Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Building relationships while providing state-of-the-art service since 2001.

Barb Donaldson

Barb Donaldson

Client Relationship Manager

(315) 775-8755

(315) 801-0705

Bonnie Beehm

Bonnie Beehm

Insurance Specialist

(315)777-3861

(315)801-0705

David Rosenblatt

David Rosenblatt

Director of Investment Strategies

Kimberli Fleck

Kimberli Fleck

Regional Director

Mea  Rosner

Mea Rosner

Principal, ChFC, CASL

(315) 775-8755

(315) 771-0550

Samuel Rosner

Samuel A Rosner

Investment Advisor Representative

(315) 775-8755

(315) 801-0705