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Discover your financial readiness and gain clarity with personalized insights and recommendations from our Financial Wellness Quiz. Your responses help us understand your unique circumstances so we can deliver tailored guidance and strategies aligned with your retirement goals.

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adam desimone, financial advisor Adam DeSimone Financial Advisor Prime Wealth Group
adam gartside, financial advisor Adam Gartside Financial Advisor
Registered Client Service Associate
Prime Wealth Group
bailey wilkinson, financial advisor Bailey Wilkinson Financial Advisor Dynasty Group
ben quilty, financial advisor Benjamin R. Quilty, CFP®, MBA Chief Executive Officer
Financial Advisor
Legacy Group
brandon kidd, financial advisor Brandon Kidd Financial Advisor Dynasty GroupLegacy Group
Brian Schultz, Financial Advisor Brian Schultz Registered Representative
bridget ball, financial advisor Bridget Ball Vice President
Financial Advisor
Albany Group
carly kidd, financial advisor Carly Kidd Financial Advisor Legacy Group
charles stewart, financial advisor Charles Stewart III Financial Advisor
Registered Client Service Associate
colin nardella, financial advisor Colin Nardella Financial Advisor
dan mody, financial advisor Dan Mody, CFP® Financial Advisor
CEO of Pinnacle Solutions
Albany Group
Dana Greene, financial advisor Dana Greene III Financial Advisor
dan raite, financial advisor Daniel F. Raite Co-Founder
Financial Advisor
dan posniak, financial advisor Daniel M. Posniak Financial Advisor
dario vacco, financial advisor Dario J. Vacco Financial Advisor Eagle Group
drea coladarci, financial advisor Drea Coladarci, CEP® Managing Partner
Financial Advisor
Prime Wealth Group
eileen sienkiewicz, financial advisor Eileen L. Sienkiewicz Financial Advisor Empire Group
eric crouse, financial advisor Eric D. Krouse Chief Operating Officer
Financial Advisor
janet zane, financial advisor Janet Zane, MBA Financial Advisor
jeremy kidd, financial advisor Jeremy Kidd Financial Advisor Eagle Group
john miller, financial advisor John Miller Financial Advisor
john buss, financial advisor John P. Buss Financial Advisor Empire Group
john bianchini, financial advisor John V. Bianchini Financial Advisor Eagle Group
joe saya, financial advisor Joseph J. Saya Owner / Managing Partner Sedgwick Group
joe o'connor, financial advisor Joseph O’Connor Senior Vice President - Investments
joe silino, financial advisor Joseph Silino Financial Advisor Atlas Wealth Advisors
josh kimber, financial advisor Joshua Kimber, CFP® Financial Advisor Eagle Group
kathy hierholzer, financial advisor Kathleen Hierholzer Financial Advisor
Group Administrator
Eagle Group
kevin szozda, financial advisor Kevin Szozda Financial Advisor Auburn Group
margot stotler, financial advisor Margot Stotler Financial Advisor Auburn Group
mark nardella, financial advisor Mark T. Nardella, CFP®, MBA President
Financial Advisor
mike borgia, financial advisor Michael Borgia Registered Representative
Senior Vice President of Investments
mike figler, financial advisor Michael R. Figler Senior Vice President
Portfolio Manager
mike monoshefsky, financial advisor Mike Monashefsky Financial Advisor Empire Group
paul dipietro, financial advisor Paul DiPietro, CFP® Financial Advisor
Branch Manager
default headshot for male Raymond Beck Senior Vice President Beck Investment Group
rich green, financial advisor Richard J. Green Financial Advisor Empire Group
bob cuculich, financial advisor Robert Cuculich Financial Advisor
Municipal Bond Principal
Legacy Group
robert beck, financial advisor Robert S. Beck, AAMS®, CFP® First Vice President
Financial Advisor
Beck Investment Group
rosalie schlaen, financial advisor Rosalie Schlaen, CFP®, CIMA®, CRPC® First Vice President–Investments
International Client Advisor
Seamus St. Leger, financial advisor Seamus St. Leger Financial Advisor Eagle Group
stephanie day, financial advisor Stephanie Day Financial Advisor
Senior Administrative Officer
steve chow, financial advisor Stephen Y. L. Chow Senior Financial Advisor Dynasty Group
tom thompson, financial advisor Thomas J. Thompson Financial Advisor
Partner
Atlas Wealth Advisors
tim carr, financial advisor Timothy Carr, CFP® Financial Advisor Auburn Group
bill callahan, financial advisor William F. Callahan IV Financial Advisor
Senior Vice President