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

Fire Your Broker

The financial services industry, like medicine, evolves over time. This evolution is often forced by technological advancements, regulatory changes, fee compression and
client expectations. The result is that a modern financial services practice looks different today than it did even ten years ago. This presentation is designed to provide
individuals with a framework for evaluating financial services firms and professionals.

Thursday, March 19th  (12:00)

Tuesday, April 21st        (5:30)

Thursday, May 21st     (12:00)

Brennan Redmond, CFA, CFP®
First Vice President,
Financial Advisor