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® is a financial advisor at Farther, based in East Syracuse, New York. He specializes in estate planning and holds the Certified Financial Planner credential.
View detailsEast Syracuse, New York
Insurance-Based
Northwestern Mutual in East Syracuse provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and conducts business in English. Contact the office directly for information on fee structures and advisor credentials.
View detailsEast Syracuse, New York
Insurance-Based
Tim Shields at Northwestern Mutual in East Syracuse, New York provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning as part of a Northwestern Mutual practice.
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.