Insight Investments LP

Amy Iresabal is a Private Client Financial Advisor at Citizens Wealth Management in Fairport, NY, dedicated to guiding clients through their financial journeys. With a collaborative approach, her advisory team focuses on creating comprehensive financial plans tailored to the unique needs and goals of individuals and families. Citizens Wealth Management offers a range of services, including custom financial planning and exclusive rewards for clients. Their team of knowledgeable professionals is committed to providing individualized support and adjusting financial strategies as clients' lives evolve. Generated from the website

Michael understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goal’s-based plan that is tailored to your situation. Using customized tools, Michael can help analyze your investments and prioritize your needs, wants, and aspirations.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.