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Details

Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of wealth.

General Info

Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of wealth. Investment Strategist Certificate, IMCA, Wharton School of Business 2007; Certified Investment Management Analyst, IMCA, Wharton School of Business 2005; Chartered Financial Consultant, American College, 1993; Certified Financial Planner, College of Financial Planning, 1989; Cornell University, BS 1982

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 585-475-9430

Address:
2024 W Henrietta Rd Rochester, NY 14623
Email:

Other Email:

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Categories
Financial Planners, Estate Planning, Probate, & Living Trusts, Financial Planning Consultants, Financial Services, Financing Consultants, Insurance, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds
Services / Products
Estate Planning Strategies Retirement Planning Strategies Saving for Education
Payment Options
amex, check, debit, visa, master card
Location
Brighton Campus Park
Associations
Investment Management Consultants Association; Financial Planning Association; National Association of Insurance and Financial Advisors
Other Information

Specialties: Charitable Giving, Investments, Saving for Education, Insurance, Retirement Plan Distribution, Estate Planning Strategies, Tax Planning Strategies, Retirement Income Strategies, Retirement Planning Strategies

Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.