Susie L. Light, Wealth Manager

Susie L. Light, Wealth Manager Email and Phone Number

We partner with successful professionals and small business owners who aspire to a work-optional lifestyle. @
Susie L. Light, Wealth Manager's Location
Rochester, New York, United States, United States
About Susie L. Light, Wealth Manager

I am an independent, holistic financial planner serving families and small businesses for the last 24 years. I am a fee-based planner and help my valued clients with every aspect of their financial lives. My focus is on client education, world-class service and offering state of the art financial planning technology and strategic, cost-effective solutions. My goal is to treat all my clients as I would want to be treated.Offices:Rochester-130 Allens Creek Road, Suite 117, Rochester, NY 14618Phone- (585) 244-8444Williamsville-6265 Sheridan Drive, Suite 218, Williamsville, NY 14221Phone- (585) 244-9444Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Susie L. Light, Wealth Manager's Current Company Details
Financial Freedom Group

Financial Freedom Group

We partner with successful professionals and small business owners who aspire to a work-optional lifestyle.
Susie L. Light, Wealth Manager Work Experience Details
  • Financial Freedom Group
    Wealth Manager
    Financial Freedom Group Oct 2021 - Present
    Rochester, New York, United States
  • Light Strategic Advisors Llc
    President, Private Wealth Manager
    Light Strategic Advisors Llc Mar 2017 - Nov 2021
    3445 Winton Place, Suite 120 Rochester, Ny 14623
    My purpose as an independent, holistic financial planner is to serve as a lifetime resource to my valued clients. My focus is on client education, world-class service and offering state of the art financial planning technology and strategic, cost-effective solutions. I have 21 years of experience serving families and small business owners. My goal is to treat all of my clients as I would want to be treated.Office # 585-435-4443
  • Financial Partners Of Upstate New York, A Member Of The Massmutual Financial Group
    Financial Services Representative
    Financial Partners Of Upstate New York, A Member Of The Massmutual Financial Group Jul 2016 - Mar 2017
    Rochester, New York Area
    Susie's practice at Financial Partners of Upstate New York, a member of MassMutual Financial Group allows investment product and insurance choices for her clients. The basic principle under which she operates is to treat her clients as she would want to be treated.Susie specializes in developing holistic, comprehensive financial strategies; investment management and long term care analysis, survivor, retirement income and estate planning. Specializing in retirement and LGBT planning.
  • Metlife Premier Client Group Of Upstate New York, An Office Of Metlife
    Financial Services Representative, Financial Planner
    Metlife Premier Client Group Of Upstate New York, An Office Of Metlife Jun 2014 - Jun 2016
    Rochester, Ny
    Susie worked as a financial services representative at MetLife Premier Client Group of Upstate New York and offered investment product and insurance choices for her clients.
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  • Commonwealth Financial Group
    Private Wealth Advisor
    Commonwealth Financial Group Sep 2012 - Jun 2014
    1633 Empire Blvd, Webster, Ny 14580
    Susie worked as an Independent Private Wealth Advisor offering fee-based holistic financial planning and custom portfolio management. She also offered life, long term care and disability insurance solutions.
  • Brighton Securities
    Financial Advisor
    Brighton Securities Oct 2009 - Sep 2012
    Holistic, comprehensive financial planning services and investment solutions.
    View
  • Lincoln Financial
    Private Wealth Advisor
    Lincoln Financial Feb 2005 - Oct 2009
    Susan provided holistic, fee-based financial, insurance and estate planning services for her clients, empowering them to achieve financial independence.
    View
  • Edward Jones
    Investment Representative
    Edward Jones Oct 2002 - Feb 2005
    Financial planning and commission-based investment services.
    View
  • A. G. Edwards
    Financial Consultant
    A. G. Edwards Sep 1999 - Oct 2002
    Financial planning and commission and fee-based investment services.
    View
  • Eastman Kodak
    Engineer
    Eastman Kodak May 1988 - Sep 1999
    Worldwide project manager role,responsible for development of creative packaging designs for photographic film products and coordination of implementation at worldwide manufacturing facilities, as well as customer beta trials.
    View

Susie L. Light, Wealth Manager Education Details

Frequently Asked Questions about Susie L. Light, Wealth Manager

What company does Susie L. Light, Wealth Manager work for?

Susie L. Light, Wealth Manager works for Financial Freedom Group

What is Susie L. Light, Wealth Manager's role at the current company?

Susie L. Light, Wealth Manager's current role is We partner with successful professionals and small business owners who aspire to a work-optional lifestyle..

What schools did Susie L. Light, Wealth Manager attend?

Susie L. Light, Wealth Manager attended Rochester Institute Of Technology.

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