Kurt Finkbeiner Retirement Strategies, LLC is a Syracuse, New York-based financial planning and wealth management firm focused on helping individuals and families make informed decisions about their financial futures. Its approach connects financial data with clients’ goals, circumstances, and personal aspirations, recognizing that each client’s needs are different.

The firm’s process begins with understanding a client’s current situation, including finances, resources, challenges, health, family, and work. From there, Kurt Finkbeiner works with clients to define goals, explore what it will take to achieve them, put a plan in writing, and adjust and carry it out over time. Services include financial coaching and counsel, analysis, planning, investment-related guidance, and asset management. The firm also helps clients consider how life changes—such as health concerns, debt, job changes, inheritance, or retirement—may affect their choices and financial security.

Kurt Finkbeiner describes his style as straightforward and grounded in decades of experience. The firm serves employers and employees and offers a newsletter with relevant information, tools, and tips.