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, August 15, 2017 5:00 p.m.
145 Culver Road, Rochester NY 14620
WHENTuesday, August 29, 2017 10:00am-2:00pm
WHERENew York, New York
WHENWednesday, August 30, 2017 9:45am-2:00pm
The Mansion on Delaware Avenue: Salon Alison
414 Delaware Avenue Buffalo, NY 14202