Retirement Saving Tips for Boomers Manlius NY
According to financial experts, 80 percent of America's Baby Boomers lack sufficient assets to maintain their current standard of living through retirement. And with almost 3 million Boomers turning 60 this year, the milestone signifies that Boomers are nearing retirement age-a step most Boomers won't financially be able to make.
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. Matthew Dauksza, CFP®
(315)446-1515 (7408)
7814 Rolling Ridge Dr
Manlius, NY
Mr. Matthew Dauksza, CFP®
(315)446-1515 (7408)
7814 Rolling Ridge Dr
Manlius, NY 13104
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Mark Nardella, CFP®
(315)530-7458
2871 Estey Rd
Manlius, NY
Mr. Mark Nardella, CFP®
(315)530-7458
2871 Estey Rd
Manlius, NY 13104
Firm
Valic Financial Advisors, Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Neil Hoyt, CFP®
315-682-1073
503 E Seneca St
Manlius, NY
Mr. Neil Hoyt, CFP®
315-682-1073
503 E Seneca St
Manlius, NY 13104
Firm
Michael Roberts Associates Inc
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Richard Jenkins, CFP®
(315)637-7515
103 Old Powder Mill Rd
Fayetteville, NY
Mr. Richard Jenkins, CFP®
(315)637-7515
103 Old Powder Mill Rd
Fayetteville, NY 13066
Firm
Diversified Capital Management
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Harvey Koenig, CFP®
(315)637-4780
134 Stanwood Ln
Manlius, NY
Mr. Harvey Koenig, CFP®
(315)637-4780
134 Stanwood Ln
Manlius, NY 13104
Firm
Koenig & Selzer Asset Management Group
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Charles Darrow, CFP®
315-682-8118
108 Marangale Rd
Manlius, NY
Mr. Charles Darrow, CFP®
315-682-8118
108 Marangale Rd
Manlius, NY 13104
Firm
The Lexington Financial Group
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Theodore Sarenski, CFP®
(315)471-2672
8397 Prestwick Drive
Manlius, NY
Mr. Theodore Sarenski, CFP®
(315)471-2672
8397 Prestwick Drive
Manlius, NY 13104
Firm
Blue Ocean Strategic Capital, LLC
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Raymond Grimaldi, CFP®
315-637-3283
8117 Salt Springs Rd
Manlius, NY
Mr. Raymond Grimaldi, CFP®
315-637-3283
8117 Salt Springs Rd
Manlius, NY 13104
Firm
GRIMALDI & NELKIN CPAs, P.L.L.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. David Furman, CFP®
315-637-9364
303 Mott Rd
Fayetteville, NY
Mr. David Furman, CFP®
315-637-9364
303 Mott Rd
Fayetteville, NY 13066
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
