Broker Check

250 South Clinton Street, Suite 110, Syracuse, NY 13202

(315) 234-5157

Our Service Commitment

Serving as your advisors, leaders, and confidants, we pledge the following to you:

  • We will listen to you and ask questions until we fully understand what is important to you, to your family, and what you wish to accomplish through our financial planning process 
     
  • We will develop a comprehensive written financial plan and specific recommendations based on your unique situation.  
     
  • We will provide you with an implementation schedule for these recommendations and will provide guidance that every strategy you choose to implement is accomplished within a time frame you are comfortable with. 
     
  • We will coordinate your legal and tax work among your various advisors or refer you to attorneys, accountants, or other professionals to help you implement our financial recommendations. 
     
  • We will contact you routinely for updates on your personal or professional situation and to determine what adjustments to your financial plan or portfolio are necessary. 
     
  • All of our conversations or meetings will be summarized in writing and this summary will be sent to you in a timely manner to ensure we understand your situation and any adjustments that may need to be implemented. 
     
  • We will make every attempt to return your phone calls within 24 hours and respond to emails in a timely fashion. 
     
  • We will continually study financial markets to provide you with the most substantive and current information available.  We will also explain how this information may or may not impact your situation or your investment portfolio. 
     
  • We will meet with you at least annually to adjust your financial plan based on any personal or professional changes that have occurred, or if you have any updated planning objectives we need to consider. 
     
  • Your sense of well-being will be our priority, and we will put this priority ahead of all others.