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J W Burns & Company Investment Counsel Logo

J W Burns & Company Investment Counsel

📍 
5789 Widewaters Pkwy, Syracuse, NY 13214
 jwburns.com

J.W. Burns offers a range of services to meet the financial needs of their clients. These services include:

1. Separately Managed Accounts: J.W. Burns provides a variety of wealth management services, including Core Equity Growth, Balancing, Equity Income, and Large-Cap Tax-Exempt Value.

2. Fixed Income/Balanced Strategies: The firm works in collaboration with clients to determine the appropriate asset allocation among stocks, bonds, and cash. This joint effort aims to help clients achieve their financial goals.

3. Comprehensive Financial Planning: J.W. Burns is known for providing broad-based financial advice and planning services. They offer clients a thorough understanding of their financial situations, investments, income needs, retirement projections, and other monetary goals.

4. Fee-Only Financial Advising: As a fee-only investment counseling firm, J.W. Burns acts in the best financial interests of their clients by avoiding conflicts of interest commonly associated with commission-based compensation structures.

With their focus on integrity, service, and results, J.W. Burns has established itself as a trusted wealth management firm in Syracuse over its 45-year history.