The foundation of long-term financial success is having a plan. We help you create a framework for enjoying life now and building a solid financial future. Personal finances are complex and small mistakes can turn into large dollar losses. We provide a review of your personal situation with a no-stress complimentary first meeting where you can ask questions and make sure you are on a good path.
You deserve 100% confidence in your financial future. We are happy to provide a second look at your current financial plan if you already work with an advisor. Long-term financial success is dependent on a foundation of financial knowledge. Working with BPC Advisors, we help grow your financial knowledge, increasing your confidence in the future.
You deserve 100% confidence in your financial future. We are happy to provide a second look at your current financial plan if you already work with an advisor. Long-term financial success is dependent on a foundation of financial knowledge. Working with BPC Advisors, we help grow your financial knowledge, increasing your confidence in the future.
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Your Experience
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We focus on what is next for your financial situation and continually look for additional opportunities to improve your overall wealth. We communicate each step along the way. Our experience in blending investment analysis and comprehensive wealth planning into one cohesive strategy. This is compounded by our attention to detail ingrained in us from our accounting/engineering backgrounds.
Why BPC
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We focus on what is next for your financial situation and continually look for additional opportunities to improve your overall wealth. We communicate each step along the way. Our experience in blending investment analysis and comprehensive wealth planning into one cohesive strategy. This is compounded by our attention to detail ingrained in us from our accounting/engineering backgrounds.
Geoff Wells, CFP
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I started my career in the aerospace industry working as a Blackhawk/Seahawk flight test engineer and then later transitioning into a corporate finance role. In 2012, my wife and I moved back to the Syracuse area and I had the opportunity to pursue my dream career as an advisor. The reward of working with all of our clients has been more than I ever could have imagined.
Faq
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We primarily work with individuals who are serious about investing. More importantly, we seek serious long-term investors who are looking for a straight-forward, evidence-based approach for reaching their financial goals. We help simplify our clients' financial situations by working together to build an appropriate specific to their situations.
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