Wolfson Ann Assoc

Since 1982, OMC Financial Services has provided personal attention and expert consultation for retirement planning, estate planning and investment management in Syracuse, NY. OMC Financial Services’ fee-only investment advisors will develop an asset management strategy to achieve your personal go...

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

Fiscal Advisors & Marketing, Inc ( FA ) is the largest independent financial advisory firm in New York State with fifteen ( 13 ) full-time professional consultants. The FA professionals are members of the National Association of Independent Public Finance Advisors ( NAIPFA ), and are recognized as having met and passed codified professional standards and conduct in the public finance industry. FA has no affiliation with financial institutions. This enables FA to serve only in the best interest of the clients it represents, without any possible conflicts of interest. FA presently assisted over one thousand municipalities, school districts and public authorities through various financial services. Since its incorporation in 1967, FA is consistently ranked as one of the top ten firms nationally. FA maintains six offices across New York State. Our professionals are readily available to participate in work sessions, Public Hearings and Board Meetings on an as-needed basis. Our experienced professionals assure your financing will receive the utmost attention. FA has fostered an excellent reputation with all aspects of the market both as a member of NAIPFA and from the number of clients we represent. FA brings a sense of security to the banking and underwriting community. There is a high degree of trust in our judgments and opinions by the rating agencies and municipal bond insurers. Bond counsels are eager to work with FA, knowing that the process will be streamlined for them. FA provides its expertise and assistance to clients in many areas including: financial planning and budget forecasting, capital planning and financing, bond and note financing, impact analysis on taxpayers and users, feasibility studies, credit rating review and analysis, lease financings, refunding analysis, investments, arbitrage rebate and accounting services. FA provides additional services related to capital projects including reinvestment of borrowed proceeds, bookkeeping and completing school district aid forms and Final Cost Reports.