Laurie Turney, AGT - Northwestern Mutual Financial

The Waddell & Reed Upstate NY branch office is located in Fairport.

Best Times Financial in Fairport, NY, offers comprehensive financial planning services to help clients achieve their vision of financial freedom. The firm prides itself on serving as each family's Personal CFO, specializing in understanding the unique needs and goals of individuals. The team at Best Times Financial collaborates with clients virtually or in person, providing candid conversations and tailored solutions to guide them towards financial independence. The firm's Custom Wealth Architect service allows for a deep dive into various financial aspects, including risk management, estate planning, tax strategies, and business succession. Additionally, Best Times Financial provides services such as Cash Flow Discovery, Quadrant Advantage for retirement planning, Virtual Family Office for multigenerational wealth management, and Retirement Plan Audits for businesses. Through a focus on education, collaboration, and empowerment, the firm aims to help families and communities expand their potential for good through wealth coordination, protection, and transition. Generated from the website content

Stifel is a global wealth management and investment banking company dedicated to assisting individuals, families, and organizations in pursuit of their financial objectives. With a focus on building lasting relationships, Stifel offers a range of services to help clients navigate complex financial landscapes. From retirement planning and investment advisory for individuals to aiding corporations in raising capital and strategic financial planning, Stifel's expertise spans various financial realms. The firm's commitment to leveraging market forces for the benefit of its clients is embodied in its iconic bull and bear imagery. With a team of dedicated professionals, Stifel aims to provide sound advice, innovative solutions, and unparalleled service to meet the diverse needs of their clientele. By fostering a culture of empowerment for financial advisors, Stifel ensures that clients receive personalized and comprehensive financial guidance. Generated from the website content