We are a group of independent financial professionals with a passion for supporting advisors who do the right thing, for the right people, for the right reasons.
We provide a robust support system for today's financial professional, built on a foundation of years of experience and strong strategic partnerships.
We believe that better advisors build better futures, and that independent advisors provide the highest caliber of service. But just because you are independent, doesn't mean that you have to be alone.
Don’t let momentum dictate the future of your business.
WHENTuesday, May 16, 2017, 9:00am - 2:00pm
WHEREEFA Home Office
580 Fishers Station Drive, Victor, NY 14564
WHENThursday, April 20, 2017
WHERENext Door Bar & Grill
3220 Monroe Ave, Rochester, NY 14618
WHENSunday, June 25, 2017 - Wednesday, June 28, 2017
WHEREHilton San Diego Bayfront1 Park BlvdSan Diego, CA 92101