Jon Wordingham, Financial Advisor located in Ontario, NY

Financial Advisor
Jon Wordingham

CFP®, CEPA®, AAMS®
6323 Knickerbocker Rd, Ontario, NY 14519opens in a new window
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Basketball
  • Health & Nutrition
  • Movies & Entertainment
  • Pets

Team Members

  • Sean Nellis
    Registered Branch Associate Trainee
  • Aileen Hurlimann
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(315) 524-3130

Fax

(877) 532-9895

Office Address

6323 Knickerbocker Rd
Ontario, NY 14519opens in a new window

Mailing address

P O Box 634
Ontario, NY 14519

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