Partner / Certified Financial Planner (TM) Practitioner at Rise Advisors, LLC - Rochester, NY, us
Who We Are: We are a financial advisory team redefining industry boundaries to lead a shared journey to a greater financial futureWhat We Do: Uncover an in-depth view of today's financial realities to reveal new possibilities and plan for greater outcomesHow We're Different: We open ourselves up to meet people where they are in their life before we make any financial decisionsImpact For Clients: We go beyond partnership to become one team, where everyone is empowered to take ownership of their continual progressWhere We're Going: We will always extend ourselves beyond where we are today to continue to bring more meaningful prosperity to people and our community