Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
796 days old
General
Location
Avon, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$175,000.00
# of Accounts
300
Avg Client Age
50
Overview

Investment Advisor Representative (IAR) working with individuals and small businesses, creating sound, long-term strategies to help accomplish their financial objectives to create and maintain wealth with discipline and dignity! I place special emphasis on educating investors on investments and insurance and have made education professionals and small business owners a cornerstone of my practice! I work extensively in helping educators with financial plans and supplementing with 403b accounts and life insurance. I also work with many small business owners and implement and manage business retirement plans - such as 401k, Safer Harbor plans, SEP, SIMPLE IRA or Owner only 401k. I also work with not-for-profit groups and help many area trusts and endowments to ensure they meet their fiduciary obligation!

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