Image of Frank Arkinson

Frank P Arkinson, CFP®

Senior Vice President - Financial Advisor, Consulting Group

315-423-1406
Image of Julie Garcia

Julie Garcia, AAMS®

First Vice President - Financial Advisor, Consulting Group

315-423-1409
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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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