Congrats to one of our advisors Katelyn Kriesel for a great commentary in the Syracuse Sunday paper. “Individual action matters; people power is real……We all have the power to effect change.”
We are looking forward to spending 2021 working with many new clients who want to follow New York State’s lead and divest from fossil fuels. Schedule a free review of your holdings and prioritize the time to make sure your investments align with your values.
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