Wolfson Ann Assoc

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...

SPD Associates is a financial advisory firm located in Manlius NY dedicated to providing expert financial planning and investment management services. With a focus on personalized strategies they help clients achieve their financial goals through tailored advice and comprehensive support. Their experienced team is committed to building long-lasting relationships and ensuring financial well-being for individuals and businesses alike. Generated from this place's information

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