JW Burns

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

5789 Widewaters Pkwy, Dewitt, New York, ...

Phone Number

(315) 449-1341

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About JW Burns

J.W. Burns & Company is a fee-only wealth management and financial planning firm based in Syracuse, NY, with over 50 years of experience serving individual and institutional clients. The firm specializes in a disciplined investment process, offering services such as separately managed accounts and comprehensive financial planning. Their focus is on growing and preserving clients' wealth while maintaining low portfolio costs and a time-tested investment philosophy. Recognized as the Best Investment Firm for 2024 by the Greater Syracuse Community, they prioritize integrity, service, and results in their client relationships.Explore more
JW Burns's Social MediaPopular SearchesJw Burns & Company IncJW Burns & CoBurns J W & Co IncBurns J W & CoJ W Burns LLCSIC Code 62,628NAICS Code 52,523Show more

JW Burns Org Chart

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Vice President, Senior Portfolio Manager

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Partner and Senior Portfolio Manager

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Senior Portfolio Manager

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Research Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JW Burns

<$5M
1-10
Private
-
1974
EG
Edward GrassiVice President, Senior Portfolio Manager
<$5M
1-10
Private
-
-
PR
Patrick RickettsPrincipal Chief Operating Officer Chief Compliance Officer
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2013
NS
Nina StrozakWealth Advisor
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

JW Burns is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

JW Burns is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about JW Burns.

JW Burns Tech Stack

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Frequently Asked Questions Regarding JW Burns

What is JW Burns's official website?
JW Burns's official website is www.jwburns.com
What is JW Burns's Revenue?
JW Burns's revenue is <$5 Million
What is JW Burns's SIC code?
JW Burns's SIC: 62,628
What is JW Burns's NAICS code?
JW Burns's NAICS: 52,523
How many employees does JW Burns have?
JW Burns has 1-10 employees
What industry does JW Burns belong to?
JW Burns is in the industry of: Finance, Securities Trading
What is JW Burns competition?
JW Burns top competitors include: Tribeca Financial, Furlong Investment Solutions, Eppolito Financial Strategies, Ricketts Financial
What technology does JW Burns use?
Some of the popular technologies that JW Burns uses are: WordPress.org, reCAPTCHA, Cloudflare Website Optimization, Google Universal Analytics
How do I contact JW Burns?
JW Burns contact info: Phone number: (315) 449-1341 Website: www.jwburns.com
What does JW Burns do?

J.W. Burns & Company is a fee-only wealth management and financial planning firm based in Syracuse, NY, with over 50 years of experience serving individual and institutional clients. The firm specializes in a disciplined investment process, offering services such as separately managed accounts and comprehensive financial planning. Their focus is on... growing and preserving clients' wealth while maintaining low portfolio costs and a time-tested investment philosophy. Recognized as the Best Investment Firm for 2024 by the Greater Syracuse Community, they prioritize integrity, service, and results in their client relationships.Read More

What are JW Burns social media links?
JW Burns Linkedin page
Is JW Burns a public company?
JW Burns is private company therefore does not currently have an official ticker symbol
See more information about JW Burns

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