The Right Choice for
Your Financial Future

Confidential Planning began in 1975 as an independent financial services company specializing in retirement planning and investment advice. With over 30 years experience as a full service organization, we now focus on the unique financial needs of educators and employees of school systems, universities, hospitals, and non-profit organizations.

At Confidential Planning, we provide a professional approach to integrated financial services and offer our clients superior, personalized customer service, sound advice, and a diversified range of investment products.

Headquartered in Syracuse, New York, we have a presence throughout New York State and the region. Hundreds of school districts, hospitals, universities and non-profit organizations entrust us with providing retirement planning services for their employees.