Retirement Visions Camillus 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. 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:
Mr. Suleiman Dayeh, CFP®
(315)468-8631
4564 Ashfield Terrace
Syracuse, NY
Mr. Suleiman Dayeh, CFP®
(315)468-8631
4564 Ashfield Terrace
Syracuse, NY 13215
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Joel Redmond, CFP®
(315)474-9231
500 Plum Street
Syracuse, NY
Joel Redmond, CFP®
(315)474-9231
500 Plum Street
Syracuse, NY 13204
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Richard Reagan, CFP®
315-673-2094
PO Box 191
Marcellus, NY
Mr. Richard Reagan, CFP®
315-673-2094
PO Box 191
Marcellus, NY 13108
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. 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. David Haahr, CFP®
(315)673-2094 (349)
8 E. Main Street
Marcellus, NY
Mr. David Haahr, CFP®
(315)673-2094 (349)
8 E. Main Street
Marcellus, NY 13108
Firm
Reagan Companies (Cadaret Grant & Co)
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Thomas Baker, CFP®
315-849-9494 (103)
4852 Coventry Road
Syracuse, NY
Mr. Thomas Baker, CFP®
315-849-9494 (103)
4852 Coventry Road
Syracuse, NY 13215
Firm
PBJ Wealth Management, LLC
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Uri Doolittle V, CFP®
(315)214-2727
432 North Franklin Street
Syracuse, NY
Mr. Uri Doolittle V, CFP®
(315)214-2727
432 North Franklin Street
Syracuse, NY 13204
Firm
The Doolittle Financial Network
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
