Ronald Steinberg - Raymond James

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

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

Jeff D Wolk-Raymond James is a financial advisory firm based in Rochester, NY, offering a range of services to individuals, families, business owners, corporate executives, and retirees. Led by Senior Vice President Jeff D. Wolk, the firm provides personalized investment solutions, retirement planning, estate and charitable giving trust services, and corporate retirement plan consulting. With a focus on putting the client first, Jeff and his team work closely with each client to develop customized investment plans designed to help them achieve their financial goals. With over 24 years of experience in the industry, Jeff D. Wolk is a knowledgeable and trustworthy advisor who is highly engaged in the dynamics and complexities of the global financial markets. He is dedicated to helping his clients make wise financial decisions and considers his most successful clients to be confident and disciplined investors. Jeff's expertise includes wealth accumulation, retirement income, corporate retirement plans, and family wealth transfer. He is committed to ongoing education and research to provide his clients with the best investment opportunities and keeps them informed through one-on-one meetings and group presentations.Generated from the website