Retirement Saving Tips for Boomers Syracuse 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
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. David G. Walker, CFP®
(315) 425-6373
120 Madison Street
Syracuse, NY
Firm
AXA Advisors
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care

Data Provided by:
Mr. Kevin C. Riley, CFP®
(315) 422-7096
231 Walton St
Syracuse, NY
Firm
Planned Results Inc

Data Provided by:
Joel T. Redmond, CFP®
(315) 425-8602
221 S Warren St
Syracuse, NY
Firm
Key Private Bank
Areas of Specialization
General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Securities, Social Security Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Service Professionals

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

Data Provided by:
Mr. David W. Treichler, CFP®
(315) 430-3283
120 E Washington St Ste 922
Syracuse, NY
Firm
Arabella Wealth Advisors
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

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. Gary A. Grossman, CFP®
(315) 701-6304
110 W Fayette St
Syracuse, NY
Firm
Green Seifter Certified Public Accountants, PLLC

Data Provided by:
Mr. William Eichinger, CFP®
(315) 735-1500
500 Plum St
Syracuse, NY
Firm
Wells Fargo Advisors

Data Provided by:
Data Provided by: