Olivia Woodward - New York Life

Innovative Financial Services is a reputable financial firm based in Fairport, NY, specializing in providing a range of financial solutions to individuals and businesses. With a focus on personalized service and strategic financial planning, the company helps clients navigate complex financial landscapes and achieve their long-term financial goals. Generated from their business information

Fairport NY is a charming village located along the banks of the Erie Canal known for its picturesque scenery and vibrant community. It offers a blend of historic architecture and modern amenities making it an appealing place for residents and visitors alike. With a variety of local shops restaurants and parks Fairport provides a welcoming atmosphere for families and professionals including financial advisors like Karen Troiano who serve the community with expert financial guidance. Generated from this place's information

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.