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Michael Underwood, CFP®

Centra Financial Group, Inc.

500 Linden Oaks
Suite 301
Rochester, NY 14625
Phone: (585) 899-1200 x 241
Fax: (585) 899-1299

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

Considerations: Fee only available

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