Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $50,000
Investable Asset Minimum: $50,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Banking
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Career Change
- Estate Planning
- Investment Management
- Limited Partnerships
- Employee Benefits
- Getting Divorced
- Mutual Funds
- Getting Married
- Job Loss
- Real Estate
- Insurance
- Life Planning
- Retirement
- Stocks & Bonds
- Succession Planning
- Long-term Care
- Medical & Health Issues
- Sudden Wealth
- Men's Finances
- Nontraditional Households
- Special Needs
- Women's Finances
How Planner Charges
N/A
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Select
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2024 W Henrietta Rd
Suite 3E
Rochester
NY
14623-1355
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Select
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2024 W Henrietta Rd
Suite 3E
Rochester
NY
14623-1355
|
|
Select
|
|
2024 W Henrietta Rd
Suite 3E
Rochester
NY
14623-1355
|
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