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
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. John Martin, CFP®
(315)699-5113
221 S. Warren Street
Syracuse, NY
Mr. John Martin, CFP®
(315)699-5113
221 S. Warren Street
Syracuse, NY 13202
Firm
Dannible & McKee, LLP
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Shane McCrohan, CFP®
(315)471-8111 (249)
507 Plum St
Syracuse, NY
Mr. Shane McCrohan, CFP®
(315)471-8111 (249)
507 Plum St
Syracuse, NY 13204
Firm
Scolaro Shulman Cohen Fetter & Burstein, P.C.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
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. Richard Urciuoli, CFP®
315-425-0344
344 W Genesee St
Syracuse, NY
Mr. Richard Urciuoli, CFP®
315-425-0344
344 W Genesee St
Syracuse, NY 13202
Firm
Summit Planning Group Inc
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:
Mr. Jeffrey Jock, CFP®
315-426-5678 (5617)
523 Erie Blvd. W.
Syracuse, NY
Mr. Jeffrey Jock, CFP®
315-426-5678 (5617)
523 Erie Blvd. W.
Syracuse, NY 13204
Firm
Empower Associated Services, Inc.
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:
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:
Mr. Gregory Ronneburger, CFP®
(315)425-6334
120 Madison St Ste 1900
Syracuse, NY
Mr. Gregory Ronneburger, CFP®
(315)425-6334
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:
Data Provided by: