Excelsior Wealth Partners | Investment Advisors, Financial Planners

M & D Financial Agency Inc is a well-established financial services firm with a strong focus on protecting client capital, educating clients on their options, and managing risk. As independent agents, they offer a wide range of insurance coverage options and work diligently to maximize, manage, and protect their clients' wealth. The agency specializes in investment, wealth, and asset management, offering services such as municipal bonds, IRA's, 401k plans, annuities, and retirement planning. With a mission to empower clients through unbiased professional advice and guidance, M & D Financial Agency Inc has built strong relationships with over 7,000 clients and communities they serve. Generated from the website

Robert Brunette - Raymond James is a financial services firm based in Syracuse, NY, specializing in investment management and wealth planning for individuals and businesses. With a focus on personalized strategies and client relationships, the firm offers a range of financial products and services to help clients achieve their long-term financial goals. Generated from their business information