Burns J W & Co Inc

Lipe & Dalton is a Syracuse-based investment firm founded by two highly qualified professionals who hold the esteemed Chartered Financial Analyst (CFA) designation, demonstrating their expertise and commitment to ethical standards. With a focus solely on managing clients' money, they offer separately managed portfolios that provide greater control and potential tax efficiency, resulting in above-average returns with reduced risk. Operating with complete transparency and accountability, Lipe & Dalton safeguards investments while utilizing state-of-the-art technology to monitor and optimize portfolios. Co-founder Willard C. Lipe, III, brings extensive experience as a Senior Portfolio Manager for HSBC Bank USA, managing assets exceeding $250 million, while Patrick M. Dalton, also a co-founder, has a background in Electrical Engineering and holds an MBA from Syracuse University. Together, their dedication to research, risk management, and non-traditional investment approaches has consistently delivered outstanding results for their clients.Generated from the website

Since 1982, OMC Financial Services has provided personal attention and expert consultation for retirement planning, estate planning and investment management in Syracuse, NY. OMC Financial Services’ fee-only investment advisors will develop an asset management strategy to achieve your personal go...

Constellation Asset Management Inc is a financial planning firm based in Fayetteville, NY, offering a comprehensive range of guidance, support, and top-notch solutions to meet the unique financial needs of their clients. With a focus on strength, stability, and security, they strive to provide enduring support throughout their clients' financial journeys, protecting their valuable assets and helping them reach their desired goals and dreams. Through their affiliated entities, Werth Wealth Planning, Prentice Wealth Management, and Cadaret Grant Co. Inc., Constellation Asset Management Inc provides securities and advisory services, ensuring their financial professionals are registered and licensed to conduct business in specific states. Committed to serving U.S. residents, they offer a full spectrum of resources, including financial calculators, market indices, and cybersecurity resources, to help individuals protect themselves and make informed financial decisions.Generated from the website