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.