Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Anthony J. Stevens III

Anthony is a dedicated financial planner known for leading workshops statewide and actively recruiting top talent. Anthony actively seeks and cultivates recruiting opportunities, fostering growth and expansion with exceptional individuals. Anthony has been recognized nationally within Equitable as an Elite Leader for his continues success developing advisors in Central New York. With a passion for community service, he has spoken at prestigious events like the New York State Association of Counties and the New York State Association of Towns and Villages. Notably, he serves as the lead advisor on the Onondaga County 457b deferred compensation plan. Anthony thrives on collaborating with family-owned businesses, drawing inspiration from his own upbringing in central New York, supported by a small family-owned business. Anthony resides in Syracuse's Sedgwick Farms neighborhood with his wife, Ashley, son Anthony J Stevens IV, and their loyal companion, Rocco.

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Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial
planning¹

Wealth
management

Estate planning
strategies

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

We are here for you

To understand your situation – The most important work we do is getting to know who you are.
To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.

We work alongside you

To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.

We evolve with you

To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

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¹Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.