Susie L. Light  
President ,  Private Wealth Manager



Rochester Office:
3445 Winton Place, Suite 120
Rochester, NY 14623
Office: 585.435.4443 Cell: 585.899.9360
Fax: 585.435.4823

Williamsville Office:
6265 Sheridan Dr., Suite 218
Williamsville, NY 14221
Office: 716.204.8838
Fax: 716.630.5970


My Services


Wealth Management Strategies

Mutual Funds, Stocks, ETFs, UITs
•Managed Accounts
•Asset Allocation Strategies
•Fixed and Variable Annuities
•IRA Consolidation/Rollovers
•Tax Sheltered Annuities, 403(b)

Financial Planning and Estate Conservation

Retirement Income Stratagies
•Pension Payout Maximization
•Lump Sum Pension Distribution
•Charitable Giving Strategies
•Estate Conservation Strategies
•Business Continuation and Preservation Strategies
•Life Insurance
•Long Term Care Insurance

Family Planning

•College Funding Strategies
•UTMA/UGMA Accounts
•Disability  Income Insurance
•Mortgage Protection
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