Carta Wealth Planning

Financial ServicesFinancial AdvisorFinancial consultantFinancial PlannerSyracuse, New York

Contact

Address
250 South Clinton Street Suite 110, Syracuse, New York, 13202
Phone
(315) 234-5157
Website
cartawealthplanning.com/
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Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

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.