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Thank You For Scheduling Your Introductory Conversation

We thought it would be helpful for you to learn a little more about Dave ahead of your first meeting with him.

MorningStar Rochester, NY SixPoint Financial Partners

New York Office

55 Sully's Trail, Suite F
Pittsford, NY 14534

Florida Office

7077 Bonneval Rd, Suite 390
Jacksonville, FL 33216

Contact

P: 585.641.7900
F: 585.348.9700

RICP ® and CFP®

Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory services offered through American Portfolios Advisors, Inc. (APA) a SEC Registered Investment Advisor and through American Portfolios Wealth Management. APFS, APA, APFS Wealth Management and iTP Partners are unaffiliated entities.
Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

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