Ronald Steinberg - Raymond James

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

Jeff D Wolk-Raymond James is a financial advisory firm based in Rochester, NY, offering a range of services to individuals, families, business owners, corporate executives, and retirees. Led by Senior Vice President Jeff D. Wolk, the firm provides personalized investment solutions, retirement planning, estate and charitable giving trust services, and corporate retirement plan consulting. With a focus on putting the client first, Jeff and his team work closely with each client to develop customized investment plans designed to help them achieve their financial goals. With over 24 years of experience in the industry, Jeff D. Wolk is a knowledgeable and trustworthy advisor who is highly engaged in the dynamics and complexities of the global financial markets. He is dedicated to helping his clients make wise financial decisions and considers his most successful clients to be confident and disciplined investors. Jeff's expertise includes wealth accumulation, retirement income, corporate retirement plans, and family wealth transfer. He is committed to ongoing education and research to provide his clients with the best investment opportunities and keeps them informed through one-on-one meetings and group presentations.Generated from the website

Located in Penfield, NY, Jeff Sharman - Raymond James is a financial services establishment specializing in tailored wealth management services, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, investment research, and specialized assistance aligned with client-specific objectives. With a focus on detailed analysis and personalized attention, Jeff Sharman - Raymond James leverages decades of experience to guide clients through complex financial scenarios. Emphasizing prudent risk management, they provide opportunities for clients to grow, protect, and efficiently transfer their financial resources. While boasting a global reach, their community-oriented approach ensures the delivery of attentive, meaningful, and objective-based financial solutions. Generated using this brand's available information