Syracuse Satellite Office

Satellite Office

308 Maltbie Street, Suite 101
Syracuse, NY 13204

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    See our Licenses and Disclosures

    MAIN OFFICE


    Our Financial Professionals

    1. Nicholas "Nick" Barnes

      CFP®

      Syracuse Satellite Office

      Focus:

      • Insurance Strategies

      Languages:

      • English
      • Patty Brooks

        Syracuse Satellite Office

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Samuel Chavarria

          CLU®

          Syracuse Satellite Office

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Business Owners
          • Retirement Income Planning
          • Show More

          Languages:

          • English
          • Richard Cote

            CLU®, ChFC®

            Syracuse Satellite Office

            Focus:

            • Insurance Strategies
            • Investment Strategies

            Languages:

            • English
            • Michael C. Herholtz

              LUTCF®

              Syracuse Satellite Office

              Focus:

              • Insurance Strategies
              • Business Owners
              • Investment Strategies
              • Retirement Income Planning
              • Show More

              Languages:

              • English
              • Don Karlik

                JD**

                Syracuse Satellite Office

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Pat Kellogg

                  Syracuse Satellite Office

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • James Macri

                    CLTC®, LUTCF®

                    Syracuse Satellite Office

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies

                    Languages:

                    • English
                    • Mark Modzeleski

                      CFS®, AIF®

                      Syracuse Satellite Office

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Andrew Roy

                        Syracuse Satellite Office

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Jay P. Sullivan

                          CFP®, CLTC®

                          Syracuse Satellite Office

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Retirement Income Planning
                          • Estate Planning
                          • Show More

                          Languages:

                          • English
                          • Lou Tabone

                            CASL®, CFP®, ChFC®, CLTC®, CIMA®

                            Syracuse Satellite Office

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            CRN202109-253382