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Excelsior Wealth Partners | Investment Advisors, Financial Planners - Syracuse (NY)

Address: 🏡 225 Wilkinson St #107, Syracuse, NY 13204, USA
Phone : +1 (315) 303-1668
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJhTdc8cTz2YkRljGk-NaHn6A
#New York

Tioga Opportunities, Inc. - Owego

Kelly Finan Mike S. and his team installed a radon system in my boyfriends house. Couldnt have asked for a nicer group of guys. They did a great job and the home is safe now. They were the most affordable quote that we got and the system came with a solid contract and a great warranty. Mike has an encyclopedic knowledge of radon. Make him your first call. Thanks so much, Mike!
5 /5

Citizens - Johnstown

RESA CHADLEY They are always best citizens staff
5 /5

Thoroughbred Advisors - Financial Advisors - Latham

Jessica Preston Ive had such an incredible experience with Conor and his team at Thoroughbred Advisors! I am a 27 year old self-employed person. Financial planning has always been something that has confused and overwhelmed me. Conor is the only person who has ever explained everything in detail to me, in a way that I completely understand. He has all the patience in the world, and is very detail-oriented. He truly has his clients best interests at heart, and he goes above and beyond for them. He has helped me with all of my financial planning including retirement planning, and life insurance. I now feel CONFIDENT and EXCITED about my financial planning, rather than overwhelmed and confused. I truly cant express the gratitude I have for Conor and his team. I feel so fortunate to have this team of independent financial advisors helping me. If you are looking for a financial advisor, absolutely look NO FURTHER! You will find no better than Thoroughbred Advisors! Thank you Conor!
5 /5

FMF&E Wealth Management, LLC - Syracuse

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.
5 /5