HELPING OUR CLIENTS PURSUE THEIR FINANCIAL GOALS
CONTACT US
906 Spencer Street Suite 204 Syracuse, NY 13204 (315) 422-0361 [email protected] www.libertywealthllc.com
HELPING OUR CLIENTS PURSUE THEIR FINANCIAL GOALS
Securities offered through NEXT Financial Group, Inc. Member FINRA/SIPC. Liberty Wealth Management is not an affiliate of NEXT Financial Group, Inc.
ABOUT LIBERTY WEALTH MANAGEMENT, LLC Liberty Wealth Management, LLC was established in 2013 by combining the financial practices of R.S. Pandillo Associates, Inc. and Boyea Financial Services in order to provide a superior level of client service. Our firm’s priority is helping our clients pursue their financial goals while maintaining professionalism and a friendly atmosphere. No two portfolios are alike, and we structure our services to create tailored financial plans.
OUR SERVICES Our goal is to help you create financial objectives while providing the resources to help you reach them. We provide holistic financial planning services that encompass every aspect of your portfolio, including tax strategies and insurance, to create well-rounded plans that align with your goals. SOME OF OUR SERVICES INCLUDE: • • • • •
Comprehensive wealth management Estate planning strategies Employer-sponsored retirement plans Retirement income planning Life insurance
OUR TEAM
SCOTT C. PANDILLO Founder [email protected] Scott actively assists his clients to help them maximize their portfolios and reach their financial goals. With nearly 30 years of financial services industry experience and collaborative work with accountants and attorneys, Scott has the knowledge necessary to provide quality advice in the best interest of his clients. Scott holds his Series 6, 7, 24, and 63 licenses, along with licenses in life and health insurance, which in addition to his years of experience provide him with the expertise and guidance required to operate a successful business while maintaining exceptional knowledge and skill in financial services.
The core of Liberty Wealth Management, LLC was established with trustworthiness as the central focus. We aim to create an environment in which you and your family can feel at home. Our clients feel like friends and family to us, and it is our mission to nurture lasting relationships while continuing to provide the utmost in service.
Jeff has been active in the financial services business for 15 years. He has an accounting background and holds an Accounting degree from Le Moyne College. He holds series 6, 7 and 63 licenses, along with licenses in life and health insurance. Jeff develops tailored financial and retirement plans for each client he works with. At Liberty Wealth Management, Jeff has the capability to design retirement plans that help fit both the needs and budget for the individuals and business owners he assists. We look forward to developing a plan that works for you and your family or business.
Before entering the financial services industry, Scott had a background in the armed services as a personnel administrator in the Navy. Scott focuses on establishing trust through dedicated service and building meaningful client relationships.
SOPHIA VANDERVEER Operations Support Staff [email protected] JOHN G. CUNNINGHAM Licensed Support Staff [email protected]
MISSION STATEMENT
JEFFREY E. BOYEA Founder [email protected]
John has more than 20 years of commercial banking experience helping businesses and individuals alike meet their financial needs. He joined R.S. Pandillo Associates, Inc. as a financial consultant in 2006. His unique skill set helps Liberty Wealth Management distribute supportive financial consulting to all clients. He is a 1984 graduate of Ithaca College where he received a degree in Business Management. He maintains his Series 7 and Series 63 securities licenses and assists with the overall financial plan development process.
Sophia Vanderveer has been building relationships with clients of Liberty Wealth Management for more than 14 years. She manages the company’s administrative tasks, as well as the daily office duties and ensures that all clients are satisfied with their services. When calling Liberty Wealth Management, Sophia is often the friendly voice on the end of the line ready to assist clients in any way that she can. She attended business school where she learned the skills needed to excel in the financial services industry. In addition, her years of experience have built and maintained strong, mutually beneficial client relationships at Liberty Wealth Management.
906 Spencer Street Suite 204 Syracuse, NY 13204 (315) 422-0361 [email protected] www.libertywealthllc.com
HELPING OUR CLIENTS PURSUE THEIR FINANCIAL GOALS
Securities offered through NEXT Financial Group, Inc. Member FINRA/SIPC. Liberty Wealth Management is not an affiliate of NEXT Financial Group, Inc.
ABOUT LIBERTY WEALTH MANAGEMENT, LLC Liberty Wealth Management, LLC was established in 2013 by combining the financial practices of R.S. Pandillo Associates, Inc. and Boyea Financial Services in order to provide a superior level of client service. Our firm’s priority is helping our clients pursue their financial goals while maintaining professionalism and a friendly atmosphere. No two portfolios are alike, and we structure our services to create tailored financial plans.
OUR SERVICES Our goal is to help you create financial objectives while providing the resources to help you reach them. We provide holistic financial planning services that encompass every aspect of your portfolio, including tax strategies and insurance, to create well-rounded plans that align with your goals. SOME OF OUR SERVICES INCLUDE: • • • • •
Comprehensive wealth management Estate planning strategies Employer-sponsored retirement plans Retirement income planning Life insurance
OUR TEAM
SCOTT C. PANDILLO Founder [email protected] Scott actively assists his clients to help them maximize their portfolios and reach their financial goals. With nearly 30 years of financial services industry experience and collaborative work with accountants and attorneys, Scott has the knowledge necessary to provide quality advice in the best interest of his clients. Scott holds his Series 6, 7, 24, and 63 licenses, along with licenses in life and health insurance, which in addition to his years of experience provide him with the expertise and guidance required to operate a successful business while maintaining exceptional knowledge and skill in financial services.
The core of Liberty Wealth Management, LLC was established with trustworthiness as the central focus. We aim to create an environment in which you and your family can feel at home. Our clients feel like friends and family to us, and it is our mission to nurture lasting relationships while continuing to provide the utmost in service.
Jeff has been active in the financial services business for 15 years. He has an accounting background and holds an Accounting degree from Le Moyne College. He holds series 6, 7 and 63 licenses, along with licenses in life and health insurance. Jeff develops tailored financial and retirement plans for each client he works with. At Liberty Wealth Management, Jeff has the capability to design retirement plans that help fit both the needs and budget for the individuals and business owners he assists. We look forward to developing a plan that works for you and your family or business.
Before entering the financial services industry, Scott had a background in the armed services as a personnel administrator in the Navy. Scott focuses on establishing trust through dedicated service and building meaningful client relationships.
SOPHIA VANDERVEER Operations Support Staff [email protected] JOHN G. CUNNINGHAM Licensed Support Staff [email protected]
MISSION STATEMENT
JEFFREY E. BOYEA Founder [email protected]
John has more than 20 years of commercial banking experience helping businesses and individuals alike meet their financial needs. He joined R.S. Pandillo Associates, Inc. as a financial consultant in 2006. His unique skill set helps Liberty Wealth Management distribute supportive financial consulting to all clients. He is a 1984 graduate of Ithaca College where he received a degree in Business Management. He maintains his Series 7 and Series 63 securities licenses and assists with the overall financial plan development process.
Sophia Vanderveer has been building relationships with clients of Liberty Wealth Management for more than 14 years. She manages the company’s administrative tasks, as well as the daily office duties and ensures that all clients are satisfied with their services. When calling Liberty Wealth Management, Sophia is often the friendly voice on the end of the line ready to assist clients in any way that she can. She attended business school where she learned the skills needed to excel in the financial services industry. In addition, her years of experience have built and maintained strong, mutually beneficial client relationships at Liberty Wealth Management.
