Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $1,000,000
Specialties
- Comprehensive Financial Planning
- Charitable & Planned Giving
- Estate Planning
- Investment Management
- Insurance
- Retirement
How Planner Charges
Considerations: A limited number of clients are admited to my practice on an annual basis based on determining a unique fit between client needs & preferences and our services.
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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Select
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90 Linden Oaks
Suite 220
Rochester
NY
14625
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Select
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90 Linden Oaks
Suite 220
Rochester
NY
14625
|
|
Select
|
|
90 Linden Oaks
Suite 220
Rochester
NY
14625
|
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