Overview

We are a full service financial planning firm with a primary focus on investment management and retirement income planning. Located in a suburb of Syracuse, NY, we are looking to continue our growth trajectory by selectively acquiring practices. We have successfully acquired other practices and our entire staff has significant experience in this process.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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