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About Us

SY Associates is located in Amherst, New York. Serving Western New York since 1991, SY Associates offers education guidance, college funding, retirement planning, asset management, estate planning, tax preparation and insurance services.


Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to creating solutions for your retirement assets. Once we understand your risk tolerance, time horizon, and personal goals, we'll work to develop a suitable investment strategy that not only aligns with your financial aspirations but also incorporates risk management techniques to help you feel comfortable and confident working toward your financial future.

As you navigate our website, we hope you find the content informative and valuable. Please feel free to contact us via phone or email if you have any questions.

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