Anchor Capital Management

Lipe & Dalton is a Syracuse-based investment firm founded by two highly qualified professionals who hold the esteemed Chartered Financial Analyst (CFA) designation, demonstrating their expertise and commitment to ethical standards. With a focus solely on managing clients' money, they offer separately managed portfolios that provide greater control and potential tax efficiency, resulting in above-average returns with reduced risk. Operating with complete transparency and accountability, Lipe & Dalton safeguards investments while utilizing state-of-the-art technology to monitor and optimize portfolios. Co-founder Willard C. Lipe, III, brings extensive experience as a Senior Portfolio Manager for HSBC Bank USA, managing assets exceeding $250 million, while Patrick M. Dalton, also a co-founder, has a background in Electrical Engineering and holds an MBA from Syracuse University. Together, their dedication to research, risk management, and non-traditional investment approaches has consistently delivered outstanding results for their clients.Generated from the website

Fingerlakes Wealth Management is a registered investment advisor based in Ithaca, NY, offering comprehensive financial planning and retirement planning services. With a commitment to social and environmental responsibility, they provide personalized investment plans that align with their clients' values and goals, ensuring they are prepared for life's adventures. Driven by a team of experienced financial advisors, Fingerlakes Wealth Management goes the extra mile for their clients, offering advanced financial tools, prompt personal service, and simplified access through their client portal. They are dedicated to impact investing and socially responsible investing, aiming to make a positive difference in the local community and the environment. With a focus on transparency and trust, they strive to build long-term relationships with their clients, providing comprehensive service at every stage of life.Generated from the website

Burns Matteson Capital Management is a financial services firm based in Corning, NY, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized strategies and long-term wealth preservation, the firm offers a range of services to help clients achieve their financial goals. Generated from their business information