Investing Tips Syracuse NY

Good investing can bring peace of mind, security and the lifestyle you and your family want to live. On the other hand, poor investing or not investing can cause a lot of personal and family stress.

Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. John J. Kenney, CFP®
(315) 671-1831
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Uri Doolittle V, CFP®
(315) 214-2727
432 N Franklin St Ste 60
Syracuse, NY
Firm
The Doolittle Financial Network

Data Provided by:
Mr. Shane M. Mccrohan, CFP®
(315) 471-8111
507 Plum St
Syracuse, NY
Firm
Scolaro Shulman Cohen Fetter & Burstein, P.C.
Areas of Specialization
Elder Care, Estate Planning, Tax Planning

Data Provided by:
Mr. Scott D Johnston, CFP®
(315) 448-3333
250 S Clinton St Ste 500
Syracuse, NY
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Peter L. Derrenbacker, CFP®
(315) 434-8800
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual Financial

Data Provided by:
Mr. Kim C. Michalak, CFP®
(315) 474-9243
500 Plum St
Syracuse, NY
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Richard P. Jenkins, CFP®
(315) 472-6221
100 Madison St
Syracuse, NY
Firm
Diversified Capital Management

Data Provided by:
Mr. Thomas F. Baker, CFP®
(315) 849-9494
126 N Salina Sreet
Syracuse, NY
Firm
PBJ Wealth Management, LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Karl Jacob, CFP®
(315) 472-9127
221 S Warren St
Syracuse, NY
Firm
Dannible & McKee, LLP
Areas of Specialization
Business Succession Planning, Divorce Issues, Education Planning, Estate Planning, Retirement Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided by:
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Investing Tips

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User Image By TopTenReviews Contributor

A financial advisor and friend once told me, ”It doesn’t matter how good of job someone has, if they want to acquire wealth in this life, at some point they are going to have to invest in something.” Investing is something most people will do during their lifetime. They may invest in real estate, life insurance, stocks, bonds, mutual funds or a simple 401K.

Good investing can bring peace of mind, security and the lifestyle you and your family want to live. On the other hand, poor investing or not investing can cause a lot of personal and family stress. Here are a few basic ideas and tips for someone just beginning his or her portfolio:

Start Young

Albert Einstein supposedly called compound interest “the eighth wonder of the world.” The younger you start investing, the less you will have to invest to enjoy the same yield. For example, suppose you have a retirement goal of $500,000 and you want to retire at age 65. (For this example, we’ll use an average return of 6%)

If you start investing at age 35, you will have to invest $498 each month for 30 years for a total of $179,191 to reach you goal. However if you begin to invest at age 55, you will have to invest $3,051 each month, or a total of $366,123 to reach your retirement goal. Money invested while you are young yields a much higher return.

Read the complete article at TopTenReviews.com