67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F 
We are pleased to announce that Forbes has named Lori Van Dusen #7 in the country and #2 in New York on its 2022 Top Women Wealth Advisors list.
The achievement is especially impressive considering the competition. The list had 34,500 nominees, which were whittled down through 13,549 telephone conversations and 2,610 in-person interviews.
This incredible ranking is a testament to the power of Lori’s vision for her firm and her resilience in the face of personal tragedy. Please join us in congratulating Lori and all of this year’s honorees.
