Overview

Our firm is looking to continue our growth through acquisition within the next 1 to 3 years. We have been in business for 39 years and have 3 offices located throughout upstate New York but have clients scattered throughout the country. Our firm provides comprehensive financial management to clients through discretionary investment advice and financial planning services relating to all aspects of clients' financial affairs. Our investment strategy combines strategic asset allocation, including preferred investment sectors, with substantially individual security selection. We seek a firm with a similar investment philosophy and style in order to expand our firm's client base, explore new opportunities for business expansion, and acquire talented next-generation employees.


Last Activity
6 months or more

Business Data

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