Retirement Visions Manlius 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. Mark Nardella, CFP®
(315)530-7458
2871 Estey Rd
Manlius, NY
Mr. Mark Nardella, CFP®
(315)530-7458
2871 Estey Rd
Manlius, NY 13104
Firm
Valic Financial Advisors, Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Theodore Sarenski, CFP®
(315)471-2672
8397 Prestwick Drive
Manlius, NY
Mr. Theodore Sarenski, CFP®
(315)471-2672
8397 Prestwick Drive
Manlius, NY 13104
Firm
Blue Ocean Strategic Capital, LLC
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Charles Darrow, CFP®
315-682-8118
108 Marangale Rd
Manlius, NY
Mr. Charles Darrow, CFP®
315-682-8118
108 Marangale Rd
Manlius, NY 13104
Firm
The Lexington Financial Group
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Ms. Susan Hansen, CFP®
315-637-7644
7067 E Genesee St
Fayetteville, NY
Ms. Susan Hansen, CFP®
315-637-7644
7067 E Genesee St
Fayetteville, NY 13066
Firm
Hansen's Advisory Services, Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Neil Hoyt, CFP®
315-682-1073
503 E Seneca St
Manlius, NY
Mr. Neil Hoyt, CFP®
315-682-1073
503 E Seneca St
Manlius, NY 13104
Firm
Michael Roberts Associates Inc
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Raymond Grimaldi, CFP®
315-637-3283
8117 Salt Springs Rd
Manlius, NY
Mr. Raymond Grimaldi, CFP®
315-637-3283
8117 Salt Springs Rd
Manlius, NY 13104
Firm
GRIMALDI & NELKIN CPAs, P.L.L.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Matthew Dauksza, CFP®
(315)446-1515 (7408)
7814 Rolling Ridge Dr
Manlius, NY
Mr. Matthew Dauksza, CFP®
(315)446-1515 (7408)
7814 Rolling Ridge Dr
Manlius, NY 13104
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Harvey Koenig, CFP®
(315)637-4780
134 Stanwood Ln
Manlius, NY
Mr. Harvey Koenig, CFP®
(315)637-4780
134 Stanwood Ln
Manlius, NY 13104
Firm
Koenig & Selzer Asset Management Group
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Richard Jenkins, CFP®
(315)637-7515
103 Old Powder Mill Rd
Fayetteville, NY
Mr. Richard Jenkins, CFP®
(315)637-7515
103 Old Powder Mill Rd
Fayetteville, NY 13066
Firm
Diversified Capital Management
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
