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Buffalo

3820 Sheridan Drive
Amherst, NY 14226

P: 716-839-1234
F: 716-839-3811

Rochester

1840 Winton Rd S, Building A
Rochester, NY 14618

P: 585-244-9630
F: 585-244-9063

Binghamton

1708 Vestal Parkway East
Vestal, NY 13850

P: 607-748-1803
F: 607-785-2353

                                                                                                                                       OSAIC-Form CRS

Better Business Bureau ratings are based on type of business, time in business, competency licensing, compliant volume, unanswered complaints unresolved complaints, serious complaints, complaint analysis, complaint resolution delayed, failure to address complaint pattern, government action, advertising review, background information, clear understanding of business, mediation/arbitration, accredited business status and revocation of such status. Grades are determined by awarding and deducting points for each element and then looking at the resulting score as a percentage of the highest score attainable. The highest grade is A+ and lowest grade is F. Grades reflect the BBB’s degree of confidence that a business is trustworthy and will make good faith efforts to resolve issues. Rankings should not be considered an endorsement of the advisor’s services and are not indicative of future performance. For more information please click here.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration.  Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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  • Home
  • Who We Are
    • About Us
    • Careers
  • Our Financial Advisors
    • Mark Anastasia
    • Victor Anastasia
    • Douglas Berkun
    • Matthew Burwick
    • Tim DiGiulio
    • Kevin Garden
    • Jason Gentner
    • Rick Gibson
    • Fred Hunt
    • Daniel Lipsitz
    • Joseph Lipsitz
    • Max Lipsitz
    • Donna Menza
    • Julie Murphy
    • Matthew Newman
    • Robert Nusinov
    • Jake Rosen
    • Robert Rosen
    • Vincent Smith
  • Tax Services
    • Links and Forms
    • FAQs
    • Secure Client Portal
  • Insights
    • Weekly Market Commentary
    • 2026 New Year Outlook
  • Account Login
  • Contact Us