Our Qualifications

I have been working with individuals and businesses for over 40 years.We have extensive personal and professional experience.

 Richard Wheeler: Rochester ,NY,Greece Olympia '68, SUNY Geneseo  '72 , BA Speech Communications, Began career in 1972 at Prudential Life Ordinary office ROCX as Special Agent . In 1977 I joined an independent agency and have worked as such since, representing clients Insurance and Financial Services needs to the marketplace in association with various agencies,Brokerage firms and my present  Broker Dealer, Cetera Advisor Networks. I was fortunate to be trained and associate with some of the best  in the business. Their wisdom, experience, patience and integrity prepared me for a gratifying career serving those individuals, families, charitable organiztions and businesses I have had the privilege to advise and assist.  I am registered to represent a variety of investments (series 6 & 63) as a Financial Advisor and Investment Advisor Representative (NY, CA, ME. TX, IL, NH, PA, VT, VA, FL). I am also licensed to sell insurance products (NY,FL).

I am dedicated to developing lasting relationships with all our clients. I believe in helping you assess your financial goals and participate in planning the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I am looking forward to using our experience to help you pursue your financial goals.

What you make is a living. What you give is your life. What you leave is your legacy.