Preferred Financial Advisors LLC

The Legend Group is a reputable financial advisory firm located in Rochester NY. With a commitment to helping clients achieve their financial goals they offer personalized investment strategies and comprehensive financial planning services. Their expert team focuses on building lasting relationships ensuring clients receive tailored advice that meets their unique needs. Generated from this place's information

Kathleen Coler is a Medicare specialist based in Rochester, NY, who provides personalized assistance in navigating the complexities of Medicare enrollment. With extensive experience across multiple states, Kathy is committed to helping clients understand their Medicare options and avoid common pitfalls such as misconceptions and late penalties. She offers guidance on various Medicare solutions including Advantage Plans, Supplement Insurance, and Part D Prescription drug coverage. Her focus on hands-on service ensures that clients receive tailored information and support throughout their Medicare journey. Generated from the website

L & M Financial Services is a reputable financial firm based in Rochester, NY, offering a wide range of services including retirement and pension planning, tax services, and investment advice. With a team of experienced financial advisors, they provide personalized solutions to help clients navigate the complexities of the financial world. As a Registered Representative with Securities America, Inc., Rick Gibson brings his extensive knowledge and expertise in 401(k) and government compliance issues to L & M Financial Services, enhancing the level of service they provide to their clients. With a focus on transparency and client satisfaction, L & M Financial Services is committed to helping individuals and corporations achieve their financial goals.Generated from the website