Plan for tomorrow. Live for today.

CONNECT

Address:

115 Sullys Trail, Suite 8
Pittsford, NY 14534

Phone:

585-249-1550

Fax/Other:

585-249-1554

Hours: Mon-Thurs 8-4 Fri 8-12 After hours available by appointment

Candace A. Shira, CFP®

Candace A. Shira, CFP®

Owner

Over twenty years ago Candy left a career in healthcare and education to join a financial firm.  She has developed strong ideas about the way she wants to conduct business; focusing on putting the client first and providing exemplary client service. 

Being an independent, fee-based financial planner positions Candy to work with each client in a way that best serves their individual needs.  Since becoming a CFP® certificant she has focused on comprehensive financial planning but has a strong background and special interest in insurance, investments and retirement planning.  In 2013 she established her own RIA (Cross Staff Investments, Inc) to further strenghten her firm's position of independence.

Sailing Lake Ontario with her husband is a favorite activity in the summer.  Outdoor activities from hiking to horsebackriding keep her busy throughout the year. 

 

 

Phone 585-249-1550
Fax 585-249-1554
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck