Professional is a premier fee-only wealth management advisor in Rochester We help successful people make smart decisions about their money for planning major concerns. Major concerns include coordinating preservation, enhancement, transfer and protection of wealth, especially for retirement planning. Planning only by Certified Financial Planner professionals. Ranked as "Top Wealth Manager" 8 times by Wealth Manager magazine and Advisor One. Client directed acccounts through Charles Schwab & Co. Independent Registered Investment Advisor founded in 1993.
If approved, your testimonial will be displayed momentarily.
Click to hide