Our group of independent financial professionals is passionate about supporting advisors who do the right thing, for the right reasons.
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.
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.
Wednesday, February 27
Noon to 2:00 pm
145 Culver Rd.
Rochester, NY 14620
Wednesday, March 6th, 2019
Bristol Harbour Lodge & Golf Club, Canandaigua, NY
Tuesday, April 23, 2019 & Wednesday, April 24, 2019