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Krueger Advisors
“She has always been very knowledgeable, courteous and attentive in good times and bad.”
Best Financial Advisors in Syracuse, NY
16 firms listed · all 16 in Syracuse · 1 open weekends · 15 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Grossman Saint Amour Cpas
“I appreciate the time and attention Steve and his team spend with little old me and my taxes.”
Arabella Wealth Advisors
“For those who are looking for an experienced, knowledgable, and very effective advisor who achieves positive results, I suggest considering David.”
Financial Quest
“Greg is an expert with the ability to explain investments and performance in terms you can understand.”
Blue Water Capital Management
“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.”
Accredited Business Consultants
The 16 firms listed for Syracuse, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Syracuse, NY
All 16 firms we list here are in Syracuse itself. We have 31 firms in Syracuse on file; this page shows the highest-rated 16. 15 of the firms on this page have a rating, from 4.7 to 5.0 across 76 reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are investment management (3), estate planning (2), insurance (2), personal financial planning (2) and retirement (2). 1 shows a license on its website and 1 lists staff certifications (CFP). 14 have ten or more years of experience, the longest 41 years. We have a website on file for all 16 of the firms on this page; 15 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Syracuse take financial planning bookings online?
3 of the 16 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Rialto Wealth Management
“As a fee-only fiduciary, I trust their advice completely, knowing they're focused on my best interests.”
OMC Financial Services
“I have had my money invested with OMC for 13 years now and have been extremely pleased with them.”
Planned Results
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Rockbridge Investment Management
“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.”
Tucker Haskins & Associates
“If you're seeking a financial planner; be sure to check them out!!”
Retirement Consulting Group
“He and his partner Ron take the time to make sure I understand the information they are presenting and are not pushy.”
The Carta Group
Dimarco Abiusi & Pascarella, Cpas
“They've handled our taxes the last few years and have turned what is typically a head ache into an easy and almost, I dare say enjoyable experience.”
J W Burns & Company Investment Counsel
MJC Financial Services
Why these companies made our list
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