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Financial planning in Dewitt, NY

3 advisers in Dewitt offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 3

Hazard & Siegel Advisory Services LLC5793 Widewaters Parkway, Suite 200 · Dewitt, NY 13214 · (315) 414-0722 · Financial planningCRD 151462 · % of assets, Hourly charges, Fixed fees · $449.8 million AUMSEC registeredNo commissions reportedJ.w.burns & Company, INC.5789 Widewaters Parkway · Dewitt, NY 13214 · (315) 449-1341 · Financial planningCRD 107835 · % of assets · $1.0 billion AUMSEC registeredNo commissions reportedR.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors5784 Widewaters Parkway, First Floor · Dewitt, NY 13214 · (315) 218-7350 · Financial planningCRD 143462 · % of assets · $159.1 million AUMSEC registeredNo commissions reported