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Who We Are

Our group of independent financial professionals is passionate about supporting advisors who do the right thing, for the right reasons.

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How You Benefit

Built on a foundation of experience and strong strategic partnerships, our robust support system gives you the freedom to grow in all directions that benefit you most.

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Why We Do It

We believe that satisfied advisors build better futures, and independent advisors provide the highest caliber of service.  But independence doesn't mean you have to go it alone; let us help.

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Spring Investment Forum

WHEN

Wednesday, March 25, 2020

9:00 am - 4:00 pm

WHERE

Woodcliff Hotel and Spa

199 Woodcliff Drive

Fairport, NY 14450



 

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EFA Straight Talk

WHEN

Wednesday, April 29, 2020

12:00 pm - 2:00 pm

WHERE

Woodcliff Hotel and Spa

199 Woodcliff Drive

Fairport, NY 14450


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BFA Designation Course

WHEN

May 19-20 and June 23, 2020

WHERE

Woodcliff Hotel and Spa

199 Woodcliff Drive

Fairport, NY 14450





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