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Syracuse : Business Services : Checks & Balance Financial Services
Our firm's mission is to protect our clients' assets through long term financial, tax, and insurance planning. The concepts are to maximize our clients' wealth through investments in a well-managed, diversified portfolio, reduce risk through evaluation of insurance needs, and minimize federal and state taxes by taking advantage of all legal and ethical loopholes available.
Address:
Phone: (315) 433-9000
Fax: (315) 433-0009
Website: Visit Our Website
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