New York
Rochester Office
290 Linden Oaks, Suite 320, Rochester, New York 14625
Phone: (585) 203-1130
Fax: (585) 203-1125
Advisors And Staff
John M. Adamczuk, MS, CFP®, AIF®
Aaron J. Randisi, CFP®, CRC®, AIF®
Peter Adamczuk, CFP®, CPA
Lisa Noonan
Luke Stuart, CFP®
Julie Thomas
Greg Tellex AIF®
Robin Bowers
Megan Culhane, FPQP®
Kristina Karekos
Karen Murray
Fairport Office
260 Fairport Village Landing, Fairport, New York 14450
Phone: (585) 425-9665
Fax: (585) 203-1125
Advisors And Staff
North Carolina
Piedmont Area
635 - D Chapel Hill Road, Burlington, NC 27215
Phone: (336) 350-8305 or (919) 903-8407
Fax: (336) 350-9180
Advisors And Staff
Uwe Schweikert
Thomas Storrie, CFP®, MBA
Doug Weaver, ChFC®, CRPC®
Susan D. Finley
Cary Office
1255 Crescent Green, Suite 116, Cary, NC 27518-8124
Phone: (919) 336-9036
Toll-free: (866) 490-2999
Advisors And Staff
Christopher G. Murphy, CFP®, ChFC®, APMA®, RICP®, MBA
H. Brandon Hughes, CFP®, CRPC®, RICP®, MBA
Uwe Schweikert
Doug Weaver, ChFC®, CRPC®
Jay Barish, CFP®, CDFA®
Christine L. Murphy
Susan Spencer
Kinston Office
2906 Hull Road, Kinston, NC 28504
Phone: (800) 655-9487
Advisors And Staff
Michael E. Spears, CRPC®, APMA®
Wendy M. Mitchell
Wilmington Office
1213 Culbreth Drive, Suite 134, Wilmington, NC 28405
Phone: (910) 256-3629
Advisors And Staff
Michael E. Spears, CRPC®, APMA®
Pittsboro Office
120 Mosaic Blvd. #200-10, Pittsboro, NC 27312
(919) 909-8407
Advisors And Staff
Uwe Schweikert
Thomas Storrie, CFP®, MBA