No Matter Where You Are, Find A Business Near You
J.W. Burns is a financial consulting firm in Syracuse, NY, offering a range of services to help clients manage and grow their wealth. Their services include:
1. Separately Managed Accounts: J.W. Burns provides a variety of wealth management services, including Core Equity Growth, Balancing, Equity Income, and Large-Cap Tax-Exempt Value strategies.
2. Fixed Income/Balanced Strategies: The firm works closely with clients to determine the appropriate asset allocation among stocks, bonds, and cash. They collaborate with clients to achieve their financial goals.
3. Comprehensive Financial Planning: J.W. Burns is known for offering broad-based financial advice and planning services. They provide clients with a thorough understanding of their financial situations, investments, income needs, retirement projections, and other monetary goals.
4. Fee-Only Financial Advising: As a fee-only firm, J.W. Burns acts in the best interest of their clients at all times. They prioritize integrity and service, aiming to deliver results that help clients grow and preserve their wealth.
With over 45 years of experience and a disciplined approach to investing, J.W. Burns has established itself as a trusted advisor in the Syracuse area.