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(585) 475-9430Visit WebsiteMap & Directions2024 W Henrietta RdRochester, NY 14623Write a Review

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Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of wealth.

General Info
Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of wealth. Investment Strategist Certificate, IMCA, Wharton School of Business 2007; Certified Investment Management Analyst, IMCA, Wharton School of Business 2005; Chartered Financial Consultant, American College, 1993; Certified Financial Planner, College of Financial Planning, 1989; Cornell University, BS 1982
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Services/Products
Estate Planning Strategies Retirement Planning Strategies Saving for Education
Payment method
amex, check, debit, visa, master card
Location
Brighton Campus Park
Associations
Investment Management Consultants Association; Financial Planning Association; National Association of Insurance and Financial Advisors
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Specialties: Retirement Income Strategies, Saving for Education, Investments, Charitable Giving, Estate Planning Strategies, Tax Planning Strategies, Insurance, Retirement Plan Distribution, Retirement Planning Strategies

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Details

Phone: (585) 475-9430

Address: 2024 W Henrietta Rd, Rochester, NY 14623

Website: http://www.nannettenocon.com

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