Duffy Financial - Syracuse, New York

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For individuals and families seeking comprehensive financial planning services, Duffy Financial presents a dedicated resource located at 2717 Bellevue Ave #6, Syracuse, NY 13219. Contact them directly at 53821805 or visit their website at duffy-financial.com to explore their offerings. Currently, Duffy Financial has 0 reviews on Google My Business, reflecting a nascent presence and an opportunity for potential clients to share their experiences. The average opinion remains at 0/5, underscoring the importance of initial engagement and service delivery.

About Duffy Financial

Duffy Financial operates as a financial planner firm committed to guiding clients through the complexities of personal and investment management. They specialize in providing tailored strategies designed to meet diverse financial goals, encompassing retirement planning, investment portfolio construction, education funding, and estate planning. The firm’s approach centers on building long-term relationships based on trust, transparency, and a deep understanding of each client's unique circumstances. Their team strives to offer proactive advice and support, adapting strategies as life events and market conditions evolve.

Key Features and Services

• Personalized Financial Plans: Duffy Financial doesn’t offer a one-size-fits-all solution. Instead, they meticulously analyze a client’s current financial situation, risk tolerance, and objectives to craft a bespoke plan.
• Investment Management: They provide investment management services, aiming to grow client assets while aligning with their risk parameters. This includes asset allocation, security selection, and ongoing portfolio monitoring.
• Retirement Planning: A crucial aspect of their service is helping clients plan for a comfortable retirement, considering factors like savings, Social Security, and potential investment returns.
• Education Funding: Duffy Financial assists families in saving and planning for the costs associated with higher education, exploring options like 529 plans and other investment vehicles.
• Estate Planning Basics: They offer guidance on fundamental estate planning concepts, emphasizing the importance of wills, trusts, and other legal documents to ensure assets are distributed according to clients' wishes.

Location and Accessibility

The firm’s physical address is 2717 Bellevue Ave #6, Syracuse, NY 13219. This location provides a dedicated space for client consultations and meetings. Duffy Financial is committed to ensuring accessibility for all clients. The parking lot is wheelchair accessible, and a wheelchair accessible restroom is available on-site. Furthermore, the office is generally open for appointments, and clients are strongly encouraged to schedule an appointment in advance to optimize their consultation time. The facility also provides a standard restroom for all visitors.

Important Considerations

It’s important to note that Duffy Financial currently has no publicly available reviews on Google My Business. This suggests a relatively new or smaller firm. However, this also presents an opportunity for prospective clients to be among the first to share their experiences and contribute to the firm’s online reputation. Scheduling an appointment is highly recommended to ensure adequate time is allocated for a thorough discussion of your financial needs and goals. The team emphasizes a client-centric approach, prioritizing open communication and a collaborative planning process. They understand that financial planning is a significant undertaking, and they are dedicated to providing the support and expertise necessary to help clients achieve their aspirations. duffy-financial.com offers a more detailed overview of their services and team members.

Contact Information

Phone: 53821805

Website: duffy-financial.com

Address: 2717 Bellevue Ave #6, Syracuse, NY 13219

Other Points of Interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.

",
"summary": "Duffy Financial is a Syracuse-based financial planner offering personalized planning services including investment management and retirement strategies. With a commitment to accessibility, they aim to help clients achieve their financial goals.",
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