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Center for Wealth Management, Financial Planning and Tax Strategies

Center for Wealth Management, Financial Planning and Tax StrategiesCenter for Wealth Management, Financial Planning and Tax StrategiesCenter for Wealth Management, Financial Planning and Tax Strategies

We are a partnership who provide sound financial services to our clients 

in planning for death, disability, and retirement

(315) 622-4700

Center for Wealth Management, Financial Planning and Tax Strategies

Center for Wealth Management, Financial Planning and Tax StrategiesCenter for Wealth Management, Financial Planning and Tax StrategiesCenter for Wealth Management, Financial Planning and Tax Strategies

We are a partnership who provide sound financial services to our clients 

in planning for death, disability, and retirement

(315) 622-4700

About Us

Why Us?

Financial Plans that are Strong, Comprehensive, and Personal

The Advanced Planning Network

We Compete Everyday.


We have only four competitors:

Death , Disability, Illness, and Old Age.


Our job is to see our clients before any of our competitors.

The Advanced Planning Network

Financial Plans that are Strong, Comprehensive, and Personal

The Advanced Planning Network

Not simply a collection of designated specialists.


We are a carefully-chosen, well-organized, and methodical group of experts working in harmony to make successful business owners and families seriously wealthy.

Financial Plans that are Strong, Comprehensive, and Personal

Financial Plans that are Strong, Comprehensive, and Personal

Financial Plans that are Strong, Comprehensive, and Personal

Our strategic partners provide an unmatched expertise and cumulative intelligence to help you plan, implement, and adapt your goals of financial freedom and security .


We are your champions.

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Center for Wealth Management & Financial Planning

Offices in Syracuse, Liverpool, Rochester and Buffalo

(315) 622-4700

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

Copyright © 2019 CNY Center for Wealth Management and Financial Planning - All Rights Reserved.