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Our Company

Caruso McLean is a customized asset, investment and wealth management company that promises clarity, transparency, attention to detail and discipline. Founded with the goal of assisting our clients in every aspect of their financial lives, we provide the most personal service available - earning us a reputation for excellence in the industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Commitment

Our team of experienced investment advisors and wealth managers is committed to listening to clients and making customer service a top priority.  Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (315) 724-5105. 

Corporate Pensions

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Individual Wealth Building

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Institutional Asset Management

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Insurance Options

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