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 Process

1. At the first meeting, prospective clients can expect a discussion of who we are, what we do, and our fee structure. Our financial advisors will typically hold one to three initial consultations with potential clients in order for both parties to determine whether or not there is a good fit. The introductory meeting generally lasts 60-90 minutes and is an opportunity for you to gain information on our background and services, as well as relay information about your financial and/or retirement goals and objectives. We have clients all over the country and are able to set up these meetings face to face, over the phone or via video conference.

2. The second meeting will entail a detailed review of your current situation, followed by our recommendations. These recommendations will include additional details about our wealth management services, as well as an investment proposal explaining how we would manage your assets. The proposal also includes a comparison of your current portfolio to our recommended portfolio.

3. If you choose to work with us, we make the transfer procedure as quick and easy as possible. We will open accounts and arrange for your investments to be transferred from your current institution directly to ours.

4. Investment planning is an ongoing process that requires continual maintenance to help ensure you stay on track to achieve your financial goals. Once you are transitioned, we will continually monitor, review, and rebalance your portfolio, communicating with you every step of the way.

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