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(585) 419-2311

Bob Schnall CLU,ChFC


Bob Schnall is a nationally recognized financial advisor. He began his financial planning career over 40 years ago and fulfilled all the requirements for his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant)....

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Thomas C. Burke

Investment Advisory Representative (See Disclosure *)



Tom is a graduate of Cornell University with a Bachelor's in Applied Economics and Finance. He is a 30 year veteran of the financial services industry working with individuals and small businesses. Over the years, Tom has developed and...

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Calvin Klemmer

Information Technology Specialist

Debbie Schnall

Long-term Care Specialist


Lauren Roach

Administrative Assistant