Please use this form to schedule your meeting with David Younis. This is for an in-person meeting at the Rochester office, located at 90 Linden Oaks, Suite 100 in Rochester NY.

Please use this form to schedule your meeting with David Younis. This meeting will take place online, via Zoom.

Please use this form to schedule an investment review meeting with David Younis. In this meeting, we will review your investment portfolio, review your objectives, and make updates if needed to keep your progress on track. This is a great time to give us updates on your life and goals. This is for an in-person meeting at the Rochester office, located at 90 Linden Oaks, Suite 100 in Rochester, NY.

Please use this form to schedule an investment review meeting with David Younis. In this meeting, we will review your investment portfolio, review your objectives, and make updates if needed to keep your progress on track. This is a great time to give us updates on your life and goals. This is for an online meeting via Zoom.

Please use this form to schedule your introductory meeting with our financial services team. In this meeting, we will learn about your financial planning and investment management needs and familiarize you to our services. This is a "getting to know each other" meeting so we can determine together if we are a good match to help you meet your financial goals. This is for an in-person meeting at the Rochester office, located at 90 Linden Oaks, Suite 100 in Rochester NY.

Please use this form to schedule your introductory meeting with our financial services team. In this meeting, we will learn about your financial planning and investment management needs and familiarize you to our services. This is a "getting to know each other" meeting so we can determine together if we are a good match to help you meet your financial goals. This meeting will take place online, via Zoom.