197 Delaware Ave. Delmar NY 12054 T: 518-903-8408 Bio Tim Forman is dedicated to providing integrated wealth management strategies to help clients meet important financial goals. His overall objective is to simplify the financial planning process for clients. Tim has over 20 years’ experience as a Financial Consultant, and received...
706 North Clinton Street Syracuse, NY 13204 T: 315-471-7833 Bio Jeff Layhew is a Financial Consultant who is dedicated to providing integrated wealth management strategies to help clients pursue important financial goals. Jeff is a graduate from the University of Tampa and has been in the financial planning industry for...
825 State Street Ogdensburg, NY 13669 T: 315.541.1176 F: 315.393.4373 Bio Eric Brunet is an Accredited Investment Fiduciary® and Certified Wealth Strategist® who likes to utilize a personalized approach to provide his clients with access to the vast resources and information needed to work towards important financial goals. Eric is...
216 Washington Street Watertown, NY 13601 T: 315-788-4503 F: 315-788-7956 Bio Joe Butler is an Accredited Investment Fiduciary® who is dedicated to providing integrated wealth management strategies to help clients pursue important financial goals. His goal is to help people make wise decisions with their money so they can work...
216 Washington Street Watertown, NY 13601 T: 315-661-2892 F: 315-786-8524 Bio Dan Drappo, CFP ®, is dedicated to providing integrated wealth management strategies to help clients work towards important financial goals. His objective is to always fully understand his client’s needs and deliver strategies that add value and offer financial...
100 Church Street Newark, NY 14513 T: 315-331-6767 F: 315-331-6778
48 Albany Street Cazenovia, NY 13035 T: 315-655-3402 F: 315-655-8858 Bio Robert is dedicated to providing integrated wealth management strategies to help his clients work towards important financial goals. He has a B.A. in Finance from St. Bonaventure University and has spent over 22 years in the financial industry, with...
468 State Route 3 Plattsburgh, NY 12901 T: 518-563-5377 F: 518-563-5414 Bio Justin Hooper is an Accredited Investment Fiduciary ®, who is dedicated to providing integrated wealth management strategies to help clients work towards important financial goals. His objective is to educate clients on how to secure a financially sound...
1 South First Street Fulton, NY 13069 T: 315-592-4234 F: 315-593-1015 Bio Andrew Mangano is committed to providing wealth management strategies that are custom tailored to address his client’s needs. He offers financial advice to individuals, families, businesses, and non-profit organizations. With over 10 years’ experience as a securities registered...
524 State Route 3 Plattsburgh, NY 12901 T: 518-561-7583 F: 518-563-5414 Bio Stephen McFadden has over 22 years of experience as a Financial Consultant, whose goal is to continue to provide valuable financial advice to North Country residents and businesses. He is a graduate of the College of Saint Rose...
1 West Fairmount Avenue Lakewood, NY 14750 T: 716-763-2140 F: 716-763-2150 Bio Chad is dedicated to providing integrated wealth management strategies to help clients work towards important financial goals. Chad has a bachelor’s degree in Finance from the University of Pittsburgh and an MBA from St. Bonaventure University. Chad is...
100 East Main Street Gouverneur, NY 13642 T: 315-287-2300 F: 315-287-2479 Bio Dave O’Neil, an Accredited Investment Fiduciary, offers comprehensive financial planning to individuals, business owners, non-profit organizations, small businesses as well as corporations. He offers both fee based advisory accounts as well as transactional based accounts through LPL Financial...
245 Main Street Oneonta, NY 13820 T: 607-432-1700 F: 607-433-4161 Bio Brent is dedicated to providing integrated wealth management strategies to help clients work towards important financial goals. He has held professional positions as a junior accountant, and has international corporate sales experience. Brent is an accomplished hockey player, having...
3 Park Place Hammondsport, NY 14840 T: 607-569-2188 F: 607-569-2757 Bio Joseph M. Topichak is an experienced Wealth Management Specialist who offers each client individual attention and custom tailored financial plans. With a client list that includes individuals, families and small businesses, his comprehensive approach covers all aspects of each...
Shawn Benedict is committed to providing clients customized and integrated wealth management strategies with a bachelor’s degree in Financial Planning from SUNY Alfred, and 14 years of industry experience. He currently holds professional licenses including: FINRA Series 7, 24, and 66, held with LPL Financial, as well as Life, Accident...
216 Washington St. Watertown, NY 13601 T: 315-661-2892 F: 315.786.8524 Bio Mike Nevills is committed to providing clients customized and integrated Wealth Management solutions. He attended SUNY Oswego where he earned a Bachelor’s Degree in Finance, and was President of the University’s Investment Club. Mike currently holds professional licenses including...
