portrait of Geoff Glanville
FINANCIAL ADVISOR

Geoff Glanville

CFP®, AAMS™, CRPC™, CRPS™, CSRIC®
121 Sully's Trail Suite 3, Pittsford, NY 14534opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Sustainable investing
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

  • CSRIC®

    Chartered SRI Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Sports Enthusiast
  • Music
  • Reading

Team Members

  • Dawn Donaher
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Phone

(585) 381-8440

Fax

(866) 462-7438

Office Address

121 Sully's Trail Suite 3
Pittsford, NY 14534opens in a new window

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