Focus Areas
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Divorce Finances
- Retirement Income Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Personal Fitness
- Cooking
- Sports Enthusiast
- Basketball
- Skiing
Team Members
- Karen DeSantisSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 07:00PM |
Mon | 09:00AM - 07:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 07:00PM |
Mon | 09:00AM - 07:00PM |
Tue | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Phone
(607) 785-0161Fax
(855) 779-4159Office Address
609 E Main St Suite 2Endicott, NY 13760opens in a new window
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