Post Resch Tallon Group

Post Resch Tallon Group (CRD# 156302) is a financial advisory firm headquartered in Pittsford, NY. They manage $255,938,653 in 789 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1163 Pittsford-victor Road, Suite 240, Pittsford, NY 14534
https://postreschtallon.com
By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • Total Number of Accounts
    789
    ACCOUNTS
  • Average Account Value
    $324,384
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NH, NY, TX

Financial Advisors at Post Resch Tallon Group
Showing 1 - 1 of 1 top financial advisors.
1
James Fischer, financial advisor Tampa FL
James D. Fischer
CRD#: 2277016
Tampa, FL

James Fischer (CRD# 2277016) is an Investment Advisor Representative working at Post Resch Tallon Group in Tampa, FL and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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