Susie L. Light

Welcome and thank you for visiting!

Susie's clients have access to innovative technology, support and services, allowing Susie to address their financial planning and wealth management needs in a comprehensive and unbiased fashion.

Susie’s practice specializes in holistic and customized retirement, retirement income, survivor, investment and asset protection planning, as well as in the special planning needs of LGBT clients.  The basic principle under which she operates is that she endeavors to treat her clients as she would want to be treated - with world class service.

I hope you find this site informative and useful. Feel free to contact me if you would like more information regarding a product or service.

If you have any questions, please feel free to call me at 585-435-4443 or click here to email me.