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J.W. Burns is a leading financial consultant in Syracuse, NY, offering personalized portfolio and wealth management services. With over 45 years of experience, this independent, SEC-registered firm focuses on achieving above-average returns with below-average risk. Their investment philosophy centers around investing in great businesses with great management teams at attractive prices. J.W. Burns provides a range of services including separately managed accounts, fixed income/balanced strategies, and comprehensive financial planning. Their team of experienced Syracuse financial advisors is committed to acting in the best interests of their clients and building a reputation based on integrity, service, and results.
Services offered by J.W. Burns include:
- Separately Managed Accounts: Core Equity Growth, Balancing, Equity Income, and Large-Cap Tax-Exempt Value.
- Fixed Income/Balanced Strategies: Collaborative asset allocation among stocks, bonds, and cash.
- Comprehensive Financial Planning: Thorough understanding of clients' financial situations, investments, retirement projections, and other monetary goals.
J.W. Burns' website provides more information about their approach to wealth management and their team of experts who serve the Syracuse area.