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J W Burns & Company Investment Counsel Logo

J W Burns & Company Investment Counsel

5789 Widewaters Pkwy, Syracuse, NY 13214

JW Burns is a financial consulting firm based in Syracuse, NY, that offers a range of services to help clients achieve their financial goals. Their services include:

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

2. Fixed Income/Balanced Strategies: They work closely with clients to determine the appropriate asset allocation among stocks, bonds, and cash. The investment process is a collaborative effort aimed at helping clients reach their financial goals.

3. Comprehensive Financial Planning: JW Burns is known for providing thorough and comprehensive financial advice and planning. They aim to offer clients a deeper 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, JW Burns operates with the sole objective of acting in the best interest of their clients. Their approach is built on integrity, service, and delivering results.

With over 45 years of experience in the industry and a focus on disciplined investing with low turnover, JW Burns has established itself as a leading wealth management firm in Syracuse committed to helping clients grow and preserve their wealth.