CONNECT

Address:

590 Fishers Station Drive, Suite 110
Victor, NY 14564

Phone:

585-337-4000, Toll- Free: 1-844-906-7032

Fax/Other:

585-337-4098

Our Clients

When and why do our clients do business with us?

1. Frustration with their current advisor’s service, products, advice and/or fees.

2. They currently do not have an advisor.

3. The sale or transition of a business or real estate.

4. Receipt of an inheritance or sudden windfall.

5. Death of a spouse or recent divorce or separation.

6. Specific advice is needed for a special needs family member.

7. Complex financial situations.

8. Life, Disability and Long Term Care Insurance needs.

9. A desire to have a sound plan in place for beneficiaries after death.

10. An interest in building a network of experts in taxation, legal matters, finances, and insurance.

11. They are nearing or in retirement and have a desire for professional asset management, advice and guidance from a trusted advisor.

12. They need guidance or advice regarding a substantial financial matter.

 

*Wells Fargo Advisors is not a legal or tax advisor. Insurance products offered through affiliates.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals