Who Is U Financial Consulting?
U Financial Consulting is a firm that offers independent strategies to clients so that they can maximize their financial goals. Being independent means the firm can choose from all kinds of options that are not tied to any of the large national investing firms.
Since the start of his career, Jon Law has been a success at explaining financial matters to people who were too busy working in their businesses to take the time to plan for their future. Over the course of 40 years in the business, he has helped thousands of people in New York and Florida understand how dollars that are set aside today can turn into a legacy years down the road. He brings a world of expertise with particular strengths in areas such as investment management, financial management, taxes, and college financial aid planning. His goal is to help busy people find the right mix of solutions to match their goals.
Jon was born and raised in Syracuse. He has “Orange” in his blood as an SU alum and a former season seat ticket holder for Syracuse football and basketball. In addition to his executive career, Jon has always been active in the not for profit world. He continues to serve on several boards of directors as well as consulting with many area large and small businesses.
Jon currently holds the following professional designations, CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant) and CFF (Certified Financial Fiduciary).
What You Can Expect From Jon Law:
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Understands your needs
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Always puts your best interests first
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Client education
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Written retirement income plan
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Communication and review
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Jon Law
Founder