BFWM Advisors
Illinois
Bruce Berman
Lifetime Financial Group
1000 Skokie Blvd Ste 450
Wilmette, IL 60091
P: 847-920-1732
F: 847-920-1734
bruceberman@lifetimefinancialgroup.com
Oren Guzman
Lifetime Financial Group
1000 Skokie Blvd Ste 450
Wilmette, IL 60091
P: 847-920-1732
F: 874-920-1734
oren.guzman@lifetimefinancialgroup.com
Massachusetts
Martin E. Paul
Martin Paul & Associates
43 Caroline Road
South Easton, MA 02375
P: 508-238-1262
F: 508-238-2307
martypaul@martinpaulandassociates.com
Robert N Richard Jr.
Assabet Financial Group
276 W Main Street Suite 13B
Northborough , MA 01532
Phone: 508-351-9711 Fax: 508-351-9713
Robert.Richard@CeteraAdvisors.com
New York
Keith Condemi
2850 Clover Street Suite 2
Pittsford NY 14534
P: 585-231-1585
F: 585-231-1589
keith.comdemi@ceteraadvisors.com
Chris Cook
ROC Wealth Partner
10 Office Park Way, Suite 200
Pittsford, NY 14534
P: 585-662-5031
chris.cook@rocwealthpartners.com
Kevin Fahy
ROC Wealth Partner
10 Office Park Way, Suite 200
Pittsford, NY 14534
P: 585-662-5031
kevin.fahy@rocwealthpartners.com
Gregory Halstead
ROC Wealth Partner
10 Office Park Way, Suite 200
Pittsford, NY 14534
P: 585-662-5031
greg.halstead@rocwealthpartners.com
Jerry Hefley
2850 Clover Street Suite 2
Pittsford NY 14534
P: 585-905-0000
F: 585-231-1589
jerry.hefley@ceteraadvisors.com
Patrice Lancelot (Bio)
Preferred Financial Advisors, LLC
2850 Clover Street Suite 2
Pittsford, NY 14534
P: 585-427-2420
F: 585-231-1589
patrice.lancelot@ceteraadvisors.com
Solomon Massey
Massey Group Wealth Management LLC
5858 E Molly Rd STE 102
Syracuse, NY 13211
P: 315-424-3852
F: 315-424-6237
David Perrotto
Perrotto Private Wealth
156-25 95th Street
Howard Beach, NY 11414
P: 800-201-3519
F: 646-934-6007
dperrotto@ceteraadvisors.com
Mark Santelli
2850 Clover Street Suite 2
Pittsford NY 14534
P: 315-331-7865
F: 585-231-1589
mark.santelli@ceteraadvisors.com
Rami Sassoon
555 Madison Ave FL 5
New York, NY 10022
P: 800-201-3519
F: 800-201-5384
rami.sassoon@ceteraadvisors.com
Dylan Shaw
ROC Wealth Partner
10 Office Park Way, Suite 200
Pittsford, NY 14534
P: 585-662-5031
dylan.shaw@rocwealthpartners.com
David Treichler
Arabella Wealth Advisors
120 East Washington Street
Syracuse, NY 13202
P: 315-751-7973
F: 877-567-3031
dave@arabellawealth.com
Pennsylvania
Susan McClelland
McClelland Financial Management
601 W Main Street STE 2
Smethport, PA 16749
P: 814-887-4180
F: 814-887-4182
smcclelland@ceteraadvisors.com
Vermont
Collin R. Fingon
Prosperity Wealth Management
83 Heather Lane
Rutland, VT 05701
P: 802-773-6500
C: 802-233-8541
Collin.Fingon@CeteraAdvisors.com
Virginia
Craig LeFeber
10015 West Broad Street
Glen Allen, VA 23060
P: 585-305-8518
F: 804-442-7076
clefeber@ceteraadvisors.com