Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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Featured Team Member

Michael J. Teddy is the lead Financial Advisor with M.J. Teddy & Associates. He is a nationally known strategic planner who focuses on business, estate and succession planning strategies for entrepreneurs and high net worth individuals...

Jessica T. McCarthy

Jessica inherited an important family gene: the passion to serve people and help them build a financial roadmap for their future.

Office:	(585) 377-2500
Office:	585-377-2500
Fax:	585-377-2505