1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534 See Details

Top Financial Advisor Firms in Syracuse, New York (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CADARET GRANT & CO INC 100 Madison Street, Suite 1300 Syracuse, NY, 13202	10641	$6,873,332,863	25405	A percentage of AUM, Hourly charges, Fixed fees
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC 220 South Warren Street, 9th Floor Syracuse, NY, 13202	115754	$1,485,188,276	3887	A percentage of AUM, Hourly charges, Fixed fees
PASSIVE CAPITAL MANAGEMENT, LLC Salina Place, 205 S. Salina Street, Suite 403 Syracuse, NY, 13202	142870	$863,711,585	368	A percentage of AUM
LIPE & DALTON INVESTMENT COUNSEL 103 E. Water Street, Suite 305 Syracuse, NY, 13202	132737	$653,951,923	357	A percentage of AUM
EVEREST CONSULTANTS, LLC 443 North Franklin Street, Suite 210 Syracuse, NY, 13204	128474	$549,915,491	1787	A percentage of AUM, Other (REFERRAL FEE, CONSULTING FEE)
RIALTO WEALTH MANAGEMENT 126 N Salina St., Suite 404 Syracuse, NY, 13202	319411	$403,683,000	738	A percentage of AUM, Hourly charges, Fixed fees
PARKWOODS WEALTH PARTNERS, LLC 125 East Jefferson Street,, Suite 920 Syracuse, NY, 13202	331565	$403,489,904	731	A percentage of AUM
ADIRONDACK CAPITAL ADVISORS, LLC 528 Plum Street, Suite 200 Syracuse, NY, 13204	133305	$285,310,100	978	A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISER FEES)
ARMORY CAPITAL MANAGEMENT, LLC 110 West Fayette Street, Suite 900 Syracuse, NY, 13202	149008	$119,308,091	301	A percentage of AUM
ONEGROUP WEALTH PARTNERS, INC. 5790 Widewaters Parkway, Syracuse, NY, 13214	306971	$92,850,216	287	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Syracuse, New York

How To Find The Best Financial Advisors in Syracuse, New YorkLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Syracuse, New York

Excelsior Wealth Partners

Address

Gregory Jennings

OMC Financial Services, Ltd.

Address

Richard Dougherty

Echelon Wealth Advisors, LLC

Address

Top Financial Advisor Firms in Syracuse, New York (Ranked by AUM)

Select other cities around Syracuse, New York to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Syracuse, New York
Last Updated - 13-Jun-2023

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It's Fast, Free & Easy