The Decisive Difference

We are independent financial planners based in Syracuse, NY who assist people in identifying and reaching their financial goals. Our objective is to partner with our clients and walk them through the difficult financial decisions that have to be made today to prepare for a secure tomorrow...

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy