Matthew Merola


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    I provide 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 help fill them.

    I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

    Education

    SUNY Brockport, Business Administration with a focus in Marketing

    Affiliations & Memberships

    Extra Life

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    Financial Partners of Upstate New York

    Main Office

    400 Meridian Centre Boulevard, Suite 101
    Rochester, NY 14618-3989

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    CRN202207-267436