Wall Street Bull Painting in JW Burns offices

Comprehensive Financial Planning in Syracuse

At J.W. Burns & Company, we understand that financial planning is more than just numbers; it’s about creating a secure and prosperous future for you and your family in Syracuse. Our comprehensive financial planning services are designed to meet the unique needs of the Syracuse community, from downtown to the suburbs.

Building a Financial Plan

Our Approach to Financial Planning in Syracuse

J.W. Burns & Company provides broad-based financial planning for Syracuse area clients that offers a more thorough understanding of each individual’s financial situations, income needs, retirement projections, and other financial goals.

This begins with an in-depth discussion and discovery process that helps our financial planning firm to develop and monitor an investment plan. We then use this financial plan as a guide for constructing a portfolio specifically tailored to your needs and goals.

As a top private wealth management firm in the Syracuse area, we have a CFP Professional on staff who can assist with the identification and prioritization of your goals and the implementation of your financial plan.

A Holistic Approach for Every Stage of Your Life

We understand that effective financial planning in Syracuse involves more than just investment advice:

Estate Planning with Local Expertise

Through our partnerships with local estate planning attorneys, we ensure your estate planning needs are addressed with a deep understanding of Syracuse’s legal landscape.

Strategic Tax Planning

We collaborate with skilled local accountants to optimize your tax strategies, aligning them with Syracuse’s regulations and opportunities.

Education Planning for Syracuse Families

Our team offers insights into saving for education, considering the nuances of institutions in and around Syracuse.

Frequently Asked Questions

What makes your financial planning service unique in Syracuse?

Our team, including a CFP® professional, offers unbiased, product-free advice, and we have strong partnerships with local attorneys and accountants to provide a comprehensive service.

How do you integrate estate and tax planning into your services?

We work closely with local Syracuse estate attorneys and accountants to offer integrated and holistic financial planning solutions.

What is the difference between a financial planner and a financial advisor?

A financial advisor generally offers a broad range of money management services, such as investment management and portfolio advice. A financial planner, however, typically focuses on developing a holistic plan for long-term financial goals, including aspects like retirement planning, estate planning, and tax strategies. While a financial advisor focuses more on investments and assets, a financial planner provides a comprehensive roadmap for overall financial health.