Compass Financial Group Incorporated Robert C Schnall

Heritage Financial Services, LLC is an independent wealth management and financial consulting firm based in Western New York, with a satellite location in Southwestern Florida. With a focus on multigenerational planning, they provide comprehensive planning services to individuals, families, charitable organizations, and businesses, helping them develop and achieve their long-term financial goals. With a track record dating back to 1968, Heritage Financial Services offers exceptional advice and a highly personalized experience for their clients. They specialize in retirement planning, accumulation planning, estate planning, education planning, risk management, and socially responsible investing, aiming to help clients maintain and enhance their lifestyle into the future.Generated from the website

Colgan Capital in Perinton, Town of, NY offers personalized financial planning services to help individuals navigate life's transitional moments with confidence. Their team of experts collaborates with clients to create tailored financial plans that adapt to changing circumstances, empowering them to make informed decisions and achieve their future goals. With a focus on clarity and empowerment, Colgan Capital goes beyond traditional number crunching to provide comprehensive support during times of change. By distilling complex financial concepts into actionable strategies and staying actively engaged in the implementation process, they help clients build the life they want while ensuring their needs for tomorrow are met.Generated from the website