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 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. Cole Henderson, CFP®
(315) 448-3325
250 South Clinton Street
Syracuse, NY
Firm
Smith Barney

Data Provided by:
Ms. Gail E. Gardner, CFP®
1511 Westmoreland Ave
Syracuse, NY
Firm
Blue Ocean Strategic Capital, LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $500,001 - $1,000,000



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

Data Provided by:
Mr. Raymond V. Grimaldi, CFP®
(315) 476-4004
432 N Franklin St Ste 60
Syracuse, NY
Firm
GRIMALDI & NELKIN CPAs, P.L.L.
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

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. Patrick Eugene Rohe, CFP®
(315) 671-0588
101 S Salina St Ste 400
Syracuse, NY
Firm
Rockbridge Investment Management, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

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

Data Provided by:
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