Zappia Family Wealth

LVW Advisors, based in Rochester, NY with a national presence, is an independent financial advisor serving wealthy families and nonprofit institutions nationwide. Lori Van Dusen founded LVW to realize her vision of doing financial and investment advisory differently: by putting the client first...

O'Grady & Associates As financial professionals, our firm is committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards.