Retirement Visions Baldwinsville NY
Bankrate readers check their savings, peek into the future and guess what retirement might look like. Having a long-term plan and sticking to it will increase your chances of arriving at retirement in style.
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. Troy Sebeck, CFP®
607-772-3445
102 Niblick Circle
Baldwinsville, NY
Mr. Troy Sebeck, CFP®
607-772-3445
102 Niblick Circle
Baldwinsville, NY 13027
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. David Treichler, CFP®
(315)430-3283
4 Merlewood Pkwy
Baldwinsville, NY
Mr. David Treichler, CFP®
(315)430-3283
4 Merlewood Pkwy
Baldwinsville, NY 13027
Firm
Arabella Wealth Advisors
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. James Shope III, CFP®
(315)701-5857
5014 W Genesee St
Camillus, NY
Mr. James Shope III, CFP®
(315)701-5857
5014 W Genesee St
Camillus, NY 13031
Firm
Shope Financial Planning, Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Robert Damon, CFP®
(315)451-5885 (212)
4769 Buckley Rd
Liverpool, NY
Mr. Robert Damon, CFP®
(315)451-5885 (212)
4769 Buckley Rd
Liverpool, NY 13088
Firm
United Financial Services
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Ms. Julianne Michaels, CFP®
315-638-8476
148 Softwind Cir
Baldwinsville, NY
Ms. Julianne Michaels, CFP®
315-638-8476
148 Softwind Cir
Baldwinsville, NY 13027
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Daniel D'Andreano, CFP®
(315)638-3332
7008 Brannockbyrne St
Baldwinsville, NY
Mr. Daniel D'Andreano, CFP®
(315)638-3332
7008 Brannockbyrne St
Baldwinsville, NY 13027
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Christian Lord, CFP®
315-415-1236
8254 Honeysuckle Dr
Liverpool, NY
Mr. Christian Lord, CFP®
315-415-1236
8254 Honeysuckle Dr
Liverpool, NY 13090
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
BRIAN FOSTER, CFP®
(315)451-5885
4769 BUCKLEY ROAD
Liverpool, NY
BRIAN FOSTER, CFP®
(315)451-5885
4769 BUCKLEY ROAD
Liverpool, NY 13088
Firm
UNITED FINANCIAL SERVICES
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Kyle Mumpton, CFP®
(315)451-0252
326 1st St
Liverpool, NY
Mr. Kyle Mumpton, CFP®
(315)451-0252
326 1st St
Liverpool, NY 13088
Firm
Thrivent Financial for Lutherans
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
