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521 Erie Blvd W, Syracuse, NY 13204

315.728.5434
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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
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Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.
Glossary of Scam Terms

Glossary of Scam Terms

A helpful glossary of current scams.
Jeffrey Jock

Jeffrey Jock, CFP®

Senior Wealth Advisor, LPL Financial

315.728.3435

Kevin Witmer, CRPC™

Kevin Witmer, CRPC™

Wealth Advisor, LPL Financial

315.728.5353

Frank Mazzilli, CRPC™

Frank Mazzilli, CRPC™

Wealth Advisor, LPL Financial

315.728.5195

Brandon Mimas-Weeks, CRPC™

Brandon Mimas-Weeks, CRPC™

Wealth Advisor, LPL Financial

315.728.3593

Scott Harris

Scott L. Harris, CWS®

Vice President LPL Branch Manager, LPL Financial

315.728.5273

Shannon Avery

Shannon Avery

Operations Manager

315.728.3460

Kate Milligan

Kate Milligan

Investment Services Assistant

315.728.3617

Ashley Trombley

Ashley Trombley

Investment Services Assistant

315.728.3563

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