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IBN Financial Services
Back Office Staff, Financial Advisors
“Very professional, knowledgeable & comfortable.”
Best Financial Advisors in Liverpool, NY
The highest-rated Financial Planning & Wealth Management companies out of 192 vetted & reviewed in the Liverpool area.
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Syracuse Wealth Management
- CPA
“The things I want most from the people I use to help manage my money are advice, trust, responsiveness and caring - Bobby Antonacci delivers all that and more - let him go to work for you!”
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Quest Financial Services
Affiliated Offices, We Are Committed
“Mike takes his time explaining all options so you can make the most informed decisions for managing your account.”
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Main Street Wealth Management
Fees
“A carefully constructed, well managed portfolio is at the core of every successful wealth management plan. Selecting and maintaining the right combination of investments requires discipline and expertise.”
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United Financial Services
“Amazing service from incredible people!”
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Pinnacle Investments
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York Wealth Management
“The more we know the better we can help you! Statements of Net Worth/Assets & Liabilities, bank accounts, employer-sponsored retirement plans, pension plans, brokerage accounts, insurance policies, and social security statements.”
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Quickline Capital Partners
- Conversation
- Needs
- Responsive
“I had the pleasure of talking with the Account Executive Victoria via Facebook and she basically told me everything I need to know to get my business started.”
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CNY Drives
“Jen was genuinely such a nice person and really went above and beyond to help me better understand the process, she even helped me get in contact with a bank they do frequent business with to help me establish some credit which was much appreciated.”
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Krueger Advisors
- Felt
- Choose
- Retirement
“1) her attention to detail is second to none … more than a few times she has steered us in the right direction when we needed guidance about our financials”
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D J Puff Advisors Group
Employer Retirement Plans, Ira/Ira Rollover, Get Started
“Whether you are planning for retirement, protecting your resources from life's risks, or building wealth for your future, DJPuff Advisors Group, Inc. can help craft, and implement a custom strategy that will get you were you want to go!”
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Grossman Saint Amour Cpas
TAX, Accounting & Auditing, Consulting
“Adam Panek and Elizabeth Gardner have been life savers and often answer the endless questions ( big and small) very quickly and make sure I meet all my deadlines well ahead of schedule.”
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Arabella Wealth Advisors
- Financial Advice
“He has a wide range of knowledge of different types of investment accounts and is easy to reach to discuss changes in the market and my investment goals.”
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Financial Quest
Cash Flow, Retirement, Lifestyle
“Being under the umbrella of Seneca Savings also brings more added value as we can utilize the experience of the banks staff to help our business and individual clients with their unique banking needs.”
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Scott Gibbens Group
Ecommerce, Website Design
“Great to work with, responds very quickly if I have any questions.”
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Cusano & Associates
Quickbooks Services, Other Individuals Services, Other Business Services
“I never did business with them personally but Paul Cusano and I were in the same high school together.”
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Blue Water Capital Management
Financial Planning Services, Investment Management, For Financial Advisors
“They recently helped us set up a retirement plan for our employees and provided top notch customer service and education for both the administrative team and all participating employees.”
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Accredited Business Consultants
Fraud Examination, Certified Exit Planning, Strategic Planning
“Accredited Business Consultants provides extensive experience in profit planning, debt restructuring, fraud prevention, detection and control, fraud examination, business valuation for buy/sell, mergers and acquisitions, matrimonial support litigatio...”
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Retirement
Education Savings Strategies, Social Security Advisor, Strategies For Income Protection
“They keep me well informed of what's happening with my investments and offer suggestions and guidance that can lead to a better future for me.”
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Rialto Wealth Management
Business Owners, Benefits and Compensation, Estate/Legacy Planning
“As a fee-only fiduciary, I trust their advice completely, knowing they're focused on my best interests.”
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OMC Financial Services
IRA Rollover, Estate Planning, Investment Management
“It was extremely important to get the right professional advice to protect our children, so in our case these were very important and complex documents which Shanaz Niazi, the Will and Protection Advisor at IMC, advised us upon and guided us through.”
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Planned Results
Services, Services
“We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investme...”
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Rockbridge Investment Management
- Team
“We cannot say enough about the Rockbridge Investment team - these professionals have guided us for almost 30 years now on the best ways to maximize our personal and business investments.”
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Diversified Wealth Strategies
“I consider him a friend who cares about me and is always available when I need to contact him.”
Retirement Planning and Investment Management Services in Liverpool, NY Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on
390 cost profiles
Why these companies made our list
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