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Find Retirement Advisors for Retirement Planning in East Syracuse, New York

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 25, 2025

East Syracuse has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 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

VERIFIED

Gregory Jennings
OMC Financial Services, Ltd.

Qualifications
CRD# 2169365
Firm CRD# 110528
Series 6, 7, 63, 66

Minimum Assets Required
$100,000

Address

5789 Widewaters Parkway,
Dewitt, NY 13214 See Details

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

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VERIFIED

Excelsior Wealth Partners
CFP^®, CLU^®

Qualifications
CRD# 4199324
Firm CRD# NA
Series 6, 7, 26, 63, 65

Minimum Assets Required
$100,000

Address

225 Wilkinson St,
Syracuse, NY 13204 See Details

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

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VERIFIED

Richard Dougherty
CFP^®, AIF^®
Echelon Wealth Advisors, LLC

Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$250,000

Address

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

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

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Top 5 Retirement Planning firms in East Syracuse, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	5845 Widewaters Pkwy, Ste 300 East Syracuse, NY, 13057	$1,069,846,994	2938	61	A percentage of AUM, Hourly charges, Other (EDUCATIONAL WORKSHOPS)
2	6320 Fly Road, Suite 205, East Syracuse, NY, 13057	$260,386,551	546	2	A percentage of AUM, Fixed fees
3	5845 Widewaters Parkway, Suite 300 East Syracuse, NY, 13057	$253,625,577	490	5	A percentage of AUM
4	6390 Fly Road, 2nd Floor East Syracuse, NY, 13057	$142,150,840	405	2	A percentage of AUM, Hourly charges, Fixed fees
5	5845 Widewaters Pkwy, Ste 300 East Syracuse, NY, 13057	$460,642	1	2	A percentage of AUM

Information on Top Retirement Planning firms in East Syracuse, New York

PINNACLE INVESTMENTS, LLC

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QualificationsFirm CRD# 142910

Assets Under Management $1,069,846,994

No. Of Clients2938

Clients Per Financial Advisor48

PINNACLE INVESTMENTS, LLC is a financial advisory firm situated in East Syracuse, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2938 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 services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

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CARSWELL INVESTMENTS, LLC

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QualificationsFirm CRD# 158205

Assets Under Management $260,386,551

No. Of Clients546

Clients Per Financial Advisor273

CARSWELL INVESTMENTS, LLC is a financial advisory firm situated in East Syracuse, New York. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 546 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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PINNACLE CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 141661

Assets Under Management $253,625,577

No. Of Clients490

Clients Per Financial Advisor98

PINNACLE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in East Syracuse, New York. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 490 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

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops
Other (403B RETIREMENT PLANS)

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BPC ADVISORS LLC

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QualificationsFirm CRD# 284429

Assets Under Management $142,150,840

No. Of Clients405

Clients Per Financial Advisor203

BPC ADVISORS LLC is a financial advisory firm situated in East Syracuse, New York. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 405 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 services
Portfolio management for individuals and/or small businesses

View Full Profile

PINNACLE ADVISORS LLC

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QualificationsFirm CRD# 107275

Assets Under Management $460,642

No. Of Clients1

Clients Per Financial Advisor1

PINNACLE ADVISORS LLC is a financial advisory firm situated in East Syracuse, New York. With a nearly $461K 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 companies
Portfolio management for pooled investment vehicles

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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