George Finkbeiner is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Syracuse, NY, with 41 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 150 clients with $450M in assets under management.
Hazard & Siegel Advisory Services does not manage your investments directly through a standard in-house schedule. Instead, the firm helps connect you with third-party money managers who charge their own fees. Depending on the arrangement, you may pay fees based on a percentage of your portfolio, an hourly rate, or a flat fee. Some representatives may also receive commissions on certain products if handled through an affiliated broker, though commission-based products are generally not recommended for advisory clients.
6075 East Molloy Road, Syracuse, NY, 13211
Get directionsGeorge is a solicitor for Hazard & Siegel Advisory Services LLC, referring client accounts to money managers, spending about 10-20% of his time. He also sells fixed annuities and life insurance, dedicating about a quarter of his time, and works with Kurt Finkbeiner Retirement Strategies LLC selling fixed annuities, insurance, and disability products, also dedicating about a quarter of his time.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.