3 advisors with offices in East Syracuse. Credentials, fee structures, and minimums are disclosed on each listing.
East Syracuse, New York
Bill Zaika, Sr., CFP® - Financial Advisor at Farther is an investment advisory firm in East Syracuse, New York. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office is open five days a week.
View detailsEast Syracuse, New York
Insurance-Based
Northwestern Mutual is an insurance-based firm in East Syracuse, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office is open five days a week. It holds a 4.5-star rating from 2 Google reviews.
View detailsEast Syracuse, New York
Insurance-Based
Tim Shields - Northwestern Mutual is an insurance-based firm in East Syracuse, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsAdvisors serving East Syracuse specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.