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Since 2004 I have enjoyed guiding clients through the different stages of life, developing many great relationships along the way. I believe in a simple, disciplined, time tested approach to financial planning helping clients stay on path to achieve their goals. I have been a CERTIFIED FINANCIAL PLANNERTM practitioner since 2011. In 2005 I completed my B.S. in Economics and Finance from Niagara University.
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More Business Info

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Payment method
debit
Other Link

http://www.legendwny.com

Categories
Financial Planning Consultants, Banks, Investment Advisory Service, Retirement Planning Services
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