Virtual Advisory Meeting

Flower City Advisory is committed to providing financial education & guidance to our clients. This means doing whatever we can to be accessible during times of uncertainty. Whether you are a current client, or new to Flower City Advisory, we encourage you to consult with a financial professional before making any important financial decisions.

We have decided to offer FREE Virtual Advisory Meetings until further notice. Click on one of the financial advisors below to book an appointment:

Eric Palumbo Chris Shekell Joe Bianchi

Virtual Advisory Meeting Resources:

Checklist

Budget Worksheet

Financial Snapshot

Sample - Investment Risk Analysis

Sample - Insurance Audit Report

Sample - Comprehensive Financial Plan Report