Financial Advisors & Services
I am a financial advisor -- I help individuals and businesses with both investment and insurance planning. We take a needs-based approach to our planning process focusing on our clients goals and priorities first. From there, we help our clients create and implement a road map to help them achieve financial success, whatever that means for them.
- Phone: (585) 475-8409
- Cell Phone: (585) 465-8207
- Send an Email
- 175 Corporate Woods Suite 250 Rochester NY 14623