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Closed today
160 Linden Oaks, RochesterClosed today
1717 Empire Blvd, Webster“Kevin and his team have been assisting my transition from working woman to "retirement with a plan" that has enabled me to build a wonderful life in New Port Richey FL. He managed my investments to insure I was able to live comfortably in retirement without draining my hard-earned portfolio. He is always available for me when I have questions and he's taught me quite a bit about money management. I highly recommend Kevin to everyone I know. I'm hopeful he will one day manage my grandkids' investments as they graduate and begin working. Thank you Kevin and Wendy for everything you do!“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“Need a caring advisor? This is your place! In addition to being proficient in personal financial planning matters, Christopher is such a caring soul. He looks out for what's best for you and makes you feel taken care of by the way he communicates his projects, solutions, and ideas. Thank you, Christopher!!!“