Fiscal Advisors & Marketing, Inc. (“FA”) is a registered municipal advisory firm working throughout New York State with a team of experienced professionals, including twelve Municipal Advisor Representatives, each skilled in various aspects of New York State local government and school district finance. FA is ready to provide your community with the expertise and commitment it deserves. As an independent municipal advisory firm FA has no affiliation with financial institutions which enables FA to serve only in the best interest of the clients. FA is registered with both the Securities and Exchange Commission (SEC) and with the Municipal Securities Rulemaking Board (MSRB). Additionally, each of FA’s Municipal Advisor Representatives is registered with the SEC and retain their Series 50 qualification. These registrations are required to serve as Municipal Advisors to local governments in the United States. FA Municipal Advisor Representatives are members of the National Association of Municipal Advisors (NAMA). FA is a proud charter member of NAMA.
FA assists over 500 New York State municipalities, school districts and public authorities with various financial advisory services. Since its incorporation in 1967, FA has assisted in the issuance of over $60 billion of project financing and financial management and is consistently ranked as one of the top ten firms nationally based on the number of issues brought to market.
With four offices across New York State FA professionals are readily available to attend work sessions, public hearings and board meetings. FA’s Corporate Headquarters office is located in the Central New York Region (Syracuse metropolitan area) and the three regional offices are located in the Capital Region (Saratoga Springs), Western Region (LeRoy) and the Hudson Valley Region (Hopewell Junction).
FA has fostered an excellent reputation with all aspects of the market, both as a member of NAMA and from the frequency of issues brought to the market. FA’s experience and dedication to excellence bring a sense of security to the banking and underwriting community. FA has earned a high degree of trust in our judgments and opinions from the rating agencies and municipal bond insurers. FA also has highly productive working relationships with many bond counsels.
FA lends its expertise and assistance to municipalities and school districts in many areas including: financial planning and budget forecasting, capital planning and financing, bond and note financing including cash flow borrowings, impact analysis on taxpayers and users, feasibility studies, credit rating review and analysis, lease financings, refunding analysis, continuing secondary market disclosure, state building aid filings, sewer exclusion applications and accounting services.