J.W. Burns is a leading financial consultant in Syracuse, NY, offering personalized portfolio and wealth management services. With over 45 years of experience, J.W. Burns focuses on achieving above-average returns with below-average risk for their clients. Their investment success is based on investing in great businesses with great management teams at attractive prices. The firm's experienced financial advisor team follows a disciplined and consistent investing process, avoiding market timing and maintaining low turnover to minimize costs for clients' portfolios. J.W. Burns has a time-tested investment philosophy and a commitment to acting in their clients' best financial interests.

The services offered by J.W. Burns include separately managed accounts, fixed income/balanced strategies, and comprehensive financial planning. Their separately managed accounts provide a wide range of wealth management services such as Core Equity Growth, Balancing, Equity Income, and Large-Cap Tax-Exempt Value. The firm works closely with clients to determine the appropriate asset allocation among stocks, bonds, and cash to achieve their financial goals. Additionally, J.W. Burns offers comprehensive financial planning that provides clients with a thorough understanding of their financial situations, investments, retirement projections, and other monetary goals.

Overall, J.W. Burns aims to grow and preserve their clients' wealth while maintaining integrity, providing exceptional service, and delivering positive results.