Fraser and Associates is a financial services firm based in Oswego, New York, dedicated to helping individuals, families, and small businesses achieve their financial goals through comprehensive planning and personalized solutions. With a client-centered approach, the firm provides tailored financial strategies that align with each client’s unique stage in life and financial objectives. Led by experienced financial professionals, Fraser and Associates offers expertise in retirement planning, investment advisory, wealth management, and insurance services.

Known for its commitment to long-term client relationships and financial education, Fraser and Associates emphasizes transparency and trust in every interaction. The firm serves the Oswego community and surrounding areas, delivering financial clarity through a combination of modern tools and time-tested strategies. Additionally, the team is well-versed in holistic planning, integrating tax considerations and estate planning coordination to provide a well-rounded financial roadmap.

Fraser and Associates is affiliated with Cambridge Investment Research, a respected broker-dealer, which enhances its ability to offer independent, objective advice. With strong roots in the local community, the firm stands out for its personalized service, community involvement, and dedication to financial well-being.

Website: http://fraserandassociates.com/

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment advisory and portfolio management
– Life and long-term care insurance
– Estate planning coordination
– Tax-efficient financial strategies
– Business succession planning
– College savings and education planning