SY Associates

EST. AUM
$100,000,000

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Firm Details

Metro area Buffalo
CRD Number
Website syassociates.com
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Overview

SY Associates is a Western New York-based financial planning and wealth management firm established in 1991. The firm provides retirement planning, investment management, financial planning, estate planning, tax preparation, insurance, and college funding strategies. It emphasizes long-term client relationships and customized financial solutions designed around each client's goals and risk tolerance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

SY Associates

Platform Details

Investment Preferences

Alternative Activity

Address

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