Personal Financial Planning Tips Syracuse NY
Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.
Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY 13202
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Mr. Kevin Riley, CFP®
(315)422-7096
231 Walton St
Syracuse, NY
Mr. Kevin Riley, CFP®
(315)422-7096
231 Walton St
Syracuse, NY 13202
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Kim Michalak, CFP®
(315)474-9243
500 Plum St
Syracuse, NY
Mr. Kim Michalak, CFP®
(315)474-9243
500 Plum St
Syracuse, NY 13204
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Richard La Voie, CFP®
315-425-6370
120 Madison st. Ste 1900
Syracuse, NY
Richard La Voie, CFP®
315-425-6370
120 Madison st. Ste 1900
Syracuse, NY 13202
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Ms. Teresa Marriner, CFP®
(315)422-7096
231 Walton St
Syracuse, NY
Ms. Teresa Marriner, CFP®
(315)422-7096
231 Walton St
Syracuse, NY 13202
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Natasha Ellison, CFP®
315-424-4062
204 Elsner St
Syracuse, NY
Natasha Ellison, CFP®
315-424-4062
204 Elsner St
Syracuse, NY 13203
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mrs. Robin Roberts, CFP®
(315)422-7096
231 Walton Street, Ste 102
Syracuse, NY
Mrs. Robin Roberts, CFP®
(315)422-7096
231 Walton Street, Ste 102
Syracuse, NY 13202
Firm
Planned Results, Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Gary Kolodziejczyk Sr., CFP®
(315)430-4031
580 S Salina St
Syracuse, NY
Mr. Gary Kolodziejczyk Sr., CFP®
(315)430-4031
580 S Salina St
Syracuse, NY 13202
Firm
Bonadio Financial Services
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Brent Schleicher, CFP®
315-425-6337
120 Madison St Ste 1900
Syracuse, NY
Mr. Brent Schleicher, CFP®
315-425-6337
120 Madison St Ste 1900
Syracuse, NY 13202
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Anthony Farella, CFP®
315-682-1813
101 S Salina St Ste 400
Syracuse, NY
Mr. Anthony Farella, CFP®
315-682-1813
101 S Salina St Ste 400
Syracuse, NY 13202
Firm
Rockbridge Investment Management
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
As you pursue your business objectives, it’s important to set and maintain personal financial goals—to make your money work for you as hard as you work for it! The reason most people don’t save enough or invest enough is that they have no idea what’s coming in—and how it’s fl owing out. Cash slips through their fingers. Multiple credit card statements make it tough to track spending. And somehow the money is gone!
Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.
Here are some of my favorite technology tools that offer help with tasks ranging from daily money management to financial planning and investing.
Daily Basics
Pay bills online. Go to your bank’s Web site to sign up, if you aren't paying bills online already. It's easy, usually free and much safer than paper checks. You can make all sorts of payments—whether a credit card bill or your mortgage or the money you owe a friend. Most payments are made by electronic transfer, but the bank’s computer will print and mail a paper check if the recipient is not a business.
Click here to read the rest of the article at SuccessMagazine.com