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Who's right for you.

Elizabeth A. Thorley, MS, CFP®, CLU

Thorley Wealth Management, Inc.

1478 Marsh Rd
Pittsford, NY 14534
Phone: (585) 512-8453
Fax: (585) 625-0477

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Medical & Health Issues

 

How Planner Charges

Considerations: Securities & advisory srvcs thru Commonwealth Financial Network, member www.finra.org/www.sipc.org. For residents of CA,CO,DC,DE,FL,IL,MA,MD,ME,NC,NJ,OH,OR,PA,SC,VA,VT. Fixed ins prod & srvcs offered by Crossbridge are separate & unrelated to Commonwealth

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