Financial Consultants

Tim Forman
VP
Financial Consultant
Delmar (Delaware Ave)
518-903-8408

Financial Consultant
Syracuse (Clinton St)
315-471-7833

Eric Brunet
VP, CWS, AIF®
Financial Consultant
Ogdensburg (Ford St)
315-541-1176

Joe Butler
AIF®
Financial Consultant
Watertown (Washington St)
315-661-2892

Dan Drappo
VP, CFP®
Financial Consultant, Regional Sales Coordinator
Watertown (Washington St)
315-661-2892

Financial Consultant
Newark (Church Street)
315-331-6767

Financial Consultant
Cazenovia
315-687-3588

Justin Hooper
AIF®
Financial Consultant
Plattsburgh (State Route 3)
518-563-5377

Financial Consultant
Fulton (South First Street)
315-592-4234

Chadwick Murray
CFP®
Financial Consultant
Lakewood (West Fairmount Avenue)
716-763-2140

David O’Neil
VP, AIF®
Financial Consultant
Gouverneur (East Main Street)
315-287-0569

Brent Patry
CFP®
Financial Consultant
Oneonta (Main Street)
607-441-5580

Financial Consultant
Hammondsport (Park Place)
607-438-4998

Shawn Benedict
CFP®
Financial Consultant
Olean (North Union)
716-376-7418

Michael Nevills

Financial Consultant
Watertown (Washington St)
315-661-2892

Dominick Sageer

Financial Consultant
Syracuse NY
315-703-1334

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Julie Clementi

Financial Consultant
Covington Township PA
570-795-3900

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Michael Oresick

Financial Consultant
Wilkes Barre, PA
570-235-2613

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Jennifer Lopez

Financial Consultant
Orchard Park, NY
716-972-2000

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Alec Herbert

Financial Consultant
Williston, VT
802-809-1540

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Additional Info