NY Yellow Pages > Syracuse
231 Walton Street Suite 102
Syracuse, NY (New York) 13202-1255
(315) 422-7096 (Primary Phone)



Business Details
Kevin Riley (Partner)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management
Professionals on Staff: Analysts
Certifications: Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor
Sales Volume: 500K - 1M
Employee Size Range: 6 (appx)


Additional Categories
Planned Results Inc is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Financial Planning Consultants & Services
North American Industry Classification System (NAICS) Categories:
  • Portfolio Management > Financial Planning & Services
Standard Industry Classification (SIC) Categories:
  • Investment Advice > Financial Planning & Services

Related Categories in Syracuse, NY

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