With over 30 years in the investment arena, I will assist in providing you with support, guidance and experience to help you achieve financial security and independence. Entrusted with clients assets, I have successfully assisted individuals, small businesses, as well as corporate pension plans, 401ks, 403B and SEP plans reach their desired financial objectives.
Securities offered through Cadaret, Grant & Co. Inc. Member. FINRA/SIPC.
OSJ-Judy Plain, 75 Thruway Park, West Henrietta, NY 14586, 585-678-8000
O'Hagan Associates and Cadaret, Grant are separate entities.