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Family

Future

Recreation

Prosperity

Just like you, your financial needs and objectives are unique. We will work closely with you to not only help you define your individual needs and objectives, but also to design and implement a customized solution to help you and your family achieve your unique financial goals.

 

 

We Moved!

Our new office is located at:

1250 Pittsford-Victor Rd.

Building 200, Suite 150

Pittsford, NY 14534

Phone, fax, and email address remain the same.

 

About Our Move

I have been an owner and an occupant of Perinton Profession Park for almost twenty years.  After twenty years my office was beginning to show its age. In fact, prior to the pandemic, we had made the decision to renovate the office. When the pandemic hit, we put our renovation plans on hold. Coincidently, in 2021, a real estate developer made, what all owners agreed, was a fair offer to buy the entire complex. By selling the property, I am now able to relocate my office into a nicer, more accessible, centrally located office. Moreover, since I will no longer be an owner, I can focus the entirety of our efforts doing what we do best: serving your needs.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck