Overview

We're looking to build relationships with advisors or a team that are looking to slow down or retire and earn more than they get paid by their current firm.

We have over 45 years combined experience in investments, bonds management, taxes and charitable trusts. We're an independent SEC RIA in Rochester, NY.

Bachelors & Masters degree in Finance. Series 7 & 66. Life Insurance license. Retirement Planning Specialist Certification.

Let's work together and help our clients be more successful. When our clients are successful, we are successful.

Market
RIA
Member Level
Premier
Last Activity
within 2 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

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...