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As your financial advisor, it is important to establish a very personal relationship with you, so that I may help you. With that relationship, I feel it is my responsibility to:

  • Help you understand your financial position and set reasonable, attainable financial goals.
  • Educate you on the various financial solutions available and help you determine the best course of action.
  • Assist you in the implementation and monitoring of your plan.

Our Philosophy

We believe that wealth management is a process that develops over time. We believe that it is more than just having investments and that money itself is not the goal, but a tool that will help us achieve our lifelong dreams. When invested wisely, managed prudently, and protected properly, this tool can help us live our dreams.

You are always welcome to contact us, and we encourage you to do so. Please call us at 585-419-2266 or toll-free at 1-866-358-6493.

Thank you for visiting.

Bentley Hutchings
President