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Find Retirement Advisors for Retirement Planning in East 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 East Syracuse, New York
Last Updated - April 18, 2024East Syracuse has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in East Syracuse, New York have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in East Syracuse, New York
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
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
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
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Top 6 Retirement Planning firms in East Syracuse, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PINNACLE INVESTMENTS, LLC 5845 Widewaters Pkwy, Ste 300 East Syracuse, NY, 13057 | $848,392,653 | 2670 | 61 | A Percentage of AUM, Hourly charges, Other (EDUCATIONAL WORKSHOPS) |
| 2 | PINNACLE CAPITAL MANAGEMENT, LLC 5845 Widewaters Parkway, Suite 300 East Syracuse, NY, 13057 | $229,569,542 | 413 | 6 | A Percentage of AUM |
| 3 | CARSWELL INVESTMENTS, LLC 6320 Fly Road, Suite 205, East Syracuse, NY, 13057 | $227,637,173 | 525 | 2 | A Percentage of AUM, Fixed Fees |
| 4 | BPC ADVISORS LLC 6390 Fly Road, 2nd Floor East Syracuse, NY, 13057 | $126,125,116 | 393 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | CONFIDENTIAL PLANNING I, LLC 5845 Widewaters Parkway, Suite 300 East Syracuse, NY, 13057 | $53,750,000 | 17 | 9 | A Percentage of AUM |
| 6 | PINNACLE ADVISORS LLC 5845 Widewaters Pkwy, Ste 300 East Syracuse, NY, 13057 | $529,368 | 1 | 2 | A Percentage of AUM |
Information on Top Retirement Planning firms in East Syracuse, New York
QualificationsFirm CRD# 142910
Assets Under Management $848,392,653
No. Of Clients2670
Clients Per Financial Advisor44
PINNACLE INVESTMENTS, LLC is a financial advisory firm situated in East Syracuse, New York. With a nearly $848M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2670 clients. The team consists of 61 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Other (EDUCATIONAL WORKSHOPS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 141661
Assets Under Management $229,569,542
No. Of Clients413
Clients Per Financial Advisor69
PINNACLE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in East Syracuse, New York. With a nearly $230M assets under management, the firm specializes in crafting personalized retirement planning solutions for 413 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 158205
Assets Under Management $227,637,173
No. Of Clients525
Clients Per Financial Advisor263
CARSWELL INVESTMENTS, LLC is a financial advisory firm situated in East Syracuse, New York. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 525 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 284429
Assets Under Management $126,125,116
No. Of Clients393
Clients Per Financial Advisor197
BPC ADVISORS LLC is a financial advisory firm situated in East Syracuse, New York. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 393 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 145807
Assets Under Management $53,750,000
No. Of Clients17
Clients Per Financial Advisor2
CONFIDENTIAL PLANNING I, LLC is a financial advisory firm situated in East Syracuse, New York. With a nearly $54M assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 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
QualificationsFirm CRD# 107275
Assets Under Management $529,368
No. Of Clients1
Clients Per Financial Advisor1
PINNACLE ADVISORS LLC is a financial advisory firm situated in East Syracuse, New York. With a nearly $529K assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
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Looking for more choices? Use our free match service to compare retirement planners serving your area.