Clarity & Direction in Financial Planning

From a Team of Financial Professionals

We are a small, independent branch office of Cadaret, Grant & Co., Inc. located in East Syracuse, NY.

Together, our team of licensed financial professionals offers more than 90 years of cumulative experience and expertise. Our clients come to us from all walks of life with varying levels of understanding regarding investing and financial concepts. What they all have in common is a desire to learn and understand the process of setting and achieving goals for their future financial security.
Our clients present real and diverse life concerns, and we begin where you are – there is no minimum account size requirement. Your first visit to your office is a “get to know you” meeting. We do not charge a fee for this consultation, nor will we pressure you for a commitment to do business with us. We believe that it will be very clear to you after one or two meetings whether we are a good “fit” for you – and the choice is always yours.

We are careful to avoid industry jargon whenever possible, and we offer clear explanations and always fully disclose all fees and charges related to a product or strategy, so as to empower you to make an informed decision best suited to your individual needs. 

After all, an educated, informed decision is the best decision!

See Frequently Asked Questions (FAQ) for more information.

Financial Coaching

We are first and foremost financial coaches. More than offering a veritable wealth of expertise and support, coaching encompasses clear objective vision, skilled decision making and a strategy (game plan) carefully designed to help you achieve your financial goals today and throughout the coming years.

The Bottom Line

We respect and value each of our clients as unique individuals. We are with our clients – with you – for the long haul. Through life’s ups and downs, and countless surprises - as your life’s journey unfolds. We work with you to see that your financial plan is able to keep pace and change course as needed. We care about you and your future. We start where you are, define where you want to go, and together arrive at a clear vision for today – and all the tomorrows that await. We enjoy your success. It’s that simple.

Educated Decisions

At its best, financial planning is transparent, genuinely respectful of the individual client, and uniquely tailored to meet the needs of that client. A clear, confident vision, well defined set of goals and careful decision-making naturally go hand in hand with a comprehensive working knowledge of a dynamic economic climate, complex tax code and global market trends. As a prospective client, you have to know where you stand now and what it is you want to achieve, taking into account your risk tolerance and time horizon. The right advisor helps you figure this out, carefully constructs a complementary plan, and assists you with putting it to work – for you! Moreover, the right advisor fully appreciates that your goals and circumstances can change with time, and is readily available to help re-evaluate and revise your plan as needed, making expert use of a wide array of investment tools.
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