Christopher DeMayoemail
Vision Financial Group - Meridian Centre Boulevard
400 Meridian Centre Boulevard, Suite 101
Rochester, NY 14618-3989
Rochester, NY 14618-3989
Professional Story
I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps if present, and offer solutions to fill them
Languages: English
Credentials: LUTCF®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Special Needs, Retirement Income Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, Charitable Giving, College Funding Strategies, Estate Planning, LGBTQ
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