Samuel Irvine, CFP
Davie Kaplan Wealth Care Advisors
Certified Financial Planner in Rochester, NY
Address:28 E Main St Ste 1000
Rochester, NY 14614
About Samuel Irvine
Samuel Irvine is a financial professional at Davie Kaplan Wealth Care Advisors located in Rochester, New York. Samuel Irvine holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Samuel Irvine provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Samuel Irvine28 E Main St Ste 1000
Rochester, NY 14614
Phone Number:
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Website:
http://www.daviekaplan.com
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