Financial and Investment Services in Pittsford, NY
Financial and Investment Services • Taxes
1159 Pittsford Victor Rd Ste 120,
Bushnells Basin
Pittsford ,
NY
14534
UNITED STATES
Professional is a premier fee-only wealth management advisor in Rochester We help successful people make smart decisions about their money for planning major concerns. Major concerns include coordinating preservation, enhancement, transfer and protection of wealth, especially for retirement planning. Planning only by Certified Financial Planner professionals. Ranked as "Top Wealth Manager" 8 times by Wealth Manager magazine and Advisor One. Client directed acccounts through Charles Schwab & Co. Independent Registered Investment Advisor founded in 1993.
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