Find the Certified Financial Planner™
Who's right for you.

Priscilla Baker Jones, CFP®

Occam Capital Management, LLC

1303 Marsh Rd
Ste 4
Pittsford, NY 14534
Phone: (585) 218-0310
Fax: (585) 218-0338

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

Specialties
  • Budget & Debt Management
  • Investment Management
  • Retirement

 

How Planner Charges
N/A

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