Steven M. Grzelka, CFP®
Preparing for the next step in life isn’t always easy. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.
I have over 20 years of experience in the banking and financial services industry. I work closely with my clients to discover what is most important to them and will assist them in designing and implementing a financial plan that is suitable for their current situation while also providing them with exceptional personal service. My areas of expertise include retirement planning, college planning, estate planning, along with life, disability, and long-term care insurance planning.
I am a graduate of Colgate University where was a member of the men’s lacrosse team. I am also involved in local youth sports, coaching my son’s hockey and lacrosse teams. I also serve as a board member of the Camillus Youth Hockey Association. My wife Katie and I live in Syracuse with our son Luke and daughter Emily.
I am a Certified Financial Planner professional, and am New York State Insurance licensed for Life, Accident and Health.
I am licensed to sell insurance in NY, FL, MI, NC
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). OSJ: 125 East Jefferson Street, Suite 800, Syracuse, NY 13202. (315) 449-3000.