Invest with real people
In an effort to provide you with the highest level of personalized financial solutions for every stage of life, we’ve partnered with LPL Financial, a registered broker dealer. LPL Financial focuses on addressing the needs of community banks and their customers. Together, we have experience, planning tools and services designed to provide you with the information you need to make smart financial decisions.
Service that works for you
Experience the benefit of a personalized financial planning service. Utilize the resources of our wealth managers to develop a comprehensive investment plan or to simply ask a few questions. Either way, you’ll have the support you need to gain confidence about your financial future.
We’re conveniently located at Fairport Savings Bank. There’s no need to drive to an unfamiliar location or to handle your important financial planning via an impersonal telephone call or the internet.
Financial advice that’s in your best interest
Today’s economic challenges and diverse investment options require a trusted advisor who can simplify the financial planning and investment process and help you work toward realizing your dreams. We’ll take the time to understand your needs and goals and to determine the appropriate financial planning solution for your individual situation. As a result of our relationship with LPL Financial, a full-service independent financial planning organization, we are not limited to any particular investment or insurance source, so you’ll benefit from objective recommendations that are aimed to always put your interests first. And unlike some other financial consultants, we don’t charge a fee for developing a comprehensive plan.