Rochester: 585.473.3590
Batavia: 585.344.1850
Lockport: 716.304.2102

Gary Michaels

Financial Advisor


Direct: 585.340.2226

FINRA's BrokerCheck

Gary’s previous experience at national brokerage firms, The Federal Reserve Bank of Dallas, Fidelity Investments, and Putnam Investments has afforded him broad and valuable financial industry understanding.

Gary serves a wide variety of clients spanning newer investors looking to build wealth and those seeking retirement income. He provides individualized advice to clients based upon careful consideration of personal needs.

In his spare time, Gary enjoys reading a variety of financial publications, golfing, and working out.

We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of your financial plan.

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