Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Bill is a graduate of SUNY-Buffalo and is currently a member and past president of the Eastern New York Chapter of The Society of Financial Services Professionals. Within the community, Bill is a Special Olympics coach and volunteer. He resides with his family in Niskayuna, N.Y.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies