Licata Dean M Cfs

Founded in 1987, GeoVest Advisors Inc. is a registered investment advisory firm. The company manages individual portfolios of marketable stocks, bonds and money market instruments. Its clients comprise financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. Based in Fairport, N.Y., GeoVest Advisors Inc. provides investment services, such as equity/fixed income management and consulting services. The company has experience in serving commercial banks, thrifts and Federal credit unions. It offers also periodic economic and investment reviews for the regulated financial services industry.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored guidance to individuals, families, and businesses. Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage. Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes. Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.