Richard Anderson

Richard Anderson

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • CASL®
  • AEP®
FINRA BrokerCheck
1162 Pittsford Victor Rd, Ste 200
Pittsford, NY 14534
585-586-6300 585-764-0695 Visit my website

About my practice

Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than determine a planning solution. I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

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