At Hill & Associates, we want to help you create your personal success roadmap, designed to guide you to your desired financial destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you to navigate whatever financial complexities life happens to send your way.
By offering ongoing education, we strive to empower you to confidently make decisions and to take an active role in your financial strategies. Based in Syracuse, New York, we work with clients throughout the country. In everything we do, our goal is to passionately serve you by nurturing lifelong relationships built on trust and performance.
By offering ongoing education, we strive to empower you to confidently make decisions and to take an active role in your financial strategies. Based in Syracuse, New York, we work with clients throughout the country. In everything we do, our goal is to passionately serve you by nurturing lifelong relationships built on trust and performance.
Services
Whether you have significant assets to manage--or if you are just starting to accumulate wealth--we have the tools and background to provide the services that may fit your needs. Our goal is to provide you with guidance that helps you to understand and better define your financial goals. We work hard to create mutually beneficial and respected long-term relationships with our clients and their families.
At Hill & Associates, we founded our practice with the desire to help individuals and families develop personalized financial strategies that can grow with them over the years. With over 117 years of combined experience, our team is uniquely positioned to bring this level of experience to you. We are dedicated to serving our clients first, last, and always.
Do you have the right insurance to help protect your family, your assets, and your income? We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow.
We strive to impact the lives of our clients by empowering them with the financial knowledge necessary so that they may face their financial futures with confidence. Regardless of where you are in your investment journey, it is important to protect those things that are most valuable to you, such as your health, your family, and your ability to earn an income.
Our planning process begins with a meeting where we get to know more about each other-- a "first-date" of sorts. We introduce our team, our methodology, our process and we both determine if this relationship should move forward. Next step is to gather your information, review it thoroughly, and meet again to go over findings.
Reviews (1)
Angela Moonan
Dec 12, 2020
Report
Charlie Polka and the entire Team at
Hill & Associates have been incredibly gracious and wonderfully empowering insights and guidance.
Truly pleased on all levels at this early stage of my financial relationship with this firm. What they’ve taught me as well as my daughter already about wealth building is incredible - easy to understand and implement.
I’m relieved and appreciative that my daughter is learning new habits and mindset that will assist in leading her down a prosperous path.
Hill & Associates have been incredibly gracious and wonderfully empowering insights and guidance.
Truly pleased on all levels at this early stage of my financial relationship with this firm. What they’ve taught me as well as my daughter already about wealth building is incredible - easy to understand and implement.
I’m relieved and appreciative that my daughter is learning new habits and mindset that will assist in leading her down a prosperous path.
