Syracuse Financial Planners

SYRACUSE, NY

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on Syracuse Financial Planners

"... they were top notch. they were not pressure sales person. they were not the typical car sales people, where if i walk into a car dealership there was nothing but pressure from the time i get there to the time i leave. this place was nothing like that...."

"... a mercedes. they are very good and they always go above and beyond...."

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Syracuse Financial Advising Articles

8 retirement investment planning missteps to avoid

Some classic missteps in financial planning plague retirees. Calling them “mistakes” may be a bit harsh, yet whether they result from ignorance or fate, we need to be aware of them as we plan for retirement.

How to choose the right financial planner

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Before you hire a financial planner, be sure you know what you want to achieve. Take the time to interview potential candidates, know how they’re paid, check their credentials and get and check references.

Why hire a financial planner?

A financial planner can help you examine the realities and possibilities of retirement, no matter whether you're self-employed, work for an employer, have retirement benefits or are on your own.

Don't get buried by funeral planning scams

The average funeral costs more than $4,000 - avoid costly mistakes and make sure your final investment is sound.

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Syracuse Financial Planners Reviews

"... professional, has high integrity, and is extremely thorough. he has a memory like a steel trap and keeps up with all the changes with the tax code. in the odd chance that he doesn't know something, he has no trouble finding out. he is reasonable..."