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Meeting Request



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.

Tim Weller, CFP®

Owner and Financial Advisor

Matt Bennage, RICP®

Financial Advisor

Adam Casper, AAMS®

Co-Owner & Financial Advisor

SCHEDULE PHONE MEETING

SCHEDULE BY EMAIL

SCHEDULE BY EMAIL

SCHEDULE VIRTUAL MEETING

SCHEDULE BY PHONE

Call 315-333-1309

SCHEDULE BY PHONE

Call 315-524-8000

SCHEDULE OFFICE MEETING