The River Oak Team - Stifel
295 Woodcliff Drive Suite 305 Fairport, NY 14450
585-454-3985
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website http://www.theriveroakteam.com/
Hours of Operation
- M-F 8am-5pm
- Sa-Su Closed
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About The River Oak Team - Stifel
We believe that taking a consultative and holistic approach will lead to a deeper understanding of our clients and their needs. When meeting with clients, we will ask questions about their children, grandchildren, life changes, or anything that could change their financial situation. By asking life-centered, goal-oriented questions, we will be able to build a customized wealth management plan designed to align with the future they envision.
Keywords / Tags
Mutual Funds, Estate Planning, Retirement Planning, Financial Planning, Wealth Management
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Phone: 585-454-3985 http://www.theriveroakteam.com/
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