Business Details
Your Trusted Financial Partner in Upstate New York
Members Advisory Group was founded on the guiding principles of honesty and excellence to serve the upstate New York community. Our personalized client-centric approach focuses on delivering financial counseling with integrity and professionalism, building lifelong client relationships rooted in trust. We are an independent registered investment advisory firm committed to disciplined, responsive, and substantive advice, prioritizing client interests through integrity, excellence, teamwork, and independence.Our team combines over 30 years of industry experience to deliver tailored financial solutions, leveraging proprietary technology to adapt to changing economic and market conditions. We specialize in financial planning, investment advisory services, insurance protection, and tax planning, creating customized strategies aligned with each client's unique goals and circumstances.
Services
Financial Planning
Investment Advisory
Insurance Services
Tax Planning
Highlights and features
- We offer personalized financial counseling tailored to individual client needs
- Our team combines over 30 years of industry experience and expertise
- We maintain strict independence to minimize conflicts of interest
- We utilize proprietary technology for adaptive wealth management solutions
- We prioritize open communication and lifelong client relationships
Services
Financial Planning
Our financial planning services create customized strategies for retirement, budgeting, insurance, and tax planning. We analyze each client's financial profile to develop personalized cash flow projections and wealth management plans. Our adaptive approach ensures ongoing adjustments to align with changing economic conditions and client objectives.
Investment Advisory
We design investment portfolios tailored to individual risk tolerances and financial goals. Our non-proprietary approach offers diverse options including mutual funds, equities, fixed income, and ETFs. Our professionals work closely with clients to ensure their investment strategies remain aligned with evolving personal circumstances and market conditions.
Insurance Services
We provide comprehensive insurance solutions covering life, health, and long-term care needs. Our approach focuses on protecting clients' financial security through customized coverage strategies. We help clients navigate insurance options to find appropriate protection solutions that integrate with their overall financial plans.
Tax Planning
Our tax planning services address income and estate tax considerations through strategic planning. We help clients optimize their tax positions while aligning with broader financial objectives. Our approach considers both current tax implications and long-term estate planning needs to maximize wealth preservation.
People
Scott Cashmore
Managing Partner
Scott Cashmore, with 16 years in financial services, leads Members Advisory Group as Managing Partner. A registered investment advisor representative, he graduated from University at Buffalo with a Marketing degree. He focuses on building client relationships through personalized financial solutions.
Jeffrey Cashmore
Investment Advisor
Jeffrey Cashmore brings 31 years of financial advisory experience to Members Advisory Group. A University of Buffalo Accounting graduate and former Air Force member, he has served clients since 1989. His expertise focuses on creating tailored investment strategies for individuals and families.
Questions
What services does Members Advisory Group offer?
We provide financial planning, investment advisory services, insurance protection, and tax planning tailored to individual client needs in upstate New York.
How does Members Advisory Group approach client relationships?
We prioritize personalized, client-centric service through open communication and long-term relationship building based on trust and integrity.
What makes Members Advisory Group different from other firms?
Our independence, combined with over 30 years of industry experience, allows us to offer unbiased advice focused solely on client needs.
How do you handle changing financial circumstances?
We use proprietary technology to adapt wealth management plans to evolving economic conditions and personal circumstances for ongoing relevance.
What experience does your team have?
Our professionals have over 30 combined years in financial services, including specialized expertise in investment advisory and tax planning.
