Jessica Millan, Financial Advisor located in Rochester, NY

Financial Advisor
Jessica N Millan

CFP®, CEPA®
2394 Ridgeway Ave, Rochester, NY 14626opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Active Lifestyle

Team Members

  • Jennifer Rogers
    Sr. Branch Office Administrator
  • Danielle McMullen
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(585) 247-5526

Fax

(877) 509-0873

Office Address

2394 Ridgeway Ave
Rochester, NY 14626opens in a new window

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