Welcome to the scheduling page for Timothy Brown.
Please select which type of Event you want to schedule.
Client Service (Phone Call)

Please note: For most kinds of distributions, we can take your instructions over the phone. Please call 585-410-6733 (extension 136 for Aimee or 158 for Tim) and we can probably help you immediately! Otherwise, please schedule a time when we can call you to talk through your needs.

Paperwork Meeting (Rochester)

Please use this form to schedule a meeting to come in and complete paperwork with Timothy Brown. This is for an in-person meeting at the Rochester office, located at 90 Linden Oaks, Suite 100 in Rochester NY.

Introduction to Financial Services (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 meeting will take place online, via Zoom.

Introduction to Financial Services (Rochester)

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.

Investment Review Meeting (Zoom)

Please use this form to schedule an investment review meeting with Timothy Brown. 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.

Investment Review Meeting (Rochester)

Please use this form to schedule an investment review meeting with Timothy Brown. 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.

General Meeting (Rochester)

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

General Meeting (Zoom)

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