Frank P Arkinson, CFP®

Senior Vice President - Financial Advisor, Consulting Group

315-423-1406

Julie Garcia, AAMS®

Vice President - Financial Advisor, Consulting Group

315-423-1409
Email | |

Carol Taillie

Senior Investment Associate

315-423-1408

Investment philosophy

There is no magical formula to money management. Adapting to change, however, is critical to both advisor and client. Having said that, virtually all asset classes, investment styles and modern portfolio theory are viable in building and maintaining wealth.


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