Financial Planning 101

Technology and access to information has made it easier than ever to manage your own investment portfolio. This, however, is only one piece of the puzzle. What other aspects of your financial situation could you be ignoring? This seminar will help you identify all the things you didn’t know you didn’t know.

Connor Holly, CFP®
Financial Advisor

Sage Rutty & Company, Inc.  

100 Corporate Woods, Suite 300   Rochester, New York 14623 
main phone 585.232.3760   University 585.512.2309   fax 1.866.902.0273   toll free 1.800.733.1133

© 2019 Sage Rutty. Sage Rutty is a trademark of Sage Rutty & Company, Inc.

Members: FINRA and SIPC


  • LinkedIn Social Icon
  • Facebook Social Icon