Contact
- Address
- 295 Woodcliff Drive, Suite 305, Fairport, New York, 14450
- Phone
- (585) 454-3985
- Website
- thebrowngroupstifel.com
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 08:00am – 05:00pm |
| Tuesday | 08:00am – 05:00pm |
| Wednesday | 08:00am – 05:00pm |
| Thursday | 08:00am – 05:00pm |
| Friday | 08:00am – 05:00pm |
| Saturday | Closed |
Description
Our process starts with getting to know as much as we can about you. With a conceptual picture of your institution in mind, we develop an investment strategy and help you design a diversified investment portfolio that embodies that strategy. To help you stay on track toward your goals, we will hold periodic review discussions with you to present market updates and stay abreast of any changes in your life and circumstances.