Excelsior Wealth Partners
Financial Services
Syracuse, Ny, United States
13 employees
- Employees
- 13
- Contacts
- 4
- Emails
- 4
- Phones
- 1
Excelsior Wealth Partners Overview
- Headquarters
- Syracuse, Ny, United States
- Phone Number
- Available in AeroLeads
- Website
- excelsiorwp.com
- Industry
- Financial Services
- Employees
- 13
- Founded
- 2017
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Excelsior Wealth Partners
At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. We understand today’s financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Excelsior Wealth Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Excelsior Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Robert Rolfe | Wealth Manager | Oswego County, New York, United States |
Email
|
| Lauren Karpinski | Executive Coordinator at Excelsior | Baldwinsville, New York, United States |
Email
|
| Jonathan J. Macko, Cfp®, Crpc® | Certified Financial Planner™ | Spartanburg, South Carolina, United States |
Email
|
| Louis C. Goeckel, Cfp(r) | Wealth Manager | Syracuse, New York, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Manager
2 profiles
Associate / junior
2 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 0 |
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