CONNECT

Address:

2000 Winton Road South
Building 4A, Suite 206
Rochester, NY 14618

Phone:

(585) 241-5900

Fax/Other:

(585) 244-5416

Associates

 
  • Adam Mark, CFP®

    President

  • William (Bill) Tortorice

    Associate Vice President

  • Douglas R. Conoway, CFP®, ChFC®

    Advisor Emeritus/Supervising Principal

  • Christine Schmitz Koch

    Client Relations Manager

  • Eric R. Schmidt

    Operations Manager

  • Derek Donnarumma

    Registered Assistant

  • James A. Marra Sr., E. A.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck