Jack understands that your goals and circumstances are unique, and he specializes in helping you build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goals-based plan that is tailored to your situation. Using customized tools, Jack can help analyze your investments and prioritize your needs, wants, and aspirations.

Website: www3.mtb.com

Phone: (585) 455-5104