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  • Our Team
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    • Welcome
    • Our Team
    • Our Process
    • Working For You
    • Account-Login
    • Contact Us
  • Welcome
  • Our Team
  • Our Process
  • Working For You
  • Account-Login
  • Contact Us

Working For You

"If it doesn't make sense or you don't understand it, why are you doing it?"

Education is the first step of understanding one's finances. Your decisions toward the planning and managing of your financial objectives begins with a personalized strategy (or plan) based on fact and tolerance for risk, not just emotions. 

Financial Planning (Analysis) and Asset Management (Risk)

Financial Analysis: Determine your financial position

Measure your net worth & cash flow
Determine & clarify financial objective
Measure the probability of success for

  • Retirement
  • Debt management
  • Buying a home
  • Wealth accumulation
  • Education
  • Estate planning


Discuss strategies that make sense to you
Develop financial disciplines
Monitor progress & make appropriate adjustments 


Risk Management:

Life Risk

  • Death
  • Health
  • Disability
  • Long term care issues

Financial Risk

  • Inflation
  • Market volatility
  • Interest rate risk
  • Ability to meet goals
  • Governmental risks
  • Taxes
  • Liability exposure

Investment portfolios are built around sound financial goals which incorporate investment strategies, asset allocation, and financial risk management.

Financial Product & Services:

  • Mutual Funds
  • Exchange Traded Funds (ETF)
  • Stocks
  • Bonds
  • Closed End Funds
  • Annuities
  • Life Insurances and other Insurance Products

Complimentary Second Opinion Service

Receive a unbiased opinion on your financial strategies and investments.  Have a comparative analysis done to determine the effectiveness of your strategies and discuss alternative options.

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  Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. 

MJC Financial Services and Cadaret, Grant are separate entities. OSJ: 8135 Soule Road, Liverpool, New York 13090 (315) 925-5500 

Securities offered in AZ, FL, GA, KS, MD, ME, MO, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, & VT


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