Wealth Management Group, LLC. Logo

Wealth Management Group, LLC.

Locations: 2000 Winton Rd S. Building 4a, Suite 206 Rochester, New York 14618, US

Company Size: 1 - 100

Industry: Financial Services

Company Website

AI Description

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  • Brad Montgomery profile image
    Brad Montgomery img

    Investment Advisor Representative

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  • Derek Donnarumma, CFP® profile image
    Derek Donnarumma, CFP® img

    Financial Planning Coordinator at Wealth Management Group, LLC.

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  • Manita Lam profile image
    Manita Lam img

    CPA, CFP®

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  • Eric R. Schmidt profile image
    Eric R. Schmidt img

    Operations Manager

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  • Adam Mark, CFP® profile image
    Adam Mark, CFP® img

    Certified Financial Planner™, President at Wealth Management Group, LLC.

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  • Bill Tortorice profile image
    Bill Tortorice img

    Associate Vice President / Advisor

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  • Jonathan Smith profile image
    Jonathan Smith img

    Financial Strategist at Wealth Management Group, LLC.

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