Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Syracuse, New York
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Syracuse, New York
Last Updated - April 19, 2024Syracuse has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Syracuse, New York have an average of 22 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Syracuse, New York
VERIFIEDExcelsior Wealth Partners
CFP®, CLU®
Qualifications
CRD# 4199324
Firm CRD# NA
Series 6, 7, 26, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDGregory Jennings
OMC Financial Services, Ltd.
Qualifications
CRD# 2169365
Firm CRD# 110528
Series 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRichard Dougherty
CFP®, AIF®
Echelon Wealth Advisors, LLC
Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning.
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Syracuse, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | J.W.BURNS & COMPANY, INC. 5789 Widewaters Parkway, Dewitt, NY, 13214 | $701,205,562 | 1245 | 9 | A Percentage of AUM |
| 2 | HAZARD & SIEGEL ADVISORY SERVICES LLC 5793 Widewaters Parkway, Dewitt, NY, 13214 | $286,856,073 | 285 | 28 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR FEES) |
| 3 | OMC FINANCIAL SERVICES LTD 5789 Widewaters Parkway, Dewitt, NY, 13214 | $183,818,575 | 540 | 7 | A Percentage of AUM, Hourly charges |
| 4 | R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS 5784 Widewaters Parkway, First Floor Dewitt, NY, 13214 | $116,473,058 | 410 | 5 | A Percentage of AUM |
Information on Top Retirement Planning firms in Syracuse, New York
QualificationsFirm CRD# 107835
Assets Under Management $701,205,562
No. Of Clients1245
Clients Per Financial Advisor138
J.W.BURNS & COMPANY, INC. is a financial advisory firm situated in Dewitt, New York. With a nearly $701M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1245 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 151462
Assets Under Management $286,856,073
No. Of Clients285
Clients Per Financial Advisor10
HAZARD & SIEGEL ADVISORY SERVICES LLC is a financial advisory firm situated in Dewitt, New York. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 285 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (SOLICITOR FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 110528
Assets Under Management $183,818,575
No. Of Clients540
Clients Per Financial Advisor77
OMC FINANCIAL SERVICES LTD is a financial advisory firm situated in Dewitt, New York. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 540 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 143462
Assets Under Management $116,473,058
No. Of Clients410
Clients Per Financial Advisor82
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS is a financial advisory firm situated in Dewitt, New York. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 410 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Buffalo, New York
- Retirement Planners in Burnt Hills, New York
- Retirement Planners in Garden City, New York
- Retirement Planners in Hawthorne, New York
- Retirement Planners in Latham, New York
- Retirement Planners in New York, New York
- Retirement Planners in Pittsford, New York
- Retirement Planners in Port Chester, New York
- Retirement Planners in Rochester, New York
- Retirement Planners in Slingerlands, New York
- Retirement Planners in Syracuse, New York
Looking for more choices? Use our free match service to compare retirement planners serving your area.