Carolyn Montanaro


(585) 249-1037

Toll Free:



9 AM to 5 PM - Monday to Friday


We are an independent, full-service investment firm. Our team of advisors deliver customized investment solutions to our clients. Our independence allows us to choose among the best portfolio management options available in the marketplace and to price them very competitively.

Our job is to help people – both individual investors and companies – reach their investment objectives through personal financial planning and investment strategies.






Be sure to take a look at the Membership section for more detailed information on the Webster Chamber, such as: fees, upcoming events, benefits, and our application form. And feel free to reach out at 585‐265‐3960 for answers to inquiries not covered on the site. We look forward to seeing you soon!

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