Financial Advisors & Services
Sheppard Mosher
Our experienced team of financial advisors is based in Canandaigua, NY and proudly serves clients throughout the Finger Lakes region with retirement planning, investment management, and tax-efficient strategiesOur experienced team of financial advisors is based in Canandaigua, NY and proudly serves clients throughout the Finger Lakes region with retirement planning, investment management, and tax-efficient strategies
The Pitti Group Wealth Management
Comprehensive financial planning. Full range of investment services. Trust and estate planning services. Services for businesses/owners - cash management, pension/401K/lending and strategic business advisory services.Comprehensive financial planning. Full range of investment services. Trust and estate planning services. Services for businesses/owners - cash management, pension/401K/lending and strategic business advisory services.
