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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
I am an entrepreneur who focuses on providing financial planning and investment management services. I help my clients build, manage, protect and transition their wealth. We help our clients build their wealth by guiding their investment selections in their retirement plans. We help our clients manage their wealth after they have retired. We help our clients protect their wealth through the use of various insurances and wills. We ultimately help our clients transition their wealth to their heirs through the use of an estate plan.
We work with clients in any phase of their life who are looking...
Wayne Holly (CRD# 1019229) is an Investment Advisor Representative working at Sage, Rutty & Company, Inc. in Rochester, NY and has over 32 years of experience in the finance industry.
Brian Hopper (CRD# 5888397) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 13 years of experience in the finance industry.
Craig Houck (CRD# 2716701) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fairport, NY and has over 28 years of experience in the finance industry.
John Howe (CRD# 6085199) is an Investment Advisor Representative working at Generation Capital Management LLC in Pittsford, NY and has over 11 years of experience in the finance industry. John Howe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Donald Hoyt (CRD# 3197033) is an Investment Advisor Representative working at Wells Fargo Advisors in Fairport, NY and has over 25 years of experience in the finance industry.
Thomas L Huber (CRD# 1475881) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 38 years of experience in the finance industry.
William Hudson (CRD# 1398095) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fairport, NY and has over 38 years of experience in the finance industry.
Caleb Humbert (CRD# 6654633) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 5 years of experience in the finance industry.
Jeffrey Humbert (CRD# 6924074) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Victor, NY and has over 6 years of experience in the finance industry. Jeffrey Humbert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.