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 Investment Advisor Representative, 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:
Individual Privately Managed Accounts
Mutual Fund Asset Management
Exchange Traded Funds Portfolios
Customized Fixed Income Portfolios
Preservation Strategies
Full Brokerage Services
Products:
Securities
Life Insurance
Disability Insurance
Medical Insurance
Long Term Care Insurance
Fixed Annuities and Variable Annuities
Note: All Securities and Advisory Services are offered through:
Wall Street Financial Group Member FINRA (www.finra.org) SIPC
(www.sipc.com) Registered Investment
Advisor
255 Woodcliff Drive, Fairport, NY 14450
Phone: 800-836-4652
Only securities and
advisory services offered through Wall Street Financial Group, Inc
(WSFG), Registered Investment Advisor, Member FINRA(www.finra.org)
/SIPC (www.sipc.org).
WSFG may only transact business in those states and international
jurisdictions where we are registered/filed notice or otherwise
excluded or exempted from registration requirements. Any
communications with prospective clients residing in international
jurisdictions where WSFG and its registered representatives are not
registered or licensed shall be limited so as not to trigger
registration or licensing requirements. Please see disclosure tab
for full additional disclosures.
