Jerry

Ciciarelli

CFS®, CRPC™

picture of a planner

Here to act in your best interests

About me

For more than two decades, I’ve been empowering my clients to make good financial decisions in order to help them achieve their goals and most importantly, peace of mind. When not at work, I’m keeping up with my wife and four active sons. I also enjoy Travel and sightseeing, and spending time outdoors hiking, fishing, hunting and gardening.

Certifications

Certified Fund Specialist®

Chartered Retirement Planning Counselor™

Visit one of our Locations

Syracuse

5015 Campuswood Drive

Suite 201

East Syracuse, NY 13057

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Market Insights – April

    Should you try to hedge against inflation?

    The Comprehensive Parenting Contribution

    Tax Efficient Investing Strategies