Investment Overview

Education Accounts

Brokerage Accounts

Managed Accounts

IVY Newsletter

Many of our clients have enjoyed our newsletter over the years. If you would like to learn more about us and the services we offer, please feel free to request our complimentary newsletter in the contact us section of the website.

Our Investment Process:

"The cornerstone of our asset management philosophy is built upon the core belief that we must provide an objective perspective on the vast spectrum of investment options. Portfolios are tailored to help pursue our clients’ unique financial goals, in accordance with their asset allocation strategies. Developing an investment plan is based on the implementation of our investment process.”Investment Process

Ivy Financial Group  -     Toll Free: (800) 692-6802    Fax: (800) 692-6802   - email:

4605 Pewter Lane, Manlius, New York 13104