Kasy Pechler

Financial Advisor @United Professional Advisors, Llc

Rochester, NY, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Nov 2018 — Present

Financial Advisor @United Professional Advisors, Llc

View department →

I work to help engineers and people working in design with holistic financial plans. We do not just look at peoples\' finances, we take the time to understand their goals and the uniqueness of their situation. From that point we combine insurance, asset management, and retirement planning to get people where they want to be financially. If there is something that can help a client that we can not do in house, we have a wide network of professionals that will be happy to step in. Financial Planning | Life Insurance | Disability Insurance

ABOUT KASY PECHLER

I\'m passionate about building financial plans that are complex in personalization but…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.