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

Marv Engle

Marv Engle

Accounting

After retiring in 1997, Marv decided to return to work on a part-time basis to do taxes.  His background in engineering and interest in the financial markets made it a perfect fit and he enjoyed it for several years.  Now he is our 'Chief Financial Officer' which allows Candy the time to do what she enjoys most; working with clients.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck