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Adam M. Mark, CFP®

Wealth Management Group, LLC

2000 Winton Rd S
Bldg 4A Ste 206
Rochester, NY 14618
Phone: (585) 241-5900 x104
Fax: (585) 244-5416

Toll-free: (866) 314-0876

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Career Change
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Starting a Family
  • Personal Taxes

 

How Planner Charges

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