Welcome to Ivy Financial Group!
Why are we different? At Ivy Financial Group we believe in providing our clients with a comprehensive financial planning approach that looks at a family’s goals and objectives. We feel it is not only important to manage assets but also to manage debt, manage risk, and manage dreams. Ivy Financial Group is a complete financial services provider helping individuals, families, and businesses with investments, insurance, and financial planning.
"Financial planning is not just about how much I need to save for retirement, it's about whether I am saving enough for my children's education or whether I have planned for estate taxes or long-term care expenses so my children are not burdened by these costs."
At Ivy Financial Group we work with you to quantify your family’s goals and devise a plan to reach those goals. Throughout this site we have outlined some of our process to help you understand how we go about accomplishing a specific plan to help you realize your goals and dreams.
Take a moment to review your situation:
Are you interested in reviewing your investments, insurance or financial planning needs with us? We offer a free consultation and we'll meet when it’s convenient for you. Call us today and see why we are different and how our process can benefit you!
Our Mission Statement:
For centuries, the Ivy plant has symbolized stability, growth, and prosperity. At Ivy Financial we believe in providing our clients with the highest standards in the financial services industry based on a serve first philosophy. With dedication, hard work, and commitment, our mission is to assist you in achieving your financial well being to realize your goals and dreams.
Ivy Financial Group - Toll Free: (800) 692-6802 Fax: (800) 692-6802 - email: info@ivyfinancial.com
4605 Pewter Lane, Manlius, New York 13104
