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Syracuse Wealth Management

EST. AUM
$250,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Syracuse
CRD Number
Website syracusewealthmanagement.com
Client types

Overview

Syracuse Wealth Management is a financial organization that specializes in investments, retirement planning, estate planning, taxes, bookkeeping, accounting, payroll, and college planning. For more than 30 years, they have been serving customers with principled financial solutions that have helped them achieve their financial goals. Their team of experienced and versatile financial consultants and accountants is more than willing to assist clients with all their financial needs. Partners Gary Lucas, Brenda Monk, and Ronald Pratt have over 75 years of combined tax and investment experience.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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