Contact Us

Canandaigua is located in the beautiful Finger Lakes region of western New York and is just a short drive from Rochester, Syracuse, and Buffalo. Our firm has two locations in scenic, historic Canandaigua, New York.

Wade Sarkis, CFP®, AIF®                 Nathan Van Bortel, CFP®
45 Ontario St.                                45 Ontario St.
Canandaigua, NY 14424               Canandaigua, NY 14424
(585) 396-2720                         (585) 396-2720
[email protected]                         [email protected]

 

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Rusty Barone, CPA, MBA
475 North Main St.
Canandaigua, NY 14424
(585) 394-0166 Ext. 3
[email protected]

 

Directions to our office
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