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Who We Are

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.

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What We Do

We provide a robust support system for today's financial professional, built on a foundation of years of experience and strong strategic partnerships.

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Why We Do It

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.

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Take Charge of Your Future.

Don’t let momentum dictate the future of your business.

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Upcoming Events

Evolution Financial Advisors Happy Hour with James Brunger from JLL

WHEN
Tuesday, August 15, 2017  5:00 p.m.

WHERE
TRATA

145 Culver Road, Rochester NY 14620

 

Securities America Roadshow

WHEN
Tuesday, August 29, 2017 10:00am-2:00pm

WHERE
New York, New York

Securities America Roadshow

WHEN
Wednesday, August 30, 2017 9:45am-2:00pm

WHERE

The Mansion on Delaware Avenue: Salon Alison

414 Delaware Avenue Buffalo, NY 14202