90 Linden Oaks, Suite 100 Rochester, NY 14625
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.