Community Preservation

Our wealth management advisors in TIAA’s Syracuse, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 698-4221.

The Syracuse Group is a team of experienced financial advisors at UBS Financial Services Inc. in Syracuse, NY. They offer insight-based advice and work closely with clients to understand their priorities and concerns, helping them confidently pursue their life goals. With a focus on wealth management, retirement planning, estate planning, and exit planning strategies for business owners, the team is committed to providing quality strategies customized to each client's needs. Led by Scott Ayres, a Senior Vice President and Certified Exit Planning Advisor, the team also includes Margo Wilkinson, a Chartered Retirement Plan Counselor and Team Administrator, and Richard Ayres, a Certified Financial Planner and Chartered Retirement Planning Counselor. With their expertise and dedication to quality client service, The Syracuse Group aims to be the primary source of financial advice for individuals and businesses in the Syracuse area.Generated from the website