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Services
The first and most important resource
necessary to achieve and/or maintain financial security is proper planning.
If your goal is to satisfy an immediate need or to successfully chart a
course for a much-anticipated event down the road, planning can assure you
of getting there. Our consulting approach to Planning can support all of
your goals. We specialize in all the pieces of
 Financial
Planning puzzle. Retirement, Estate, Education, Survivorship and Business
Planning. These services are all part of the big picture. What more we also
offer all the financial products and investment advisory services so we can
implement your plans while guiding you along the way. As a Licensed
Certified Financial Planner, Chartered Financial Consultant, Chartered Life
Underwriter and Registered Investment Advisor, you can be assured you will
be getting the best professional advice and service.
Planning Services:
 | Comprehensive Financial Planning |
| Retirement Planning |
| Estate Planning |
| Survivorship Planning |
| Tax Planning |
| Employee Financial Education |
Investment Advisory Services:
| Private Asset Management |
| Mutual Fund Asset Management |
| Exchange Traded Funds Portfolios |
| Customized Fixed Income Portfolios |
| Wrap Accounts |
| Brokerage Services |
Products:
| Securities |
| Life Insurance |
| Disability Insurance |
| Medical Insurance |
| Long Term Care Insurance |
Note: All Securities and Advisory Services are offered through:
Wall Street Financial Group Member NASD, SIPC Registered Investment
Advisor
255 Woodcliff Drive, Fairport, NY 14450
Phone: 800-836-4652
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