Excelsior Wealth Partners | Investment Advisors, Financial Planners - Syracuse, New York

Excelsior Wealth Partners: Investment Advisors and Financial Planners

Excelsior Wealth Partners is a distinguished firm that specializes in offering personalized investment advice and comprehensive financial planning solutions. With a strong commitment to helping clients secure their financial future, the company has earned a solid reputation for excellence in the industry.

Located at 225 Wilkinson St #107, Syracuse, NY 13204, United States, Excelsior Wealth Partners is easily accessible and conveniently situated. Clients can reach the firm by phone at 3153031668 or visit their website at excelsiorwp.com for more information.

The firm's specialties include financial planning and working with financial institutions, ensuring that clients receive tailored guidance to meet their unique financial goals. In addition to their exceptional services, Excelsior Wealth Partners offers wheelchair-accessible parking and entrance, making their facilities inclusive and accommodating to all clients.

With a strong focus on client satisfaction, Excelsior Wealth Partners has garnered a impressive average rating of 5/5 based on 40 reviews on Google My Business. This testament to their dedication and expertise makes them a top choice for individuals seeking reliable investment advice and financial planning services.

Key Features, Location, and Recommendations

• Specialties: Financial planning, working with financial institutions
• Address: 225 Wilkinson St #107, Syracuse, NY 13204, United States
• Phone: 3153031668
• Website: excelsiorwp.com
• Accessibility: Wheelchair-accessible parking and entrance, on-site parking
• Reviews: 40 reviews, average rating of 5/5 on Google My Business

👍 Reviews of Excelsior Wealth Partners | Investment Advisors, Financial Planners

Will K.

5/5

I had the pleasure of meeting Russell to discuss my financial future. This has been a stressful topic for my wife and and really hoped to find someone that could point us in the right direction in how to manage or investments. Russell was up for the task, He sat us down and explained the different things we can do to ensure or financial safety as we grow older. He made us feel like we where a friend of the family and not just another client to add to his list. He made sure that we understood the different risk levels and what he felt would fit us best! In the end I left the meeting feeling empowered and ready to take on the next step in life to provide myself and my family the life style we have worked so hard to get! Thank you again Russell for putting us at ease and showing us that this is a very manageable process with the right people on my team!!!!

Tracy M.

5/5

I moved my accounts to Excelsior Wealth Partners earlier this year to follow Russell Stout. I am a tentative investor and Russell is very good at being patient with my questions and when I need reassurance. It is clear that my accounts have been very well managed as Russell was actually able to grow them during a global pandemic and subsequent market downturn.
I highly recommend Russell and Excelsior !

Kim C.

5/5

My husband and I moved our retirement at the recommendation and urging of our daughter, Jessica. Russell Stout is professional, very knowledgeable and committed to keeping up to date with current and projected investment trends and data which he communicates timely via e-mails and in-person meetings. He is personable and takes the time necessary to educate us in 'layman's terms', for which we are very thankful and a little bit more 'investment savvy', :-). That said, we are very pleased with the move we have made and our continued relationship with Russell Stout at Excelsior Wealth Partners.

Lina P.

5/5

Russell Stout has been our trusted advisor for 10+ years. In handling our family investment portfolio he has always made us feel important and respected in the process. We trust our future is in good hands with Russell's guidance and understanding of what is important to us! Russell is responsive to questions and always provides us quality information while assisting us with making decisions. He truly cares about us and shares our goals for our financial future!

Tami D.

5/5

Russel Stout is extremely knowledgeable and well equipped to manage investments with impeccable preciseness in a volatile market. His determination to provide the best customer service has exceeded expectations. Russell offers a realistic view and interpretation of current and future market trends and adjusts his strategy accordingly. It is apparent that he possesses a deep understanding of the dynamics of the market and always keeps his clients best interest as his number one priority. I am privileged to have Russel handle my investments.

Jo S.

5/5

So intelligent and transparent. He explained everything well, I look forward to working with them!!

Anne

5/5

Russell Stout is an outstanding Advisor because he is positive, professional, relatable, passionate, trustworthy, diligent & accessible. Russell strives for excellence personally and for the benefit of his clients. He researches and collaborates with his Partners at Excelsior Wealth to provide the best possible investment, strategies, and management for me.

Pam L.

5/5

Russell Stout guided my husband and I through the investment process the past 10+ years. After my husband passed away Russell helped me thru a very difficult time and made the investment 'mystery' a bit clearer for me. I know, with all his financial knowledge, he has my best interests at heart and I will continue to follow his advice.
Thank you Russell.