August 31, 2022
Comments Off on Estate planning: Why wait? Do it now
In taking proactive steps, you can enable family to continue living a lifestyle to which you have grown them accustomed. And, at same time, you can help reduce family conflict in the event you become ill or die.
Tagged with: end-of-life planning estate planning health care proxy Jarrett Felton power of attorney wealth advisors Wealth Revealed
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April 24, 2020
Comments Off on Six local wealth advisors named to Forbes list
Six Rochester-area wealth advisors have been named to the Forbes 2020 America’s Top Women Wealth Advisors list. The list includes 1,000 female advisors nationally and 124 women from New York State. Near the top is Lori Van Dusen, of Pittsford, ...
Tagged with: Elizabeth Thorley Forbes Heather Goodbody Karen Zachman Lori Van Dusen Nannette Nocon Tammy Mogilski wealth advisors
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