With the odds stacked against a successful transition/exit, we have found that there is a formula that other business owners have followed. We’d like to walk you through what that might look like for you and your business.
We love a good, hot cup of coffee – and we love to hear stories. We would enjoy sitting down with you and listening to your story, learning about you, your family and your business, and see where we can help. There really are no strings attached. We can chat, have a cup of joe, and see what springs up.
So – let’s get together and share some ideas.
The easiest way to contact us is to click the “Get in Touch” link below, and fill out the form. We’re not going to spam you, and your information is 100% confidential – and always will be. If you’d like to call – it’s 585-350-7273.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Florida, Georgia, Indiana, Massachusetts, New Hampshire, New Jersey, New York, Tennessee, Texas, and Wisconsin
Insurance: California, Colorado, Florida, Indiana, Massachusetts, New Hampshire, New Jersey, Ohio, Tennessee, South Carolina, Vermont, and Wisconsin
California Insurance License #OH56023
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.