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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Robert Mezzio, CRC®

Certified Retirement Counselor®

(585) 272-8470

(585) 272-9806

Rob has been providing personal financial services since 2001, focusing on working with teachers and retirees looking to turn their hard earned savings into a lifetime of retirement income. Rob looks to build relationships based on...

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Justin Albrecht, CFP®

Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional

(585) 636-3326

(585) 272-9806

Click Here to Refer Me

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