Helping you grow and preserve your wealth .png

We provide wealth management service to select families and small businesses. We help them make more informed decisions about their money and the growth and preservation of their assets. We work for our clients as we would for our own family to build lasting, meaningful relationships based on trust, integrity, and a high level of service.

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We do three primary things for our clients. We help them:

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Generate the necessary income to sustain the lifestyle they deserve_ both now and in retirement .png
Build a legacy for the ones they love and the things they care about .png

Investment insights

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Take a look at the weekly market insights and possible impacts on investors.

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This weekly chart uses economic data to address timely market topics.

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Get a thorough review of investment trends and topics across asset classes and global markets.  

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Let’s talk more about your financial goals

We look forward to sitting down and having a conversation about your current circumstances and your goals and evaluating if we’re a good fit for one another. Whether you’re nearby in Syracuse or live across the country, we are open for a no-obligation consultation in person or by phone.
Bombard-Cavanaugh Financial Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, MA, MD, ME, MO, NC, NH, NJ, NM, NV, NY, PA, RI, SC, TN, TX, VA, VT, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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