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NEW CLIENTS
Click on the link below to request an introductory meeting.
SCHEDULE INTRODUCTORY MEETING
EXISTING CLIENTS
Click on one of the links below to schedule a meeting with your financial advisor.
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Tim Weller, CFP® Owner | Matt Bennage, RICP® Financial Advisor | Adam Casper, AAMS® Co-Owner | Dillon Flaherty Financial Advisor |
SCHEDULE PHONE MEETING | SCHEDULE BY EMAIL | SCHEDULE BY EMAIL | SCHEDULE BY EMAIL |
SCHEDULE VIRTUAL MEETING | SCHEDULE BY PHONECall 315-333-1309 | SCHEDULE BY PHONECall 315-524-8000 | SCHEDULE BY PHONECall 315-524-8000 |
SCHEDULE OFFICE MEETING |