

Focus Areas
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Navigating Loss of Spouse
- Business Retirement Plans
- Estate & Legacy Strategies
- Inheritance Guidance
Focus Areas
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Navigating Loss of Spouse
- Business Retirement Plans
- Estate & Legacy Strategies
- Inheritance Guidance
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Volunteering
- Hunting
- Fishing
- Hiking
- Animal Rescue
Team Members
Jessica DuncanBranch Office Administrator
Christian Donato RobertoSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(607) 724-7670Fax
(855) 262-1367Office Address
33 Lewis RdBinghamton, NY 13905opens in a new window
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