Sean Mallory - Financial Advisor
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Offering financial strategies for: asset allocation, retirement planning, education funding, survivorship planning, disability strategies , estate planning, business succession and employee benefits. NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advi
06/27/2023
Planning your retirement means balancing your needs with your dreams. Learn how recent legislative changes and smart strategies can help you feel secure and ready for everything you look forward to in your retirement. Let’s connect to review your
how-to-prepare-for-retirement-help-protect-lifestyle-dreams As you prepare for retirement there are standard expenses to include as you create a master spending plan—things like housing, health care, food, medications, and hobby and leisure spending. There are also larger purchases you may encounter. Some of these larger purchases will be related to necess...
06/22/2023
Do you focus on negative activities that leave you feeling depleted and lethargic? If you’re looking to boost your energy levels, here are seven tips to get energized and help you lead a healthier, more productive life.
7 tips to live a happier life Do you wake up feeling sluggish most mornings? Have caffeinated beverages become a necessity to help power you through the day? If this sounds
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175 Corporate Woods Suite 250
Rochester, NY
14623
