Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > New York > Syracuse > Theodore J. Sarenski, CFP®, CPA/PFS, AEP
Find the Certified Financial Planner™
Who's right for you.

Theodore J. Sarenski, CFP®, CPA/PFS, AEP

Blue Ocean Strategic Capital, LLC

333 W. Washington Street
Ste 220
Syracuse, NY 13202
Phone: (315) 471-2672
Fax: (315) 471-7327

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.