We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Financial Consultant, CWS, AAMS
As lead partner and owner of InterGen Advisors, Sean is responsible for overall client relationships as well as design and direction of client investment strategies. Sean's primary focus is long-term accumulation and income planning...
Cam Thompson, CPFA®
Wealth Mangement Advisor
Cam’s passion for helping people is evident in every aspect of his life. Whether he is assisting a family to plan for their future, or coaching on the lacrosse field, Cam’s relentless energy and positivity transforms what...
Wealth Management Advisor
Focus - Individual wealth management including: Financial Planning, Investment Advisory and Management, Retirement Income Planning, Estate Planning. Education and Experience - BS Degree, Syracuse University Certified Financial...
Registered Sales Assistant
Eisner Law, P.C.
Eisner Law prides itself on integrity, fairness, excellent two-way communication, and exemplary service. Ken focus primarily on four areas of law: Business Law, Health Care Law, Estate Planning and Administration, and Alternative...