Broker Check

(585) 419-2311

Bob Schnall CLU,ChFC

Team

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)....

Read more

Thomas C. Burke

Investment Advisory Representative (See Disclosure *)

585-419-2316

585-419-2313

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...

Read more

Calvin Klemmer

Information Technology Specialist

Debbie Schnall

Long-term Care Specialist

585-419-2311

Lauren Roach

Administrative Assistant

585-419-2311