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Nate Crofoot —
I reached out to Mr. Bradford to discuss the status of a joint account during the period of a divorce. While the performance
Following nearly 20 years at Merrill Lynch, Greg joined Stifel in 2019 as a founding member of the SZK Wealth Advisory Group. He has spent his entire career in the investment industry, after earning a B.B.A. from St. Bonaventure in 2000. Greg and his team focus on customized wealth planning and risk mitigation strategies for retirees, business owners
Forever Financial Advisors is a fee-only financial planning and investment advisory firm located in Fairport, New York, just outside of Rochester. We provide comprehensive financial planning and investment management to individuals and small business owners. Forever Financial is a fee-only firm, and does not accept any commissions or revenue from any
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