Overview

We are a Registered Investment Advisory firm looking to grow. Our office building is located in the heart of Rochester, just outside of the lovely downtown area backing up to the Clinton River Trail. Our state of the art building has plenty of space for our advisors to work. We believe that with our knowledge and resources we would make a great fit for just about every advisor. We have investment strategies, and high compensation schedules, that are second to none. If you are interested in taking your career to the next level we would love to help you reach your goals, or if you are an advisor thinking about retirement we have an amazing succession plan that allows you to get paid on your clients after you retire from the business! Contact us for more information.

Market
RIA
Member Level
Chalice
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...