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Comprehensive Financial Planning

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 goals. This begins with an in-depth discussion and discovery process that helps our advisors develop and monitor a financial plan. We then use this plan as a guide for constructing a portfolio specifically tailored to your needs and goals. We have a Certified Financial Planner® on staff who can assist with the identification and prioritization of your goals and the implementation of your financial plan.

Worth noting again, we sell no financial products - such as high-fee insurance, mutual funds or annuities - which are a core staple of much of the financial planning industry. Should our financial planning work indicate that additional insurance coverage is needed, we would recommend only the highest integrity providers. Our private wealth management firm also has connections with local estate planning attorneys and accountants, with whom we can connect you with if needed.