Julianne Roeger's Contact Details

Julianne Roeger's Company Details

Forge Financial Advisors

Fairport, NY, US • 5 - 9 Employees
Financial Services

We provide planning services (retirement, education, life, disability, LTC, insurance, budgeting) as well as products to solve any financial needs including mutual funds**, 529** plans, stocks**, bonds, managed accounts, annuities (both variable** and fixed), life, disability and long term care insurance. Marc has been in the financial services industry for 33 years and have seen good times, bad times, market crashes, recessions, volatility, tremendous swings. Having survived all this, he is more committed than ever to helping his clients simplify their financial lives by cutting through the complexity for them to arrive at a workable program for their long term financial success. Our process is simple and user friendly with the goal of formulating a plan specific to your needs and goals and working together to implement that plan. After that, we periodically meet to monitor and adjust your plan to meet changing circumstances.Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. *Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA an SEC Registered Investment Advisor. Forge Financial Advisors is not affiliated with APFS and APA. **Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC.