Oxford Harriman & Co. Syracuse, New York Office
As the founder and managing partner of the Bailey Financial Group, Mark has built a team culture based on a high level of dedicated client service. Their total team approach helps address a full range of client needs, with a particular emphasis on providing holistic retirement planning advice to help guide their clients to and through retirement.
As our senior investment strategist, Wojtek devotes considerable time to investment research, strategy implementation, risk mitigation and industry trends analysis. Knowing that financial markets change, he also knows it is essential that our team’s investment strategies and recommendations evolve accordingly.
Ginger has more than 25 years of financial industry experience. For more than twenty of those years, she has been with Bailey Financial Group, building long-term relationships with our clients and their families. Because Ginger is patient and a good listener, clients feel heard and comfortable asking her about financial matters they do not fully understand.
Dennis understands that wealth management is more than just the wide range of financial services and solutions you can access through Oxford Harriman & Company; it is how those services and solutions are developed and delivered in order to help you pursue your goals. That’s why he helps to oversee a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations.
5789 Widewaters Pkwy.
Dewitt, NY 13214
Helping People Make Smart Financial Decisions.
How you handle your money can make a difference.
Our goal is to help our clients clarify financial goals, identify risks, grow assets and reduce uncertainty.
- Financial Advice
- Investment Management
- Retirement Plans
Contact us to see how we can make a difference for you.
Things We Believe
At Oxford Harriman & Company, we work closely with you to develop strategies around wealth accumulation, risk management, liquidity & income planning, and wealth transfer. Our efforts are guided by the following beliefs:
We believe in relationships.
We engage clients on the basis of relationship, attitude and synergy, as opposed to net worth. We focus on the unique financial needs of our client’s families by adding value and helping to reduce stress through excellence in investment management and comprehensive planning.
We believe in independence.
We are beholden to no one but our clients, with no obligation to utilize any investment product from any specific institution. Our process involves finding, analyzing and recommending the best available products and strategies from the investment universe no matter their origin or ownership.
We believe in listening.
By having in depth conversations with our clients, we can identify their unique financial needs, understand their family’s values, and gauge their tolerance for risk.
We believe in educating.
Our clients understand their wealth management and planning strategies resulting from collaborative conversations about the customized investment strategies we present.
We believe in communicating.
We are proactive in thought leadership so our clients know exactly what we are thinking, planning, and doing, and why. Additionally, it is critical to us that we understand your needs and concerns. Therefore, we always engage in open dialogue.
We believe in coordination.
We will work closely with your tax, legal, and insurance advisors, as well as other family/business consultants to craft efficient and effective plans. We will also help source any additional resources needed such as lending, charitable giving, and fiduciary & estate services.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.