David Stoller, Aif®, Ricp®, Rps, Partner

David Stoller, Aif®, Ricp®, Rps, Partner Email and Phone Number

Partner at MapstoneVeritas Financial Group @ Mapstone Veritas Financial Group
David Stoller, Aif®, Ricp®, Rps, Partner's Location
Rochester, New York, United States, United States
About David Stoller, Aif®, Ricp®, Rps, Partner

As a Partner of MapstoneVeritas, I have focused my skills on helping small to mid sized businesses manage their corporate benefits as well as business succession planning. Additionally, we are helping owners, executives, and individuals maximize their own personal wealth through a comprehensive planning and implementation process.

David Stoller, Aif®, Ricp®, Rps, Partner's Current Company Details
Mapstone Veritas Financial Group

Mapstone Veritas Financial Group

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Partner at MapstoneVeritas Financial Group
David Stoller, Aif®, Ricp®, Rps, Partner Work Experience Details
  • Mapstone Veritas Financial Group
    Partner
    Mapstone Veritas Financial Group Jun 2013 - Present
    755 Jefferson Rd, 3Rd Floor, Rochester Ny 14623

David Stoller, Aif®, Ricp®, Rps, Partner Skills

Retirement Planning Wealth Management Financial Planning Iar Investment Advisory Services Ira Distribution Planning 401 Distribution Planning Pension Distribution Planning Estate Conservation Strategies Financial Strategies Risk Management Client Education Tax Deferred Investment Strategies Insurance Planning Retirement Planning Strategies Long Term Care Planning Strategies Executive Benefits Planning Business Succession Strategies

Frequently Asked Questions about David Stoller, Aif®, Ricp®, Rps, Partner

What company does David Stoller, Aif®, Ricp®, Rps, Partner work for?

David Stoller, Aif®, Ricp®, Rps, Partner works for Mapstone Veritas Financial Group

What is David Stoller, Aif®, Ricp®, Rps, Partner's role at the current company?

David Stoller, Aif®, Ricp®, Rps, Partner's current role is Partner at MapstoneVeritas Financial Group.

What are some of David Stoller, Aif®, Ricp®, Rps, Partner's interests?

David Stoller, Aif®, Ricp®, Rps, Partner has interest in Children, Politics, Environment, Education, Arts And Culture.

What skills is David Stoller, Aif®, Ricp®, Rps, Partner known for?

David Stoller, Aif®, Ricp®, Rps, Partner has skills like Retirement Planning, Wealth Management, Financial Planning Iar, Investment Advisory Services, Ira Distribution Planning, 401 Distribution Planning, Pension Distribution Planning, Estate Conservation Strategies, Financial Strategies, Risk Management, Client Education, Tax Deferred Investment Strategies.

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