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From a Team of Financial Professionals

We are a small independent branch office of Cadaret Grant & Co., Inc. located in East Syracuse, NY.

Together, our team offers more than 90 years of cumulative experience and expertise.  While our clients are regular folks - just like you - a very large percentage of the individuals we work with are women.  As women ourselves, we value this shared common ground and we are especially accomplished in looking toward the future from a woman’s perspective.

Our clients present real and diverse life concerns, and we begin where they are – there is no minimum account size requirement.  We never charge a fee or expect a commitment from you when you visit, nor do we pressure you to do business with us.  Generally, it is very clear after one or two meetings whether we are a good “fit” for you. The choice is always yours.  

Careful to avoid industry jargon whenever possible, we use simple analogies to illustrate key financial concepts. We offer clear explanations and fully disclose all fees and charges so as to empower you to make informed decisions best suited to your individual needs.

After all, an educated, informed decision is the best decision.

See frequently asked questions (FAQ) for more information.

This website is intended for residents of: New York, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Vermont, Virginia, Washington and Washington, DC.

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