

Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Portfolio Reviews

Certifications
AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Personal Fitness
- Running
- Health & Nutrition
- Gardening
- Cooking
Request a Consultation
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Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Thu | By Appointment Only |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | By Appointment Only |
Mon | By Appointment Only |
Tue | By Appointment Only |
Tue | By Appointment Only |
Wed | By Appointment Only |
Wed | By Appointment Only |
Thu | By Appointment Only |
Thu | By Appointment Only |
Fri | By Appointment Only |
Fri | By Appointment Only |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Fax
(888) 353-5411Branch Team
- Greg Avery
- Branch Office Administrator
Branch Team
Office Address
121 Sully's Trail Suite 3Pittsford, NY 14534opens in a new window
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