Investment Management

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Independent Registered Investment Advisory firm providing conservative, long-term investment management for individuals, IRAs, and institutions including retirement/401(k) plans, corporations, Taft-Hartley Funds, endowments and foundations

183 Sully's Trail, Pittsford, New York 14534
Contact(s):
 Judy Costello, Danielle Crawford, Debi Mansour, Corky Aloi, Vanessa Peer, Dana Warden, Sheri Agnello, Tony Mirrione, CFP, Taylor Reynolds, Charles T. Tribe, CFA, Byron S. Sass, CFA, Bozena Pomponio, James M. Quackenbush, Joseph G. Mowrer, Mitchell C. Thomas, Brett Gardner, Travis M. Gallton, CFA, Christopher Raby, CFA, Christi Cott, Christine Porter, Patti DeCarolis, Victoria A. Hemiup, CRPS, Todd Mazzo, David P. Angeline, David D'Ambrosio, John N. Hamling, Kevin B. Murray, Marijoyce Ryan, CPP, Daniel L. Lippincott, CFA, Sharon L. Thornton, Thomas M. Duffy, Kathleen F. Crane, Dana R. Consler, George Karpus
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