Carolyn A Harvey, AGT - Lawley Andolina Verdi LLC

Rivent Partners Inc., formerly known as Upstate Special Needs Planning, is a leading planning organization based in Rochester, New York, dedicated to serving clients across the state. With a focus on relationship-first planning, they provide tailored financial strategies for families, individuals, and small business owners, specializing in estate planning, trust funding, and retirement design. In addition to financial planning, Rivent Partners Inc. is recognized for its expertise in disability planning, offering sustainable life care strategies for families with loved ones who have disabilities. Their services include benefits navigation and housing strategies, ensuring comprehensive support for families when primary caregivers are no longer available. Generated from the website

Anya Thompson Insurance, an Erie Insurance agency located in Rochester, NY, offers a diverse range of insurance products including auto, homeowners, renters, life, and business insurance tailored to meet the needs of individuals and families. With a focus on personalized coverage and customer satisfaction, they provide solutions that help protect clients' assets and loved ones from unexpected events. Recognized for their commitment to service, over 90% of customers choose to remain with Erie Insurance year after year. Supported by a network of independent agents, Anya Thompson Insurance emphasizes accessibility and convenience through its user-friendly mobile app for policy management and claims assistance. Generated from the website

1RDG is a financial services firm dedicated to personalizing financial strategies that align with clients' long-term goals. With a collaborative approach, they prioritize client success by offering tailored services in management, compliance, advisory, and strategic planning. Their expert team ensures smooth operations for businesses through customized solutions in benefits, payroll, accounting, and HR, while also providing comprehensive financial assessments and compliance support. 1RDG's commitment to partnership drives results, empowering clients to achieve their financial objectives with confidence and clarity. Generated from the website