Our Mission
Our mission is simple: give our clients clear financial guidance while keeping the relationship personal. Because it is just the two of us, we are able to stay closely involved. We want you to know us, trust us, and feel comfortable picking up the phone whenever you have a question.
Our History
Our firm was built on personal service and long-term relationships, and that has never changed. We know our clients personally, we often get to know their families, and we stay involved through the different stages of their lives.
Our Approach
We believe every investment portfolio should have a purpose. We take the time to understand your goals, needs, and comfort with risk, then build an approach around you. Because we work so closely with our clients, we can stay involved and make adjustments when life changes.
Where We Serve
Where We Serve
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.