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  • Home
  • Contact Us

Contact Us

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Feel free to contact us if you have any questions.

Our Address: 3445 Winton Avenue Place, Suite 242 | Rochester, NY 14623-2950

You can reach us by phone at: (585) 292-6007.

  • Client Login
  • Privacy Promise
  • Terms and Conditions
  • Contact Us
  • Home
  • Who We Are
    • Real Fiduciary™
    • Our Fiduciary Pledge
      • What is a Fiduciary?
      • Fiduciary Standard
    • Registered Investment Advisor
    • What to Expect as a Prospective Client
    • SEC Brochures
  • What We Do
    • Client Services Overview
    • Wealth Management Process
    • Value Added Services
  • Our Fees
  • Essential Knowledge
    • Why Choose a Professional Wealth Advisor?
    • How to Choose the Right Fit
    • Know your investment objectives
    • Putting it All Together
  • Newsletters