David A. Younis, CFP

Financial Advising
Hours: Dave Younis, CFP® is a financial planner that focuses on customized, complex and cross disciplinary financial planning. His expertise has been developed over a 15 year career exclusively working with financially engaged individuals on a one-on-one basis. Dave’s strengths are rooted in his ability to provide simple explanations and insights in the face of complex planning needs. Whether your circumstances require retirement income solutions, business succession perspectives, comprehensive wealth management, executive benefits coordination, estate distribution considerations or any number of other services; Dave is prepared to help you implement strategies to help you move toward your personal vision of success.

• 0 miles

  

  Allied Financial Partners - 150 State St Suite 301A, Rochester Bookkeepers, Financial Advising
• 0.56 miles

  

  MassMutual New York State - Rochester Satellite Office - 700 Bausch and Lomb Pl, Rochester Financial Planners, Financial Advising
• 0.67 miles

  

  High Falls Advisors - 180 S Clinton Ave #300, Rochester Financial Planners, Investing
• 1.5 miles

  

  CNB Wealth Management - 600 East Ave, Rochester Insurance, Investing

1. Rochester, New York