Joe holds FINRA Securities Registration Series 7 and 66 as well as the New York State Life and Health License. He is licensed to offer securities and advisory services in New York, New Jersey, Connecticut, and Texas.
Joe strongly believes that the financial planning process should not be a series of transactions; rather it should be a relationship-based partnership. With that in mind, he takes pride in working with all of his clients on personal level, earning trust in a relaxed professional manner and applying his faith and family values into his practice.
Joe was born and raised in Rochester, NY and is an avid sports (Yankee) fan.
Joe can be reached at (585)568-6999.