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Professional is a premier fee-only wealth management advisor in Rochester We help successful people make smart decisions about their money for planning major concerns. Major concerns include coordinating preservation, enhancement, transfer and protection of wealth, especially for retirement planning. Planning only by Certified Financial Planner professionals. Ranked as "Top Wealth Manager" 8 times by Wealth Manager magazine and Advisor One. Client directed acccounts through Charles Schwab & Co. Independent Registered Investm... read more
101 Sullys Trl, Pittsford, NY, 14534, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Professional Financial Strateg has a 4.3 star rating with 4 reviews.
Professional Financial Strateg is closed now. It will open on Monday at 9:00 a.m.
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