New York > Syracuse Yellow Pages > Finance > Investment Services & Advisors

Syracuse Investment Services & Advisors

Local Businesses: 82

Alex S Joseph Associates Inc

5790 Widewaters Parkway Suite 230
Syracuse, NY 13214-1874
(315) 449-4242
Frances Joseph (President)
Categories: Financial Planning Consultants

Ameriprise Financial - -phillip F Del Nero Cfp

5870 East Taft Road
Syracuse, NY 13212
(315) 498-9450
Categories: Retirement Planning Consultants & Services, Financial Planning Consultants

Ameriprise Financial

120 East Washington Street
Syracuse, NY 13202-4000
(315) 218-5041
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

5786 Widewaters Parkway
Syracuse, NY 13214-1865
(315) 449-2715 +view more
Categories: Financial Advisory Services

Ameriprise Financial

3504 James Street
Syracuse, NY 13206-2349
(315) 449-2411 +view more
Tracy Buisch (Manager)
Categories: Financial Planning Consultants

Axa Equitable

120 Madison Street Suite 1900
Syracuse, NY 13202-2825
(315) 425-6346
Categories: Insurance Carriers, Financial Planning Consultants

Axa Equitable

1 May Avenue
Syracuse, NY 13202
(315) 477-3000
Categories: Insurance Carriers, Financial Planning Consultants

Baird-Fletcher Associates

811 North Alvord Street
Syracuse, NY 13208-2015
(315) 472-5400
Categories: Financial Planning Consultants

Baldwin Leigh & Co

120 Walton Street Suite 412
Syracuse, NY 13202-1312
(315) 475-2466
Daniel Parkin (Manager)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Blue Water Capital Management

1001 James Street
Syracuse, NY 13203-2789
(315) 438-8690
Jen Pagenally (Manager)
Categories: Investment Services & Advisors

Boyea Financial Services

620 Erie Boulevard West Suite 202
Syracuse, NY 13204-2457
(315) 487-8320
Thomas Anelli (Executive)
Categories: Bid Report Service, Financial Advisory Services

Brackens Financial Solutions Network

301 Plainfield Road
Syracuse, NY 13212-4568
(315) 350-2129
Vicki Brackens (Manager)
Products: Individual Policies, Senior Plans, Short-Term Policies, Personal Policies
Services: Auto Insurance, Boat Insurance, Commercial Services, Consultations, Disability…
Categories: Financial Planning Consultants

Bradshaw Capital Management Llc

108 West Jefferson Street
Syracuse, NY 13202-2507
(315) 299-8794
Categories: Investment Services & Advisors

Cadaret Grant

on 6800 Lincoln Center
Syracuse, NY 13202
(315) 471-2191
Categories: Financial Services, Insurance Carriers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Capital Strategy Group Ltd

on 3401 Lincoln Center
Syracuse, NY 13202
(315) 471-1547
Categories: Financial Services, Financial Advisory Services

Charles K Pike And Associates

109 North Main Street Suite 4
Syracuse, NY 13212-2174
(315) 452-0075
Charles Pike (Owner)
Categories: Tax Return Preparation, Financial Planning Consultants

Chip Coughlin & Company

892 East Brighton Avenue Suite D
Syracuse, NY 13205-2568
(315) 701-4440
Gerald Coughlin (President)
Products: Stocks, Savings Accounts, Personal Loans, Commercial Loans, Home Loans, Futures,…
Services: Accounting, Bookkeeping, Business Services, Commercial Loans, Home Loans,…
Categories: Financial Services, Financial Planning Consultants

D B & B Financial Services Llc

443 North Franklin Street
Syracuse, NY 13204-5422
(315) 471-9171
Categories: Public Accountants, Pension & Profit Sharing Plans, Retirement Planning Consultants & Services

D B & B Medical Management Services Llc

443 North Franklin Street
Syracuse, NY 13204-5422
(315) 471-9171 +view more
Carl Jr (Partner)
Categories: Public Accountants, Pension & Profit Sharing Plans, Retirement Planning Consultants & Services

Dac Planning Group

620 Erie Boulevard West
Syracuse, NY 13204-2445
(315) 234-7390
Categories: Investment Services & Advisors

David Trust Allstate

2105 West Genesee Street Suite 99
Syracuse, NY 13219-1673
(315) 488-5433 +view more
David Trust (Manager)
Categories: Fire, Marine & Casualty Insurance, Investment Services & Advisors

Dean Witter Reynolds Inc Invstmnts

Syracuse, NY 13202
(800) 755-5451
Categories: Security Investigative Services, Financial Planning Consultants

Decisive Difference Inc

2000 Teall Avenue Suite 206
Syracuse, NY 13206-1545
(315) 433-1180 +view more
Brett Baumlin (President)
Products: , Individual Retirement Account
Services: Free Quotes / Low Rates, Small Business, Restaurants, Rental Properties, Auto,…
Categories: Financial Services, Auto Insurance, Insurance Annuities, Security Brokers & Dealers

Dermody Burke & Brown Cpas Llc

443 North Franklin Street Suite 100
Syracuse, NY 13204-5424
(315) 471-9171
Categories: Public Accountants, Pension & Profit Sharing Plans, Retirement Planning Consultants & Services

Dourdas Financial

441 South Salina Street
Syracuse, NY 13202-2405
(315) 474-7438
Categories: Financial Services, Financial Advisory Services

Dusckas Advisory Group Llc

231 Salina Meadows Parkway
Syracuse, NY 13212-4559
(315) 214-3845
Nick Dusckas (Owner)
Categories: Financial Planning Consultants

Ebs Benefit Solutions Inc

344 South Warren Street
Syracuse, NY 13202-2008
(315) 671-7073 +view more
Categories: Retirement Planning Consultants & Services

Edward Jones

201 Yorkshire Boulevard
Syracuse, NY 13219-1727
(315) 488-6014
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward S Green & Associates Llc

110 West Fayette Street
Syracuse, NY 13202-1324
(315) 422-1391
Edward Green
Services: Auditing, Audits, Estate Planning, Financial Planning, Income Tax, Payroll…
Categories: Investment Services & Advisors

Fear Kevin M Associates

1900 Brewerton Road
Syracuse, NY 13211-1763
(315) 455-1482 +view more
Categories: Insurance Carriers, Security Brokers & Dealers

Fiscal Advisors & Marketing Inc

120 Walton Street Suite 600
Syracuse, NY 13202-1374
(315) 752-0052 +view more
Mark Vislosky (President)
Services: Atm Services, Bankruptcy Services, Brokerage Services, Business Services, Commercial…
Categories: Financial Advisory Services

Fiscal Fitness

112 Dewitt Street
Syracuse, NY 13203-2890
(315) 477-1906 +view more
Categories: Health Insurance, Insurance Employee Benefits, Insurance Medicare, Retirement Planning Consultants & Services, Financial Planning Consultants

Fiscal Fitness

Syracuse, NY 13202
(315) 477-0927
Products: Mutual Funds
Services: Group Benefits, Health, Dental, Vision, Life, Annuities, Mutual Funds, Medicare,…
Categories: Health Insurance, Financial Planning Consultants

Green & Seifter Investment Advisers Pllc

on 7 Lincoln Center
Syracuse, NY 13202
(315) 422-1391
Categories: Attorneys & Lawyers, Public Accountants, Financial Planning Consultants, Lawyers & Attorneys

Grimsley Don Agency

5320 West Taft Road Suite 1
Syracuse, NY 13212-2737
(315) 452-0123 +view more
Don Grimsley (Owner)
Categories: Insurance Carriers, Financial Advisory Services

Gryga Lewis & Associates

2700 Bellevue Avenue
Syracuse, NY 13219-3238
(315) 479-1703
Categories: Investment Services & Advisors

Hazard & Siegel

5790 Widewaters Parkway Suite 3
Syracuse, NY 13214-1955
(315) 414-0722
David Mullen (President)
Categories: Security Brokers & Dealers

Hazard & Siegel Advisory Services

5790 Widewaters Parkway Suite 3
Syracuse, NY 13214-1850
(315) 414-0722
Categories: Security Brokers & Dealers

J S D And Associates Inc

453 South Main Street
Syracuse, NY 13212-2948
(315) 422-1200
David Vinciguerra (Owner)
Categories: Financial Planning Consultants

Janney Montgomery Scott Llc

5784 Widewaters Parkway Suite 2
Syracuse, NY 13214-1899
(315) 445-5900 +view more
Michael Dangelo (Agent)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Jaquin Don

109 South Warren Street Suite 918
Syracuse, NY 13202-4719
(315) 479-1539
Don Jaquin
Categories: Investment Services & Advisors

Jeanneret John P

100 East Washington Street
Syracuse, NY 13202-1612
(315) 478-2770
John Jeanneret
Categories: Financial Advisory Services

Joseph Alex S Associates

5790 Widewaters Parkway Suite 230
Syracuse, NY 13214-1850
(315) 449-4242 +view more
Francis Joseph (President)
Products: Annuities
Services: Consultations, Life Insurance
Categories: Insurance Carriers, Financial Planning Consultants

Joseph Alex S Jr

5790 Widewaters Parkway Suite 230
Syracuse, NY 13214-1850
(315) 449-4242
Alex Joseph
Categories: Insurance Carriers, Financial Planning Consultants

Kurt Finkbeiner Retirement

6075 East Molloy Road Suite 20
Syracuse, NY 13211-2139
(315) 432-9890
Categories: Retirement Planning Consultants & Services

Lipe & Dalton

109 South Warren Street Suite 1107
Syracuse, NY 13202-1711
(315) 428-8585
Bill Lipe (Owner)
Categories: Investment Services & Advisors, Financial Advisory Services

Mackenzie Hughes Llp

101 South Salina Street Suite 600
Syracuse, NY 13202-1399
(315) 474-7571
James Richard (Attorney)
Products: Real Estate
Services: Plain Talk. Exceptional Expertise., Inheritance Planning
Categories: Estate And Property Attorneys & Lawyers, Immigration Attorneys & Lawyers, Investment Services & Advisors, Immigration Lawyers & Attorneys, Immigration And Naturalization Attorneys & Lawyers, Real Estate

Massachusetts Mutual Life Insurance Company

250 South Clinton Street Suite 300
Syracuse, NY 13202-1497
(315) 424-2520 +view more
Categories: Life Insurance, Pension & Profit Sharing Plans, Financial Advisory Services

Merrill Lynch

205 South Salina Street Suite 300
Syracuse, NY 13202-1349
(315) 424-0473
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Michael Roberts Associates Inc

112 Northern Concourse
Syracuse, NY 13212-4045
(315) 428-1990
Bob Dugan (President)
Categories: Financial Planning Consultants, Security Brokers & Dealers

Morgan Stanley

250 South Clinton Street Suite 500
Syracuse, NY 13202-1254
(315) 464-3300
Eric Brown (Manager)
Products: Bonds, Cds, Commodities, Defined Benefit, Iras, Money Markets, Mutual Funds,…
Services: Asset Management, Brokerage Services, Budgeting, Business Services, Charitable…
Categories: Financial Planning Consultants, Security Brokers & Dealers

Newman Ladd Capital Inc

307 South Clinton Street
Syracuse, NY 13202-1851
(315) 423-4630
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Niekras Stanley

250 South Clinton Street
Syracuse, NY 13202-1866
(315) 449-3000
Stanley Niekras
Categories: Pension & Profit Sharing Plans, Financial Advisory Services

Northeast Management Services

364 North Midler Avenue
Syracuse, NY 13206
(315) 437-8878
Florine Basile (President)
Categories: Financial Planning Consultants

Omc Financial Services Ltd

5789 Widewaters Parkway Suite 10
Syracuse, NY 13214-1855
(315) 446-8720
Cynthia Scott (Owner)
Products: Futures, International Securities, Iras, Loans, Mutual Funds
Services: Asset Management, Banking, Business Loans, Business Services, Cash Management,…
Categories: Investment Services & Advisors, Financial Advisory Services

Par Finance Corporation

101 South Salina Street
Syracuse, NY 13202-4305
(315) 476-7000
Richard Kidney (President)
Categories: Financing Personal, Financial Planning Consultants

Park Avenue Securities

723 James Street
Syracuse, NY 13203-2001
(315) 235-1200
Categories: Financial Services, Security Brokers & Dealers

Pbj Wealth Management

Syracuse, NY 13202
(315) 849-9495
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Pbj Wealth Management

109 Draper Avenue
Syracuse, NY 13219-1664
(315) 422-7495 +view more
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Peake Street Llc

210 East Fayette Street
Syracuse, NY 13202-1936
(315) 218-0234
Categories: Investment Services & Advisors

Piaker & Lyons Cpas

572 South Salina Street
Syracuse, NY 13202-3320
(315) 471-8109
Categories: Public Accountants, Financial Planning Consultants

Pinnacle Holdings

507 Plum Street Suite 120
Syracuse, NY 13204-5419
(315) 251-1101
Categories: Investments & Mutual Funds

Planned Results Inc

231 Walton Street Suite 102
Syracuse, NY 13202-1255
(315) 422-7096
Kevin Riley (Partner)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Planning Consultants

Planning Sense

500 South Salina Street Suite 1000
Syracuse, NY 13202-3382
(315) 423-7700
Donna Graber (Owner)
Categories: Investment Services & Advisors

Pricewaterhousecoopers

on 210 Lincoln Center
Syracuse, NY 13202
(315) 479-0324
Categories: Public Accountants, Financial Planning Consultants

Pricewaterhousecoopers

on 3200 Lincoln Center
Syracuse, NY 13202
(315) 474-8540
Categories: Public Accountants, Financial Planning Consultants

Prime Capital Services

620 Erie Boulevard West
Syracuse, NY 13204-2445
(315) 234-7390
Categories: Investment Services & Advisors

Rbc Wealth Management

5790 Widewaters Parkway Suite 220
Syracuse, NY 13214-1850
(315) 423-1400
D Johnson (Senior Vp)
Products: Bonds, Equities, Fixed Income Securities
Services: Brokerage Services, Consultations, Stocks, Counseling
Categories: Business Management Consultants, Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Rockbridge Investment Management

220 South Warren Street Apartment 801
Syracuse, NY 13202-1689
(315) 671-0588
Categories: Investment Services & Advisors, Financial Advisory Services

Rs Pandillo A

906 Spencer Street Suite 200
Syracuse, NY 13204-1170
(315) 422-0361
Categories: Financial Planning Consultants

Sagemark Consulting

100 Madison Street Suite 1850
Syracuse, NY 13202-2799
(315) 428-8484 +view more
Joseph Peter (Owner)
Categories: Business Management Consultants, Financial Planning Consultants

Scottrade

MORE BROKER FOR YOUR MONEY.
109 South Warren Street Lobby 7
Syracuse, NY 13202-1700
(315) 476-8082 +view more
Eric Martin (Manager)
Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…
Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Shopiro & Meyer Associates

250 South Clinton Street
Syracuse, NY 13202-1866
(315) 671-4304
Categories: Financial Planning Consultants

Sterling Capital Mgmt

104 Jamesville Road Suite 6
Syracuse, NY 13214-2245
(315) 423-9700
Jay Cartini (Vp)
Categories: Investment Services & Advisors

Strategic Financial Planning Incorporated

407 South Warren Street Suite 100
Syracuse, NY 13202-2633
(315) 425-0400
Ron Sirota (Owner)
Categories: Financial Planning Consultants

Strategic Wealth Advisors

211 West Jefferson Street Suite 22
Syracuse, NY 13202-2460
(315) 218-7348
Services: Indexes, Individual Services, Online Services, Research, Wealth Management,…
Categories: Financial Planning Consultants

The Legend Group

3532 James Street Suite 108
Syracuse, NY 13206-2751
(315) 422-5868
Products: , Equities, Individual Retirement Account
Services: Accounting, Banking, Business Services, Corporate Services, Employee Benefit…
Categories: Financial Planning Consultants

Tiaa-Cref

250 South Clinton Street Suite 310
Syracuse, NY 13202-1979
(315) 471-1618 +view more
Janice Bolton (Manager)
Categories: Financial Services, Financial Planning Consultants

Tucker-Haskins & Associates

Syracuse, NY 13202
(800) 646-6448
Categories: Investment Services & Advisors

Ubs Financial Services

440 South Warren Street Suite 601
Syracuse, NY 13202-2669
(315) 471-1700
Products: Bonds, Futures, International Securities, Iras, Loans, Mutual Funds, Stocks,…
Services: Asset Management, Banking, Brokerage Services, Business Loans, Business Services,…
Categories: Financial Services, Security Brokers & Dealers

Westminster Ira-Liberty Resources

120 Westminster Road
Syracuse, NY 13214-1821
(315) 449-0850
Categories: Retirement Planning Consultants & Services, Residential Apartments, Apartments & Buildings

Yanow Roger E Ofc

500 Plum Street
Syracuse, NY 13204-1496
(315) 474-9229
Categories: Investment Services & Advisors
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