Retirement Visions East Syracuse 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. Jeffry Berman, CFP®
(315)432-5522
6511C Basile Rowe
East Syracuse, NY
Mr. Jeffry Berman, CFP®
(315)432-5522
6511C Basile Rowe
East Syracuse, NY 13057
Firm
Employee Benefit Systems Inc
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Ms. Patricia Averson, CFP®
(315)463-8522
6320 Fly Rd
East Syracuse, NY
Ms. Patricia Averson, CFP®
(315)463-8522
6320 Fly Rd
East Syracuse, NY 13057
Firm
Averson & Klinetop, LLP
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Ms. Vivian Derrickson, CFP®
(315)251-0512
6319 Fly Road
East Syracuse, NY
Ms. Vivian Derrickson, CFP®
(315)251-0512
6319 Fly Road
East Syracuse, NY 13057
Firm
Ameriprise Financial Services
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. George Urist, CFP®
(315)445-2147
5730 Commons Park
East Syracuse, NY
Mr. George Urist, CFP®
(315)445-2147
5730 Commons Park
East Syracuse, NY 13057
Firm
Urist Financial & Retirement P
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Mark Colvin, CFP®
(315)701-2983
5750 Commons Park Dr
East Syracuse, NY
Mr. Mark Colvin, CFP®
(315)701-2983
5750 Commons Park Dr
East Syracuse, NY 13057
Firm
Ameriprise Financial Services
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Paul Spero, CFP®
(315)451-5885
7244 Kendall Dr E
East Syracuse, NY
Mr. Paul Spero, CFP®
(315)451-5885
7244 Kendall Dr E
East Syracuse, NY 13057
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. Gary Croniser, CFP®
315-579-8884
5760 Commons Park Dr.
East Syracuse, NY
Mr. Gary Croniser, CFP®
315-579-8884
5760 Commons Park Dr.
East Syracuse, NY 13057
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. William Zaika, CFP®
315-579-8880
5760 Commons Park Drive
East Syracuse, NY
Mr. William Zaika, CFP®
315-579-8880
5760 Commons Park Drive
East Syracuse, NY 13057
Firm
Diversified Wealth Strategies, LLC
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Peter Derrenbacker, CFP®
315-434-8800
6314 Fly Rd
East Syracuse, NY
Mr. Peter Derrenbacker, CFP®
315-434-8800
6314 Fly Rd
East Syracuse, NY 13057
Firm
Northwestern Mutual Financial
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
