Who We Serve
We work with individuals, families, professionals, business owners, and retirees at many different stages of life.
GUIDING YOUR FINANCIAL JOURNEY
Financial planning can feel overwhelming. Our job is to make it easier. We help our clients organize their finances, plan for what is ahead, and feel more confident about the decisions they are making.
Welcome to Cadaret Advisory Group
Serving Clients Nationwide and Over $500 Million in Managed Funds
We are a small, hands-on office, and that is a big part of who we are. It is just the two of us – Mac and Manny – so our clients work directly with us. We get to know you, your family, and what matters to you. When you call our office, you are going to speak with one of us, not a call center or an automated phone system.
Our Services
We help our clients with financial planning, investment management, retirement planning, and estate planning coordination.
Our Approach
We keep things personal and hands-on. We listen, get to know you, build a plan around your goals, and stay involved as your life changes.
Meet Our Founder
Mac Cadaret
Mac is the Owner and Founder of Cadaret Advisory Group. He built our firm around strong relationships, clear communication, and practical financial guidance. He works directly with our clients to understand their goals and help create a plan that fits their lives.
Trusted By Clients Nationwide
We currently have flagship offices in New York, Pennsylvania, and Florida.
Trusted By Clients Nationwide
We currently have flagship offices in New York, Pennsylvania, and Florida.
We also have regional offices available for our clients to visit us at your convenience.
We are based in Syracuse, NY, but we work with clients beyond our local community. No matter where you are, the relationship stays personal. You work directly with Mac and Manny, and you always know who to call when you need something.
It All Starts With a Conversation
It All Starts With a Conversation
We start by getting to know you – what you want to accomplish, what concerns you, and what matters most to you and your family.
Analyze & Evaluate
Analyze & Evaluate
We take a look at your current financial picture together and identify anything that may need attention.
Plan & Strategize
Plan & Strategize
We build a strategy around your goals, walk you through it in plain language, and stay involved as things change.