Excelsior Wealth Partners
Investment Service
225 Wilkinson Street Syracuse, NY 13204Kevin And Matt are always just a call away if we have questions. Kevin meets with us regularly to discuss our accounts either at our home or their beautiful office. T ... more
Adirondack Investment Strategies
Investment Service
4940 Tenterden Drive Syracuse, NY 13215Retirement Income Analysts
Investment Service
892 E Brighton Ave Syracuse, NY 13205Chip and his staff have always been very professional in handling my accounts. They keep me well informed of whats happening with my investments and offer suggestions and ... more
The Carta Group
Investment Service
5790 Widewaters Parkway Suite 100B, Suite 100B Syracuse, NY 13214Wells Fargo Advisors
Investment Service
500 Plum Street Syracuse, New York 13204Empower Federal Credit Union
Investment Service
523 Erie Blvd W Syracuse, NY 13204OneGroup Retirement Advisors
Investment Service
706 N. Clinton St Syracuse, NY 13204Wilmington Trust
Investment Service
250 S. Clinton Street, 4th Floor Syracuse, New York 13202JBS Asset Management
Investment Service
100 Madison Street Suite 1230, Suite 1230 Syracuse, NY 13202Rock Ridge Wealth
Investment Service
State Tower Building 109 South Warren Street Suite 4, Suite 4 Syracuse, New York 13202Arabella Wealth Advisors
Investment Service, Investment Service
120 E Washington St Syracuse, NY 13202I have been a client of David's for many years, as have several of my family members. Over this time, David has proven to be reliable, capable, and dedicated. I am grat ... more
Iris Monarch, MBA - Morgan Stanley
Investment Service
250 S Clinton St Ste 500 Syracuse, New York 13202This is iris Monarchs 6 year old daughter (I do not have a phone so I am using my mom's) and I think my mom is great!!!
The Chukueke Group
Investment Service
Adirondack Capital Advisors
Investment Service
528 Plum St #200 Syracuse, NY 13204Strategic Financial Services
Investment Service, Financial Consultant, Investment Service
5788 Widewaters Pkwy Syracuse, NY 13214These guys truly care and help you understand how to best invest and grow your finances. Great people, even better services!
David Schnall - Prudential Financial
Investment Service, Financial Consultant, Life Insurance Agency
5786 Widewaters Pkwy Syracuse, NY 13214Have dealt with David Schnall at Prudential for the last several years with our company profit sharing plan. Extremely knowledgeable regarding investing and wealth growt ... more
Stifel
Investment Service
5784 Widewaters Pkwy Syracuse, NY 13214Jim Harris - Morgan Stanley
Investment Service
250 S Clinton St Ste 500 Syracuse, New York 13202Avoid at all costs. This "advisor" invested my money in high fee (~1% or higher) funds, often with additional fees like front load and 12-b-1 fees, on top of his manageme ... more
Noory Hwang - Prudential Financial
Investment Service, Financial Consultant, Life Insurance Agency
5786 Widewaters Pkwy Syracuse, NY 13214A few years ago, when the company my husband worked for, for nearly 30 years, went under and we had to roll our 401K, we used a Prudential Agent. He was extremely knowled ... more
Merrill Lynch Wealth Management
Investment Service, Financial Planner, Investment Service
205 S Salina St #300 Syracuse, NY 13202Quinn Shamlian - RBC Wealth Management Financial Advisor
Investment Service
5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214J.Daniel Pluff - RBC Wealth Management Financial Advisor
Investment Service
5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214The Shamlian Group
Investment Service
5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214Wes Johnson & Marcia Irvin Wealth Solutions Team
Investment Service
5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214Austin McIntosh - Wilmington Advisors @ M&T
Investment Service
4726 Onondaga Blvd Syracuse, NY 13219Chad N. Germain - Wilmington Advisors @ M&T
Investment Service
3640 E James St Syracuse, NY 13206John Shamlian - RBC Wealth Management Financial Advisor
Investment Service
5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214The Corona Group - Morgan Stanley
Financial Consultant, Investment Service
250 S Clinton St Ste 500 Syracuse, NY 13202Charles Schwab
Investment Service
5788 Widewaters Pkwy Ste D8 Syracuse, NY 13214Close my 20 year old account with no reason.
Gary Anastasio - Financial Advisor, Ameriprise Financial Services, LLC
Investment Service, Financial Consultant, Investment Service
5786 Widewaters Pkwy Syracuse, New York 13214The Harris Group - Morgan Stanley
Investment Service, Investment Service
250 S Clinton St Ste 500 Syracuse, NY 13202Lisa McKenney - RBC Wealth Management Financial Advisor
Investment Service
5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214MassMutual New York State - New York State Satellite
Financial Planner, Insurance Agency, Investment Service
250 S Clinton Street, Suite 300 Syracuse, NY 13202I asked them to remove me from their mailing list. I was harassed by Karen for 6/7 more emails. I had to take it to her boss, who was sarcastic about it and blamed it on ... more
Solvay Glass
Investment Service
735 Erie Blvd W Syracuse, NY 13204They are horrible! Never return calls, shoddy, and slow work. They are also way overpriced!Do yourself a favor and run away from this company!
PremierFx24
Investment Service
311 Hiawatha Blvd W Syracuse, NY 13204Daniel Szmyrko - Prudential Financial
Investment Service
5786 Widewaters Pkwy Syracuse, NY 13214The Will and Lobo Wealth Management Group
Investment Service, Investment Service
5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214Pinnacle Investments, LLC. The Sedgwick Group
Investment Service, Insurance Agency, Investment Service
531 Oak St Syracuse, NY 13203Amateur financial company that doesnt care to respond to their clients/customers.