Syracuse Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

8135 Soule Rd, Liverpool, New York, 1309...

Phone Number

(315) 325-3993

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Syracuse Wealth Management

Syracuse Wealth Management is a financial organization based in Liverpool, New York, specializing in investments, retirement planning, estate planning, tax preparation, tax planning, and college planning. With over 30 years of experience, their team offers principled financial solutions to help clients achieve their financial goals. The firm boasts a team with over 75 years of combined experience in tax planning and investment strategies. They are committed to providing personalized financial services to individuals seeking guidance on smart financial decisions for a successful financial future.Explore more
Syracuse Wealth Management's Social MediaPopular SearchesSyracuse Wealth ManagementSyracuse Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Syracuse Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Syracuse Wealth Managemen...

<$5M
1-10
Private
-
2020
WH
Winston HennessyHead of Security
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
-
ZT
Zoe TheriaultClient Relationship Manager
<$5M
11-50
Private
-
2021
AA
Amanda AlksnitisManager, Wealth & Founder, Csscs
<$5M
1-10
Private
-
2005
JB
Joel BalliManager, Customer Experience
<$5M
1-10
Private
-
1999
MG
Mary GirardDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Syracuse Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Syracuse Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Syracuse Wealth Management.

Syracuse Wealth Management Tech Stack

A closer look at the technologies used by Syracuse Wealth Management

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Frequently Asked Questions Regarding Syracuse Wealth Management

What is Syracuse Wealth Management's official website?
Syracuse Wealth Management's official website is www.syracusewealthmanagement.com
What is Syracuse Wealth Management's Revenue?
Syracuse Wealth Management's revenue is <$5 Million
What is Syracuse Wealth Management's SIC code?
Syracuse Wealth Management's SIC: 62,628
What is Syracuse Wealth Management's NAICS code?
Syracuse Wealth Management's NAICS: 52,523
How many employees does Syracuse Wealth Management have?
Syracuse Wealth Management has 1-10 employees
What industry does Syracuse Wealth Management belong to?
Syracuse Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Syracuse Wealth Management competition?
Syracuse Wealth Management top competitors include: Alder Tree Financial, Girard Financial Group, Way Financial, Ratcliff Financial Services
What technology does Syracuse Wealth Management use?
Some of the popular technologies that Syracuse Wealth Management uses are: GoCentral, Microsoft 365, Vimeo, GoDaddy DNS
How do I contact Syracuse Wealth Management?
Syracuse Wealth Management contact info: Phone number: (315) 325-3993 Website: www.syracusewealthmanagement.com
What does Syracuse Wealth Management do?

Syracuse Wealth Management is a financial organization based in Liverpool, New York, specializing in investments, retirement planning, estate planning, tax preparation, tax planning, and college planning. With over 30 years of experience, their team offers principled financial solutions to help clients achieve their financial goals. The firm boasts... a team with over 75 years of combined experience in tax planning and investment strategies. They are committed to providing personalized financial services to individuals seeking guidance on smart financial decisions for a successful financial future.Read More

What are Syracuse Wealth Management social media links?
Syracuse Wealth Management Linkedin page Syracuse Wealth Management Twitter page Syracuse Wealth Management Facebook page
Is Syracuse Wealth Management a public company?
Syracuse Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Syracuse Wealth Management

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