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Home > Financial Planner Directory > New York > Pittsford > James P. Terwilliger, Ph.D, CFP®

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James P. Terwilliger, Ph.D, CFP®

Canandaigua National Bank & Trust Co.

1150 Pittsford Victor Rd
Ste A
Pittsford, NY 14534-3838
Phone: (585) 419-0670 x50630
Fax: (585) 419-0616

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
Attending College
Charitable & Planned Giving
Asset Allocation
Estate Planning
Insurance
Retirement
Personal Taxes

How Planner Charges

Salary

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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