Excelsior Wealth Partners

Excelsior Wealth Partners Financial Planner
Investment Management

Securities and investment advisory services offered through

Father's Day is here! It's a special day to celebrate and honor the fathers and father figures in our lives. Show your a...
06/21/2026

Father's Day is here! It's a special day to celebrate and honor the fathers and father figures in our lives. Show your appreciation with a heartfelt gesture or a thoughtful gift to make their day extra memorable.

06/17/2026
The cheaper the travel, the more places you can go! These tricks will keep your retirement travel costs down without los...
06/16/2026

The cheaper the travel, the more places you can go! These tricks will keep your retirement travel costs down without losing out on the fun.

Travelling is supposed to be democratic, a right for everyone. That's why I'm going to demystify the money problem and share with you cheap ways to travel!

Baffled by which trips to take first in retirement? From relaxing to adventure-filled, low budget to high, this list has...
06/09/2026

Baffled by which trips to take first in retirement? From relaxing to adventure-filled, low budget to high, this list has you covered.

Whether you want rest or excitement, solitude or crowds, low cost or luxury, these are the best retirement travel ideas.

Excelsior Wealth bringing our Retire Ready dinner seminar series to The Statler in Ithaca, New York
06/08/2026

Excelsior Wealth bringing our Retire Ready dinner seminar series to The Statler in Ithaca, New York

Excelsior Wealth client appreciation event last night with the folks that make it all worthwhile …..a few hundred caught...
06/04/2026

Excelsior Wealth client appreciation event last night with the folks that make it all worthwhile

…..a few hundred caught a spectacular Central New York evening at the Syracuse Mets ⚾️🧢🏟️

So you’re retired! Now what? Here are some unique ways to kill time you may not have considered.
06/02/2026

So you’re retired! Now what? Here are some unique ways to kill time you may not have considered.

Wondering what to do with your newfound freedom? You should check out these awesome ideas!

Address

225 Wilkinson Street #107
Syracuse, NY
13204

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 4pm

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