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ContactsEdit
| Street address: | 200 Meridian CentreSuite 150 |
| City / suburb: | Rochester, NY |
| Zip code: | 14618 |
| Phone: |
(585) 350-7273 (Primary Phone) |
| Contact name: | |
| Contact title: | |
| Nearest landmark: | |
| Fax: | |
| Website: | |
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Business descriptionEdit
Everything we do is designed to support and strengthen Your Family, Your Wealth and Your Legacy.
We believe it's simple...if you boil all of your assets down to a basic level, you would have your money, your knowledge and your values. If you could only pass two of those assets to your grandchildren...which two would you choose? If you believe that it is just as important to focus on preserving the families knowledge and values as it is to figure out the best tax strategies to pass your money then we should talk.
General informationEdit
Categories
- Business Services Financial Investment Advice Financial Advisory Services
Business data
| Estimated number of employees: | 2 to 4 | |
| Annual sales estimate: | ||
| City / suburb: | Rochester, NY |
Products
Wealth Advisory Services, Estate and Legacy Planning, financial planning services, investment management, Family Facilitators
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Hours
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