Thomas A. Rodak, Jr.

Thomas A. Rodak, Jr.

Investment Advisor Representative

Phone: 585-377-3080 ext. 312
Fax: 585-388-8315
Mobile Phone: 585-410-5310

Thomas A. Rodak, Jr. affiliated with the firm 2012. He is an Investment Advisor Representative under the Signator Investors, Inc. Corporate RIA program.    With  a  focus  on  serving  both  individuals  and  business  owner  clients,  he  strives  to  understand  his  clients’  concerns  and  goals  and  to  create  solutions  that  are  appropriate  for  each  specific  situation. 

Tom graduated from SUNY - Brockport (Brockport, NY)  earning a BS degree with a major in Finance.   He is a licensed life and health insurance agent;  in addition,  he is a FINRA Registered  Representative  with  Signator  Investors, Inc. and holds Series 6 and Series 63 securities registrations. Tom is appointed to the Managed Accounts Program of Signator's Corporate Registered Investment Adviser Program (CRIA) to conduct Investment Advisory (IA) activity in New York state. 

His  core  business  includes:

·        Retirement  Planning  Strategies

·        Wealth  Accumulation  Strategies

·        College Funding Strategies

·        Estate  Planning

·        Investment  Strategies

·        Business  Continuation Strategies

He is a resident of Spencerport, NY.