Excelsior Wealth Partners

(on wilkinson street)
Financial and Investment Services in Syracuse, NY
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

225 Wilkinson Street
Syracuse, NY
13204

Photos

Excelsior Wealth Partners Photo Excelsior Wealth Partners Photo Excelsior Wealth Partners Photo Excelsior Wealth Partners Photo Excelsior Wealth Partners Photo Excelsior Wealth Partners Photo Excelsior Wealth Partners Photo Excelsior Wealth Partners Photo

Latest

New Social Security Campaign HTTPS://SHARE.HSFORMS.COM/19UAPDRB1S7-HBPZ1SVALOQ2NOX8
Did you know? The gender wage gap can have an impact on a woman’s preparation for retirement. We can help make sure you (or a special woman in your life) are prepared for what may lie ahead.
Did you know? Estate planning is important for everyone, no matter your income level. A good estate strategy starts with an honest conversation. Reach out, and let’s talk about your money’s future.
What would you do with an extra year? Retiring one year later means one extra year to save, one extra year for those savings to potentially grow and compound, and one less year of retirement to fund. It might be worth considering.
Feels somewhat normal to sponsor local youth sports again #renegadenation
Make retirement saving a priority. Parents may want to prioritize saving for retirement over paying college tuition. Helping your child with college costs is great, but not if it places your retirement at risk.
If you want to retire to another location, think about whether it makes sense for you financially as well as socially. Will you be able to find part-time work there, if needed? Could local economic factors make the area less affordable for you someday?
Retire Ready Retirement Dinner Seminar this Wednesday 6pm at Nothin Fancy Know anyone who is retiring in the near future? Social Security, Medicare, and Retirement Strategies www.excelsiorwp.com/events/retire-ready-vernon-ny-november-4th-2020 EXCELSIORWP.COM Retire Ready Vernon, NY November 4th, 2020
Could you use your quarantine as a trial run for retirement? Forbes has more for you here: FORBES.COM How To Use The COVID-19 ‘Shelter In Place’ Orders As An Early Retirement Test-Run
Essence discusses how we can support older family members and neighbors during the COVID-19 pandemic. More here: ESSENCE.COM COVID-19: How To Support Elders Without Putting Them At Risk
Last night was our final ‘Retire Ready’ retirement seminar of the year We helped a record amount of clients retire this year. This year’s unexpected trend seems to more people retiring early
CNN Health reports some tips for parents who are suddenly faced with the task of homeschooling: CNN.COM How 'regular school' parents can homeschool their kids
Great Big Story presents ideas on how to be helpful to your community and others during the COVID-19 crisis. More here: GREATBIGSTORY.COM How You Can Make a Difference During Coronavirus - Great Big Story
Does your travel insurance cover coronavirus-related issues? CNN Business says that it might: CNN.COM Your travel insurance might now cover coronavirus
The Excelsior Experience - Virtual Tour
Magical Time of the Year
Joseph Stray is with Sean Malley at Dietz Lofts. Yesterday at 11:33 AM · Syracuse, NY · Big thanks to Sean Malley with Excelsior Wealth Partners for getting a new skull boxing shirt today!! 🥊💀🥊 T-Shirts are available in colors black or white with red ink- sizes S M L XL. Happy Holidays! ☃️🎄⭐ Pastime Athletic Club #syracuseboxing
WBOC: Women Business Opportunities Connection October 28, 2019 at 7:11 AM · Do you know our OUTGOING President, Anna Hartwell? The current Board is VERY grateful to Anna’s guidance as we transition with many members… She’s a guiding light who’s generous with her experience and knowledge! WBOC: Women Business Opportunities Connection also honors Anna for her commitment to helping women feel POWERFUL & in CONTROL of their money - as a Financial Advisor with Excelsior Wealth Partners. “After working with me, my clients have CLARITY over their MONEY. They know where their money is going & why. I share simple tools that when used consistently will yield financial confidence and ultimately financial freedom.” Xoxo - We so appreciate you, Anna!
The New Year brings new books! Check out the literary gold coming in 2021, great way to keep busy in our socially distanced world! #NewYearsResolutions OPRAHMAG.COM 55 of the Most Anticipated Books of 2021
We have all experienced change this past year, but it is how we react to the change that sets us apart… see how your #NewYearsResolutions can be the keys to success in 2021! FORBES.COM A New Year’s Resolution For 2021: Harness The Power To Change
The coronavirus pandemic threw everyone for a loop in 2020. As 2020 becomes the past, it’s a great time to reflect on your financial goals, reset and prepare for the future. CNBC.COM How did you do on financial goals for 2020? Here’s what to do for a better 2021
Spending months at home has made our jeans and our wallets tighter… find out what everyone is doing to fix this heading in to 2021! #Healthyliving#FitnessGoals #FitandFab FORBES.COM Food Trends Forecast 2021: Being Healthy In A Post Covid-19 World
Technology has transformed the way we live… found out what is to come in 2021 and be ready for some exciting changes! FORBES.COM The 5 Biggest Technology Trends In 2021 Everyone Must Get Ready For Now
Have trouble sticking to #NewYearsResolutions in the past? So do most Americans… see how you can set financial goals for the New Year here! PEOPLE.COM Most Americans Are Ditching Traditional New Year's Resolutions for 2021, Survey Finds
Time can be a tricky thing to manage, especially when we have so much of it! Here are six tips for maximizing your time better in 2021! FITNANCIALS.COM 6 Productivity Tips To Make 2021 Your Best Year Ever (That Actually Work)
Did you make any financial resolutions this New Year? For some great suggestions, check this out! #NewYearsResolutions #FinancialHabits https://www.businesswire.com/news/home/20201215005053/en/21-Financial-Resolutions-for-2021-from-the-AICPA
What's your favorite Super Bowl snack? And more importantly, who's winning Super Bowl LV? #superbowlsunday
New experiences for the New Year! When it's safe to travel again, here are 20 places to travel in 2021…take a look! #NewExperiences #NewYearNewYou FORBES.COM The 20 Best Places To Travel In 2021: Where To Go Next
Thinking about a new job in the new year? Don’t wait…read these tips on how to stand out! #CareerGoals FORBES.COM Council Post: The Pandemic Has Permanently Changed The Job Market — Here's How To Stand Out In 2021
For many Americans, retirement may look different in 2021 than it has in years past. Here are 10 tips to help you refine your retirement planning in the new year! FORBES.COM Top 10 Retirement Tips For 2021
A new year is a chance to kick old habits and start new, healthier ones. Check out this list of financial habits to break in 2021! #NewYearsResolutions FOOL.COM 20 Bad Money Habits to Break in 2021
Even if you have your own special method for selecting your March Madness brackets, this is worth the read to help you fill in the gaps and solidify where you might be wavering. It’s pure logic! Don’t forget the logic. #MarchMadness #BracketTips BLEACHERREPORT.COM 2021 Men's NCAA Tournament Bracket: Latest Projection of the Field of 68
Have some friends who think they know everything about March Madness history? Wonder if they know these! Check out these things that have never happened during March Madness, bets on any that will this season? #MarchMadness #Trivia NCAA.COM 29 things that have never happened during March Madness
Any guesses on what will be deemed the biggest upset of this year? #GetUpset #MarchMadness #WhoWillItBe MEDIUM.COM The 25 Biggest Upsets in March Madness History
We all know someone who’s never gotten into March Madness. And we think they’re nuts for sitting out of the most exciting sport events of the year, right? Share this with them and get them excited. #marchmadness #ncaa NCAA.COM What is March Madness: The NCAA tournament explained
Summer is coming - getting some office games lined up:)

Information

Company name
Excelsior Wealth Partners
Category
Financial and Investment Services

FAQs

  • What is the phone number for Excelsior Wealth Partners in Syracuse NY?
    You can reach them at: 315-303-1668. It’s best to call Excelsior Wealth Partners during business hours.
  • What is the address for Excelsior Wealth Partners on wilkinson street in Syracuse?
    Excelsior Wealth Partners is located at this address: 225 Wilkinson Street Syracuse, NY 13204.
  • What are Excelsior Wealth Partners(Syracuse, NY) store hours?
    Excelsior Wealth Partners store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.