The Platinum Wealth Group

Evergreen Wealth Partners is a trusted financial planning firm located in Pittsford, NY, dedicated to helping clients achieve their financial goals. As experienced financial advisors, we offer a comprehensive range of services, including retirement planning, investment management, and comprehensive financial planning. Our team of financial experts works closely with clients to develop personalized strategies that address their unique financial needs and aspirations. Whether you're planning for retirement, managing your investments, or seeking to secure your family's financial legacy, Evergreen Wealth Partners has the expertise to guide you every step of the way.

Dean Licata & Associates, LLC is a financial services firm that helps people reach their financial goals. They offer a variety of services, including retirement planning, college savings, estate planning, and more. The firm has a team of experienced professionals who can help you create a personalized plan that meets your specific needs.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. At Ammerly, we are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.