Syracuse, NY Investment Service

( 8 Reviews )
Excelsior Wealth Partners Logo

Excelsior Wealth Partners

Investment Service

225 Wilkinson Street Syracuse, NY 13204
Julie Russo

Kevin 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

( 1 Reviews )
Adirondack Investment Strategies Logo

Adirondack Investment Strategies

Investment Service

4940 Tenterden Drive Syracuse, NY 13215
( 3 Reviews )
Retirement Income Analysts Logo

Retirement Income Analysts

Investment Service

892 E Brighton Ave Syracuse, NY 13205
Holly Cornwell

Chip 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

( 1 Reviews )
The Carta Group Logo

The Carta Group

Investment Service

5790 Widewaters Parkway Suite 100B, Suite 100B Syracuse, NY 13214
( 3 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

500 Plum Street Syracuse, New York 13204
( 0 Reviews )
Empower Federal Credit Union Logo

Empower Federal Credit Union

Investment Service

523 Erie Blvd W Syracuse, NY 13204
( 0 Reviews )
OneGroup Retirement Advisors Logo

OneGroup Retirement Advisors

Investment Service

706 N. Clinton St Syracuse, NY 13204
( 0 Reviews )
Wilmington Trust Logo

Wilmington Trust

Investment Service

250 S. Clinton Street, 4th Floor Syracuse, New York 13202
( 0 Reviews )
JBS Asset Management Logo

JBS Asset Management

Investment Service

100 Madison Street Suite 1230, Suite 1230 Syracuse, NY 13202
( 0 Reviews )
Rock Ridge Wealth Logo

Rock Ridge Wealth

Investment Service

State Tower Building 109 South Warren Street Suite 4, Suite 4 Syracuse, New York 13202
( 12 Reviews )
Arabella Wealth Advisors Logo

Arabella Wealth Advisors

Investment Service, Investment Service

120 E Washington St Syracuse, NY 13202
C B

I 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

( 4 Reviews )
Iris Monarch, MBA - Morgan Stanley Logo

Iris Monarch, MBA - Morgan Stanley

Investment Service

250 S Clinton St Ste 500 Syracuse, New York 13202
Iris Monarch

This 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!!!

( 0 Reviews )
The Chukueke Group Logo

The Chukueke Group

Investment Service

( 1 Reviews )
Adirondack Capital Advisors Logo

Adirondack Capital Advisors

Investment Service

528 Plum St #200 Syracuse, NY 13204
( 1 Reviews )
Strategic Financial Services Logo

Strategic Financial Services

Investment Service, Financial Consultant, Investment Service

5788 Widewaters Pkwy Syracuse, NY 13214
Marco Primerano

These guys truly care and help you understand how to best invest and grow your finances. Great people, even better services!

( 1 Reviews )
David Schnall - Prudential Financial Logo

David Schnall - Prudential Financial

Investment Service, Financial Consultant, Life Insurance Agency

5786 Widewaters Pkwy Syracuse, NY 13214
Victoria Fox

Have 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

( 1 Reviews )
Stifel Logo

Stifel

Investment Service

5784 Widewaters Pkwy Syracuse, NY 13214
( 1 Reviews )
Jim Harris - Morgan Stanley Logo

Jim Harris - Morgan Stanley

Investment Service

250 S Clinton St Ste 500 Syracuse, New York 13202
Jon Greenfield

Avoid 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

( 4 Reviews )
Noory Hwang - Prudential Financial Logo

Noory Hwang - Prudential Financial

Investment Service, Financial Consultant, Life Insurance Agency

5786 Widewaters Pkwy Syracuse, NY 13214
Brenda Dann

A 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

( 1 Reviews )
Merrill Lynch Wealth Management Logo

Merrill Lynch Wealth Management

Investment Service, Financial Planner, Investment Service

205 S Salina St #300 Syracuse, NY 13202
( 0 Reviews )
Quinn Shamlian - RBC Wealth Management Financial Advisor Logo

Quinn Shamlian - RBC Wealth Management Financial Advisor

Investment Service

5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214
( 0 Reviews )
J.Daniel Pluff - RBC Wealth Management Financial Advisor Logo

J.Daniel Pluff - RBC Wealth Management Financial Advisor

Investment Service

5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214
( 0 Reviews )
The Shamlian Group Logo

The Shamlian Group

Investment Service

5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214
( 0 Reviews )
Wes Johnson & Marcia Irvin Wealth Solutions Team Logo

Wes Johnson & Marcia Irvin Wealth Solutions Team

Investment Service

5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214
( 0 Reviews )
Austin McIntosh - Wilmington Advisors @ M&T Logo

Austin McIntosh - Wilmington Advisors @ M&T

Investment Service

4726 Onondaga Blvd Syracuse, NY 13219
( 0 Reviews )
Chad N. Germain - Wilmington Advisors @ M&T Logo

Chad N. Germain - Wilmington Advisors @ M&T

Investment Service

3640 E James St Syracuse, NY 13206
( 0 Reviews )
John Shamlian - RBC Wealth Management Financial Advisor Logo

John Shamlian - RBC Wealth Management Financial Advisor

Investment Service

5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214
( 0 Reviews )
The Corona Group - Morgan Stanley Logo

The Corona Group - Morgan Stanley

Financial Consultant, Investment Service

250 S Clinton St Ste 500 Syracuse, NY 13202
( 3 Reviews )
Charles Schwab Logo

Charles Schwab

Investment Service

5788 Widewaters Pkwy Ste D8 Syracuse, NY 13214
Michael Cauchy

Close my 20 year old account with no reason.

( 0 Reviews )
Gary Anastasio - Financial Advisor, Ameriprise Financial Services, LLC Logo

Gary Anastasio - Financial Advisor, Ameriprise Financial Services, LLC

Investment Service, Financial Consultant, Investment Service

5786 Widewaters Pkwy Syracuse, New York 13214
( 0 Reviews )
The Harris Group - Morgan Stanley Logo

The Harris Group - Morgan Stanley

Investment Service, Investment Service

250 S Clinton St Ste 500 Syracuse, NY 13202
( 0 Reviews )
Lisa McKenney - RBC Wealth Management Financial Advisor Logo

Lisa McKenney - RBC Wealth Management Financial Advisor

Investment Service

5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214
( 2 Reviews )
MassMutual New York State - New York State Satellite Logo

MassMutual New York State - New York State Satellite

Financial Planner, Insurance Agency, Investment Service

250 S Clinton Street, Suite 300 Syracuse, NY 13202
Susan K.

I 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

( 2 Reviews )
Solvay Glass Logo

Solvay Glass

Investment Service

735 Erie Blvd W Syracuse, NY 13204
Dave B.

They are horrible!  Never return calls, shoddy, and slow work.  They are also way overpriced!Do yourself a favor and run away from this company!

( 0 Reviews )
PremierFx24 Logo

PremierFx24

Investment Service

311 Hiawatha Blvd W Syracuse, NY 13204
( 0 Reviews )
Daniel Szmyrko - Prudential Financial Logo

Daniel Szmyrko - Prudential Financial

Investment Service

5786 Widewaters Pkwy Syracuse, NY 13214
( 0 Reviews )
The Will and Lobo Wealth Management Group Logo

The Will and Lobo Wealth Management Group

Investment Service, Investment Service

5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214
( 1 Reviews )
Pinnacle Investments, LLC. The Sedgwick Group Logo

Pinnacle Investments, LLC. The Sedgwick Group

Investment Service, Insurance Agency, Investment Service

531 Oak St Syracuse, NY 13203
CJ

Amateur financial company that doesnt care to respond to their clients/customers.

( 0 Reviews )
Marcia Irvin - RBC Wealth Management Financial Advisor Logo

Marcia Irvin - RBC Wealth Management Financial Advisor

Financial Planner, Investment Service, Financial Consultant

5786 Widewaters Pkwy Suite 2 Syracuse, NY 13214
( 0 Reviews )
Christian Lord - Morgan Stanley Logo

Christian Lord - Morgan Stanley

Investment Service

250 S Clinton St Ste 500 Syracuse, New York 13202
( 0 Reviews )
Patricia R Black - Morgan Stanley Logo

Patricia R Black - Morgan Stanley

Investment Service

250 S Clinton St Ste 500 Syracuse, New York 13202
( 0 Reviews )
Matthew E Frechette - Morgan Stanley Logo

Matthew E Frechette - Morgan Stanley

Investment Service

250 S Clinton St Ste 500 Syracuse, New York 13202
( 0 Reviews )
The Liberty Group - Morgan Stanley Logo

The Liberty Group - Morgan Stanley

Investment Service

250 S Clinton St Ste 500 Syracuse, New York 13202
( 0 Reviews )
The Johnston Group - Morgan Stanley Logo

The Johnston Group - Morgan Stanley

Investment Service

250 S Clinton St Ste 500 Syracuse, New York 13202
( 0 Reviews )
William Soden - Prudential Financial Logo

William Soden - Prudential Financial

Investment Service, Financial Consultant, Life Insurance Agency

5786 Widewaters Pkwy Syracuse, NY 13214
( 0 Reviews )
Benjamin Minard - Prudential Financial Logo

Benjamin Minard - Prudential Financial

Investment Service, Financial Consultant, Life Insurance Agency

5786 Widewaters Pkwy Syracuse, NY 13214
( 0 Reviews )
Tracy Buisch - Associate Financial Advisor, Ameriprise Financial Services, LLC Logo

Tracy Buisch - Associate Financial Advisor, Ameriprise Financial Services, LLC

Investment Service, Financial Consultant, Investment Service

3504 James St Syracuse, NY 13206
( 0 Reviews )
Disciplined Capital Management Logo

Disciplined Capital Management

Financial Planner, Investment Service

220 S Warren St 10th Floor Syracuse, NY 13202
( 0 Reviews )
Dakota Wealth Management Logo

Dakota Wealth Management

Investment Service

432 N Franklin St #80 Syracuse, NY 13204
( 0 Reviews )
Heritage Financial Partners Logo

Heritage Financial Partners

Financial Planner, Investment Service

333 W Washington St #220 Syracuse, NY 13202
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