Excelsior Wealth Partners | Investment Advisors, Financial PlannersFinancial advisor in Syracuse, NY
Excelsior Wealth Partners | Investment Advisors, Financial Planners is a financial advisor at 225 Wilkinson St #107, Syracuse, NY 13204, ranked #1 of 41 financial advisors in Syracuse and rated 5.0 from 49 Google reviews. Open Monday to Friday.
Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.
Syracuse, NYUpdated 0 paid placements in any rankingHow we rank
Key facts
| Address | 225 Wilkinson St #107, Syracuse, NY 13204Get directions |
|---|---|
| Phone | (315) 303-1668 |
| Website | excelsiorwp.com |
| Hours | Monday to Thursday: 8:30 AM – 6 PM; Friday: 8:30 AM – 4 PM |
| Google rating | 5.0 from 49 Google reviews |
Specialties
Each specialty shows the evidence we matched it on.
- Financial Advisorsmain specialtyGoogle main category
- Financial PlannersGoogle main category
- Wealth Managementbusiness name
- Investment Advisorsbusiness name
Service area
Serves Syracuse and 3 towns within 25 miles: Fairmount, Auburn and Fulton.
Opening hours
| Day | Hours |
|---|---|
| Monday | 8:30 AM – 6 PM |
| Tuesday | 8:30 AM – 6 PM |
| Wednesday | 8:30 AM – 6 PM |
| Thursday | 8:30 AM – 6 PM |
| Friday | 8:30 AM – 4 PM |
| Saturday | Closed |
| Sunday | Closed |
- Open evenings — no
- Open Saturdays — no
- Open Sundays — no
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Compare nearby financial advisors
| Business | Rank | RFA Score | Google rating | Saturday | Sunday | Distance away |
|---|---|---|---|---|---|---|
| Excelsior Wealth Partners | Investment Advisors, Financial Planners (this business) | — | 76 | 5.0 (49) | No | No | |
| Quest Wealth Management | #3 | 72 | 5.0 (20) | No | No | 6.2 mi |