How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Christopher Bruna
LPL Financial Advisor
315.468.0207
One of the most important terms used to describe my practice would be "independent." Being independent means I have no proprietary products or quotas to fill. Whether you are saving for your newborn's college education or generating an...
Robert Rood
LPL Financial Advisor
315.468.0207
I established my office in 1982. Since that time, numerous clients have entrusted me with the placement of their assets. I continue to do everything possible to vouchsafe that trust. Just as each person carefully selects a financial...
