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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

With over 24 years in the financial services industry, Greg offers clients a comprehensive array of investment strategies tailored to fit their particular needs. He specializes in retirement and estate planning. He holds his series 7,...

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Kim started her career as a Sales Assistant with Janney Montgomery Scott LLC in 1999. She played a key role in the growth of the Syracuse office rising to become the Operations Assistant. To support her increased role and...

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