- What is an independent financial consultant?
An independent financial consultant is a person who represents many investment and insurance companies and is not affiliated with a proprietary company (which may offer only its own products and services). An independent consultant is not limited to just one line of investments or insurance.
- What does it cost to meet?
Nothing. You can meet with us to discuss services without cost and determine which approach is best for you and what, if any, costs would be involved.
- How do I contact your office?
You can reach us at the following numbers:
Wade Sarkis: (585) 396-2720
Rusty Barone: (585) 394-0166
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser–broker/dealer. Fixed insurance products and services offered by Canandaigua Financial Group are separate and unrelated to Commonwealth.