Certified Public Accountants

M & D Financial is a reputable financial services firm with over a decade of experience, serving a diverse clientele of over 7,000 clients and multiple communities. They specialize in protecting client capital, providing unbiased professional advice, and managing risk through a wide range of insurance coverage options and investment programs. Their team of knowledgeable partners, including Accredited Investment Fiduciaries and Certified 401k Professionals, work closely with clients to develop well-diversified portfolios, optimize investment options, and fulfill fiduciary responsibilities. M & D Financial also offers services in retirement planning, including individual and corporate plans, as well as supplemental Medicare insurance and various other insurance policies.Generated from the website

We offer a monthly newsletter of changes and ideas in tax and business planning to our clients. Our partners and staff are highly trained and experienced, offering a complete range of financial statements including reviewed or compiled financial statements, along with personal financial statements, depending on your needs. For more information, call us today!

Plan your visit to M&T Bank's Manlius branch and ATM in Manlius, NY by checking our hours of operation or taking advantage of branch ATMs, open 24/7. M&T Bank is a community-focused, regional financial services company committed to serving the way you bank today, at a location near you.