Industry: Financial Services

M&D Financial Agency is a New York-based financial services firm offering a personalized approach to financial planning and wealth management. With a focus on helping individuals, families, and small businesses build and protect their financial future, the agency provides tailored solutions that align with each client’s goals. Rooted in Syracuse, M&D Financial Agency emphasizes long-term relationships and community engagement, striving to educate clients and empower them through transparent, values-driven service.

The firm specializes in holistic financial strategies, including retirement planning, insurance services, and wealth accumulation. As an independent agency, M&D is not tied to one carrier or product, giving clients access to a wide range of options and unbiased advice. Their collaborative approach ensures clients receive plans that evolve with their needs. Additionally, M&D Financial Agency has a reputation for responsiveness, clarity, and integrity—values that form the foundation of their client relationships.

Website: http://www.mdfinancialagency.com/

Key Services:

– Financial planning and advisory services
– Retirement planning strategies
– Life and disability insurance solutions
– Investment and wealth management guidance
– Estate and legacy planning
– Business and succession planning
– Risk management and income protection strategies
– Tax-efficient financial strategies