Champlin & Associates - Pittsford, New York
Address: 179 Sully's Trail Suite 305, Pittsford, NY 14534.
Phone: 5858991227.
Website: champlinandassociates.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Champlin & Associates
⏰ Open Hours of Champlin & Associates
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Champlin & Associates
Champlin & Associates is a highly regarded financial planning firm located in Pittsford, New York. The company's mission is to help individuals and families achieve their financial goals through personalized advice and strategies. With a strong focus on customer satisfaction, Champlin & Associates has earned a stellar reputation in the community.
About Champlin & Associates
Established in 2005, Champlin & Associates has been providing top-notch financial planning services to clients across the region. The firm's team of experienced professionals works closely with each client to develop tailored solutions that address their unique needs and objectives. Some of the key areas they specialize in include:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Location and Accessibility
Champlin & Associates is conveniently located at 179 Sully's Trail Suite 305, Pittsford, NY 14534. The office is fully accessible to individuals with disabilities, featuring wheelchair-friendly entrance, parking, and restroom facilities. Appointments are recommended but walk-ins are welcome, depending on availability.
What Sets Champlin & Associates Apart
What truly sets Champlin & Associates apart is their commitment to building long-lasting relationships with their clients. They take the time to understand each client's unique financial situation and goals, and work closely with them to develop a comprehensive plan that delivers results. The firm's personalized approach and dedication to excellence have earned them a loyal client base and a 5-star rating on Google My Business.
Client Testimonials
The quality of Champlin & Associates' services is backed by outstanding client testimonials. One client, for example, shared how meeting with Dan from Champlin & Associates helped them sleep well for the first time in a long time. They highly recommend calling and meeting with the team to discuss their future financial plans. With an average opinion rating of 5/5 based on 1 review, it's clear that Champlin & Associates consistently delivers exceptional results for their clients.
Contact Information
If you're looking for a trusted financial planning partner, look no further than Champlin & Associates. You can reach them by phone at 585-899-1227 or visit their website at champlinandassociates.com to learn more about their services and how they can help you achieve your financial goals.
👍 Reviews of Champlin & Associates
