Northwestern Mutual
Rochester
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Showing 36 advisor(s) and rep(s)
Expertise: Retirement Planning, Business Succession Planning, Business Continuation Planning, Estate Planning, Financial Planning, Life Insurance Planning, Business Risk Management, Business Valuation Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Special Needs Planning
Languages: English
Location: Pittsford NY, 14534
FINRA BrokerCheck
CFP®, CLU®, ChFC®, AEP®, MSFS
Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than determine a planning solution. I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.Visit my websiteExpertise: Wealth Management, Investment Strategies, Retirement Income Planning, Estate Planning, Financial Planning, Long Term Care Planning, Special Needs Planning, Business Continuation Planning
Languages: English
Location: Pittsford NY, 14534
FINRA BrokerCheck
CLU®, ChFC®, RICP®
Visit my websiteExpertise: Long Term Care Planning, Life Insurance Planning, Investment Strategies, Financial Planning, Estate Planning, Education Funding, Disability Income Planning, Retirement Planning, Business Succession Planning, Business Continuation Planning
Languages: English
Location: Pittsford NY, 14534
FINRA BrokerCheck
Expertise: Retirement Planning, Education Funding, Qualified Plan Employee Education, Financial Planning, Business Risk Management, Business Continuation Planning
Languages: English
Location: Pittsford NY, 14534
FINRA BrokerCheck
ChFC®, CLTC®, CLU®, RICP®
My team and I will deliver a concierge-style experience to help you achieve your financial goals. We take time to get to know each client on a personal level and will help you implement a strategic plan for long-term success.Visit my websiteExpertise: Disability Income Planning, Life Insurance Planning, Retirement Planning, Investment Strategies, Financial Planning, Long Term Care Planning
Languages: English
Location: Pittsford NY, 14534
FINRA BrokerCheck
CFP®, WMCP®, RICP®, CLU®
Visit my websiteExpertise: Fee-Based Financial Planning, Business Continuation Planning, Employee and Executive Benefits Planning, Estate Planning, Education Funding, Financial Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Private Client Services, Disability Income Planning, Qualified Plan Design Assistance, Qualified Plan Employee Education, Business Succession Planning, Business Risk Management, Retirement Planning, Special Needs Planning, Trust Services, Wealth Management
Languages: English
Location: Pittsford NY, 14534
FINRA BrokerCheckExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Special Needs Planning, Estate Planning
Languages: English
Location: Pittsford NY, 14534
FINRA BrokerCheck