This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.
404 Old Liverpool Rd, Liverpool, NY, 13088
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Christopher owns CM Property Group, a construction business, and works as an insurance agent selling Medicare plans, dedicating a few hours per week to each. He also works as an Investment Advisor for CIRA, taking about half of his time.