ABOUT Gary D. Lucas
Gary Lucas is a Certified College Funding Specialist in the Syracuse, NY area. Since 2000, Gary has helped parents save thousands in college education costs in Camillus, Liverpool, Baldwinsville, Auburn, East Syracuse, Cicero, Fayetteville, Manlius, Dewitt, Clay, and other central New York areas. His office is located at 8135 Soule Road in Liverpool, NY 13090.
Designations
Qualifications
Gary is a nationally recognized Certified College Funding Specialist, however most of his clients are in the Central New York area. He has been featured in numerous local media outlets including Bridge Street, YNN, Channel 9 News, The Post Standard, Eagle Newspaper, 93Q on the Ted & Amy Morning Show, Big Mike in the Morning, 105.9 The Big Talker, and nationally syndicated Gary Nolan Show. Gary is a registered Securities Principal holding his FINRA series 6, 7, 24, and 63 licenses. Gary is also a New York State licensed insurance representative for Life, Health, and Fixed & Variable annuities.
Licensed - Yes
License No - 6, 7, 24, 63
License Type - Securities & Insurance
Syracuse Wealth Management
8135 Soule Road
, NY 13090
P: (315) 925-5500
F: (315) 325-3993
www.syracusewealthmanagement.com
Services Offered
College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Business Consulting
Financial Aid
FAFSA Review
Scholarship Search
Career Guidance
Admissions Assistance
Essay Writing
ACT/SAT Prep
Meetings Offered
My Office
Workplace
Over Phone
Webmeetings
Availability
Mornings
Afternoons
Evenings
CCFS® (Certified College Funding Specialists)
EARNED BY
Gary D. Lucas
ISSUED ON
2017-01-01
CCFS® MEMBER ID
C-765-1385745922
DESCRIPTION
The CCFS® certification mark identifies college financial professionals who have met the high standards of competency and ethics established and enforced by the Association of Certified College Funding Specialists.
Unique Badge ID - xj6tel1BT2-4zGberzFwsA
Disclosures
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Syracuse Wealth Management and Cadaret, Grant are separate entities.