Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Rob is a founding and co-Managing Partner of NorthLanding Financial Partners, LLC. In addition to serving as the firm’s Chief Investment Officer, his practice extends to fee-based financial planning and investment management for a select number of high net worth individuals and families.
His clients depend on his oversight for personal and objective advice on investment allocation, retirement income planning, estate planning, and tax-related matters. His experienced approach to guiding clients through all aspects of financial management has developed over the past 17 years, through experience with...
As a Financial Advisor with iTP Partners, Adam works primarily with, high-net-worth individuals, families and small-to-medium size businesses. As a comprehensive planner, Adam helps his clients develop strategies to accumulate, protect, and distribute their retirement savings and wealth.
Prior to iTP Partners, Adam was an advisor at AXA Advisors. There he spent much of his time devoted to helping teachers and staff in the local public schools with comprehensive wealth management and financial education. Mr. Morgan continues to serve this community today and has an extensive client base in the...
I am an entrepreneur who focuses on providing financial planning and investment management services. I help my clients build, manage, protect and transition their wealth. We help our clients build their wealth by guiding their investment selections in their retirement plans. We help our clients manage their wealth after they have retired. We help our clients protect their wealth through the use of various insurances and wills. We ultimately help our clients transition their wealth to their heirs through the use of an estate plan.
We work with clients in any phase of their life who are looking...
I am a committed financial professional and Vice President at AXA Advisors LLC, focusing on helping my clients achieve success in reaching their goals. Planning the financial future of yourself, your family, your small business or your corporation may be intimidating. I can help.
As Vice President, I have grown my practice by diligently assisting individuals with their retirement planning, asset management and asset protection. Everyone has unique financial goals. Using my extensive knowledge and experience in financial planning, I am able to find the appropriate life insurance, retirement plan,...
Joseph Altobelli (CRD# 3259077) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Webster, NY and has over 18 years of experience in the finance industry. Joseph Altobelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Anadio (CRD# 4086591) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pittsford, NY and has over 18 years of experience in the finance industry. John Anadio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Armbruster (CRD# 2687579) is an Investment Advisor Representative working at Armbruster Capital Management, Inc. in Pittsford, NY and has over 22 years of experience in the finance industry.