Adam Mark, CFP®

Adam Mark, CFP®

President

Adam's success as a financial planner has emanated from an unwavering commitment to professionalism and personal service. He is dedicated to learning about a client’s personal goals and priorities, working with them to build a custom-tailored financial security plan that best fits their most meaningful financial goals.

Adam focuses on working with multiple generations of families, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments, professional money management and asset allocation.     

As a trusted advisor and ally, Adam seeks to provide clients with peace of mind as they build the kind of future they want for themselves and their family.

Adam completed the CFP Board-registered CERTIFIED FINANCIAL PLANNING certificate bachelor's degree program at Alfred State College. He earned his CFP® certification, and is registered to offer securities and investment advisory accounts in New York. Adam also holds a Life/Accident/Health Insurance license.

Check the background of this investment professional on FINRA's Broker Check.

Phone (585) 241-5900
Fax (585) 244-5416