Syracuse Wealth Management
Specializing in Retirement Planning, Taxes, Investments, Accounting, Insurance and College Planning. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Syracuse Wealth Management and LPL Financial are separate entities. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
26
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- GL
Gary Lucas
Partner, Registered Principal and Financial Planner · Other
EmailPhone - SC
Samantha Celi
Client Associate Manager · Customer/Client Service
EmailPhone - RP
Ron Pratt
Certified Public Accountant · Finance & Accounting
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Syracuse Wealth Management
4 distinct titles indexed · top 4 shown.
- 1certified public accountant
- 1client associate manager
- 1director of client relations
- 1partner, registered principal and financial planner
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