Broker Check

Our Team

Leo O'Connor Sr.

President, CERTIFIED FINANCIAL PLANNER

607-770-3800

607-797-9424

[email protected]

 My mission is helping clients reach their financial goals through informed and timely professional advice...

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Andy O'Connor

CERTIFIED FINANCIAL PLANNER Practitioner

607-770-3800

607-797-9424

[email protected]

Bio coming soon!

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Marcene Depew

Credit Union Relationship Manager

[email protected]