Focus: Insurance Strategies, Investment Strategies
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.
SUNY Brockport, Business Administration with a focus in Marketing
Affiliations & Memberships
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400 Meridian Centre Boulevard, Suite 101
Rochester, NY 14618-3989