Name: Carta Wealth Planning
Address: 250 South Clinton Street Suite 110, Syracuse, NY, 13202, US
Telephone: (315) 234-5157

General Description

Carta Wealth Planning in Syracuse, NY, is your trusted partner for comprehensive financial advising and investment services. As experienced financial planners, we offer a wide range of solutions tailored to meet your unique financial goals. Our expertise spans various investment options, including bonds, common stocks, and government securities. We specialize in retirement planning, offering guidance on IRAs (Educational, Traditional, Roth, SEP, and SIMPLE), 401(k)s, and 403(b)s. Our services extend to brokerage accounts, treasury bills, and variable annuities. We excel in crafting personalized financial plans, tax strategies, college savings plans, and estate planning. For businesses, we provide money purchasing and profit-sharing plans.

Business Hours

Sunday	closed
Monday	08:00 AM	05:00 PM
Tuesday	08:00 AM	05:00 PM
Wednesday	08:00 AM	05:00 PM
Thursday	08:00 AM	05:00 PM
Friday	08:00 AM	05:00 PM
Saturday	closed

Location & Map

Carta Wealth Planning

250 South Clinton Street Suite 110
Syracuse, NY 13202

(315) 234-5157

Driving Directions

Carta Wealth Planning

Financial Consultant in Syracuse

250 South Clinton Street Suite 110 Syracuse NY, 13202

(315) 234-5157

General Description

Business Hours

Location & Map

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