Top financial advisors in Syracuse, NY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might need a financial advisor in Syracuse, NY if you're navigating estate planning and want to avoid unexpected tax bills that can arise just above exemption limits. A common mistake is underestimating how estate tax cliffs can impact your heirs and overall legacy.
- Estate tax expertise. Confirm the advisor understands New York's specific estate tax thresholds and how to plan around them.
- Legacy preservation strategies. Ask how they help structure your assets to minimize tax impact while honoring your wishes.
- Coordination with legal counsel. Effective estate planning often requires seamless collaboration with your attorney; check how they manage this partnership.
- Experience with local regulations. Local tax laws and exemptions vary; ensure the advisor tailors plans to Syracuse and New York state rules.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Leslie S
Series 63
Syracuse, NY
Cetera
Leslie Smith's 34 years of experience and expertise in wealth management and tax-loss harvesting make her well-equipped to navigate Syracuse's estate tax complexities and legacy preservation strategies. Operating within Cetera, a large firm offering flat-fee planning and extensive advisory resources, she serves high earners approaching retirement, providing tailored financial planning with a seasoned approach.
Experience: 34 years
Avg account: $306,089
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Geoffrey I
Series 66
Syracuse, NY
Equitable Advisors
Geoffrey Irving in Syracuse, NY, offers expertise in retirement income strategy and Social Security optimization, which can support estate planning for Baby Boomers facing New York's tax thresholds. Working at Equitable Advisors, a large firm serving high-net-worth clients, he provides flexible fee structures and combines advisory and brokerage services, distinguishing him from advisors with narrower scopes or smaller firms.
Experience: 6 years
Avg account: $570,841
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Mac C
Series 63
Dewitt, NY
LPL Financial
Mac Cadaret Jr. offers extensive wealth management experience in Syracuse, NY, with 28 years in the industry and expertise in tax-loss harvesting and retirement plans for business owners. Operating within LPL Financial, a large firm with diverse investment solutions, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent pricing and seasoned guidance.
Experience: 28 years
Avg account: $399,489
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Donald K
Series 63
Syracuse, NY
Mass Mutual Investors Services
Donald Karlik offers expertise in general estate planning and multi-generational wealth transfer, making him well-suited for navigating New York's estate tax thresholds in Syracuse. With 16 years of experience at Mass Mutual Investors Services, a large firm serving diverse clients including trusts and estates, he brings a broad perspective and coordination capabilities that may differ from smaller local advisors.
Experience: 17 years
Avg account: $249,379
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Gary S
Series 63, Series 65
Syracuse, NY
Eagle Strategies (NY Life)
Gary Sunada's 19 years of experience and Series 63 and 65 licenses position him well to address estate planning challenges in Syracuse, NY, especially given his firm's expertise with trusts and retirement plans. Operating within Eagle Strategies, a large firm affiliated with New York Life, he offers a range of fee structures including AUM and hourly fees, and emphasizes client-directed solutions through third-party managers, distinguishing him from advisors with smaller firm affiliations.
Experience: 19 years
Avg account: $235,446
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