Lipe & Dalton |
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Lipe & Dalton is an independent investment counseling firm specializing in separately managed accounts. Each of the principals has over a decade of investment experience and holds the prestigious Chartered Financial Analyst (CFA) designation. Clients include pension/profit sharing plans, foundations, endowments, trusts and high net worth individuals. |
CategoryFinancial ServicesMain ContactPatrick Dalton Phone(315) 428-8585 Websitewww.lipeanddalton.comAddress103 E. Water St., Ste. 305 Syracuse, NY 13202 |