linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Confidential Planning I, LLC

Headquartered in EAST SYRACUSE, NY

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Confidential Planning I, LLC is an investment advisor registered with the SEC and located in East Syracuse, NY. The firm manages approximately $53.75 million in assets, primarily for 403B Plans. The firm provides financial planning and other advisory services.

Confidential Planning I, LLC

5845 WIDEWATERS PARKWAY

EAST SYRACUSE, NY 13057

$53.75M

Assets Under Management

17

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

403(b) retirement plans

403(b) retirement plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Confidential Planning I, LLC is right for you?

Disclosures

There are no public disclosures for Confidential Planning I, LLC.

Frequently Asked Questions (9)

Not sure if Confidential Planning I, LLC is right for you?