Tips on Saving Money Syracuse NY

Here, the CNBC correspondent and author of "The Big Payoff: 8 Steps Couples Can Take To Make The Most Of Their Money -- and Live Richly Ever After," gives you the scoop on planning for your future in tandem and making saving a family affair.

Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Peter L. Derrenbacker, CFP®
(315) 434-8800
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual Financial

Data Provided by:
Mr. David W. Treichler, CFP®
(315) 430-3283
120 E Washington St Ste 922
Syracuse, NY
Firm
Arabella Wealth Advisors
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Ms. Teresa M. Marriner, CFP®
(315) 422-7096
231 Walton St
Syracuse, NY
Firm
Planned Results Inc

Data Provided by:
Mr. David G. Walker, CFP®
(315) 425-6373
120 Madison Street
Syracuse, NY
Firm
AXA Advisors
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care

Data Provided by:
Mr. John J. Kenney, CFP®
(315) 671-1831
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Ms. Deborah B. Hundley, CFP®
(315) 464-3368
250 S. Clinton St.
Syracuse, NY
Firm
Morgan Stanley

Data Provided by:
Mr. Matthew Eldon Frechette, CFP®
(315) 448-3344
250 S Clinton St Ste 500
Syracuse, NY
Firm
Morgan Stanley
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Insurance Planning, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Cole Henderson, CFP®
(315) 448-3325
250 South Clinton Street
Syracuse, NY
Firm
Smith Barney

Data Provided by:
Mr. Richard J. Urciuoli, CFP®
(315) 425-0344
344 W Genesee St Ste 300
Syracuse, NY
Firm
Summit Planning Group Inc
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management

Data Provided by:
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