SOUND FINANCIAL GUIDANCE THAT LASTS A LIFETIME

Call us today
for an appointment
315.821.2827

Location

475 Sherrill Road

Sherrill, New York 13461

Office Hours

Monday - Friday 8:30 am to 4:30 pm

 

Inquire for additional

appointment times.

Sound Mind Financial LLC is an independent and locally-owned financial advisory firm located in central New York. We take a relational approach to building our practice, taking the time to properly assess and listen to what is important to you. Our mission is for clients to achieve their lifetime financial goals. 

 

We are driven by our commitment to five core values: independence, trust, competence, service and legacy.

Check the background of these investment professionals on FINRA's BrokerCheck

RETIREMENT PLANNING

Today, the financial world is complex and full of choices and uncertainties. Especially when you are preparing to retire, you need a trusted advisor with experience.

LIFE/DISABILITY INSURANCE

At Sound Mind Financial, we will meet with you to evaluate your current insurance program to see if it adequately meets your needs and  goals.

EMPLOYEE BENEFITS

When selecting an employee benefit plan, the choices can be overwhelming and confusing. Let us assist you in evaluating the available plans and choosing the options that are right for you and your valued employees.

COLLEGE PLANNING

One of the greatest gifts you can pass on to your children or grandchildren is the gift of higher education.

THE INVESTMENT
ADVISORY SERVICE

Provides you with a personal investment strategy based on your goals, timeframe,

and tolerance for risk.

© 2019 Sound Mind Financial LLC. Securities and advisory services offered through Registered Representatives of Cadaret, Grant &Co., Inc., Member FINRA/SIPC

Supervising Branch: 1173 Chestnut Ridge Rd., Kirkville, NY 13082 (315) 687-3557. Cadaret, Grant and Sound Mind Financial LLC are separate entities. Our Advisors are licensed to sell securities in the following states: AZ, CA, CT, FL, MA, ME, MN, MO, NC, NY, OH, PA, SC, TN, TX, VA, WA, WY.