Meeting you wherever life takes you

With clients in all 50 states and regional service teams throughout the US, we’re prepared to meet you wherever you are – physically and financially.

financial advisor shaking hands with client

Rochester & Finger Lakes Region

290 Woodcliff Drive
Fairport, NY 14450
(585) 325-6880

Western New York

Central New York

Capital Region, Hudson Valley, and New York City

Central & Southern Ohio

655 Metro Place South
Suite 300
Dublin, OH 43017
(614) 764-4551

Northern Ohio

Pennsylvania & Mid-Atlantic Region

Southeast US

Central & North Florida

150 Second Avenue North
Suite 800
St. Petersburg, FL 33701
(727) 214-2600

Southeast Florida

Southwest Florida

365 5th Avenue S
Second Floor
Naples, FL 34102
Phone: (800) 551-0224