Syracuse, NY Office

Team
Updated today

Client AUM

$4,310,487,590

Clients

22,240

Advisors

2

Of 86 advisors across 36 offices

Location

231 Salina Meadows Pkwy

Syracuse NY 13212

Advisors at this office

2

Advisors at this office

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Christopher M

Series 66

Syracuse, NY

Good Life Advisors, LLC

Christopher Moak is a financial advisor at Good Life Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Good Life Advisors since 2018, with prior experience at LPL Financial and Independent Financial Partners. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice, offering access to a variety of programmatic solutions and educational resources.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Matthew M

Series 66, Series 63

Syracuse, NY

Good Life Advisors, LLC

Matthew Monroe is a financial advisor with Good Life Advisors, LLC in Syracuse, NY, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has worked at Good Life Advisors since 2018 and previously at Independent Financial Partners and LPL Financial. Outside of advisory work, he is involved in ice cream manufacturing through Gabrielle Chocolates and Ice Cream. Good Life Advisors is a multi-team registered investment adviser with roughly 95 advisors and about $4.35 billion in assets under management. The firm serves individuals, businesses, trusts, estates, and charitable organizations, offering tailored portfolio management, financial planning, retirement consulting, and access to third-party asset managers through a combination of direct management, model portfolios, and sponsored advisory programs.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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