Cypress Financial Consultants, LLC

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Cypress Financial Consultants, LLC Comprehensive Financial Planning for successful people and small businesses. Equal Opportunity Employer – M/F/D/V.

NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this SOCIAL MEDIA page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Duly registered and licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuities and insurance through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, LLC). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, and CRPC professional designations, and RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Three important questions to consider before you start taking.
09/09/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
09/09/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Check out LPL Financial Research's Weekly Commentary on the market: "Signs Point to a Normalization, Not a Crisis". htt...
09/08/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Signs Point to a Normalization, Not a Crisis". https://static.fmgsuite.com/media/documents/0a8e095d-26db-4c5c-8028-5f14e2b97921.pdf

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
09/07/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
09/07/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
09/04/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Working in Retirement: New trend or same old story?
09/04/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Business owners should consider a succession plan sooner rather than later.
09/02/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.
09/02/2026

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.

An article on three healthcare costs that often catch retirees off guard.

Address

507 Plum Street, Suite 200
Syracuse, NY
13204

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 1pm

Telephone

+15854758401

Website

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