Connect with Top-Rated Financial Planners in East Syracuse!

Summit Planning Group is a comprehensive wealth management company that provides customized financial planning solutions to retirees and pre-retirees. With over 35 years of experience, our team of registered investment advisors offers complimentary financial reviews, retirement income planning, estate planning, insurance reviews, and long-term care planning. Our services are tailored to fit individual needs and economic conditions, taking into account the national and global macroeconomy. We believe that investing doesn't happen in a vacuum and our managed accounts are monitored daily to ensure that our clients' portfolios are adjusted as economic conditions change. As a result, our clients receive a disciplined and conservative investment approach while remaining flexible in the face of change. By embracing this "big picture" approach, Summit Planning Group has established itself as a leader in the financial planning industry.

BPC Advisors is a fee-only Registered Investment Advisory (RIA) firm that helps individuals and families achieve financial success through comprehensive financial planning, disciplined investment management, and multi-year tax planning. By providing a framework for financial success, BPC Advisors helps clients build financial confidence and navigate complex financial decisions. With a team of experienced and certified financial professionals, BPC Advisors offers a personalized approach to financial planning, investment management, and tax planning. From creating a plan to help achieve short-term and long-term financial goals to managing investments and optimizing after-tax returns, BPC Advisors provides customized solutions to meet the unique needs of each client.