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Company Name
AM&M Financial Services Inc.
Address
179 Sully’s Trl.
Ste. 200
Pittsford, 14534
United States
Email
contact@ammfinancial.com
Phone
1-585-419-1010
Website
www.ammplan.com
Fax
1-585-248-0238
Summary
Executive Details
Business Information
The group’s principle activity is to provide financial planning, tax planning and wealth management services. The group also provides succession planning, and brokerage account services. The group operates from United States.
Executive Information
Name
Title
Email
Russell Achzet
Vice Chmn.
N/A
Dawn Palazzo
Pres. - Planning Services
N/A
Thomas Rogers
CEO, Pres.
N/A
Stephen Wershing
Pres., Chief Compliance Officer - Ensemble Financial Services
N/A
Anthony Gugino
Dir., Exec. VP
N/A
Company Size
Sales Range
Below 10 Millon
Employee Range
26 to 100
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