Meet our Financial Consultants
The secret to making smart financial decisions begins with a consultant you can trust. An individual who lives and works right here in your community and who understands your family's needs. Our consultants are experienced and qualified to advise you on a wide range of financial matters.
Contact us at one of the following convenient office locations:
Penfield |
Fairport
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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Oakleaf is a subsidiary of the bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
