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      Details

      General Info

      We help business owners and people nearing an in retirement make smart money decisions. We are independent advisors who both know enough and care enough to help our clients design and implement effective plans.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 585-728-9191

      Extra - 315-986-3765

      office number - 315-502-4183

      Address:
      6800 Pittsford Palmyra RD Suite 250 Fairport, NY 14450
      Email:

      Link:

      Primary Website

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      Categories
      Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Bookkeeping, Financial Planners, Financial Services, Investment Advisory Service, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives
      Location
      We serve clients throughout central New York
      AKA

      Life Time Plans

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.