Adrienne Rothstein Grace

Adrienne Rothstein Grace

Registered Representative, CFP, CDFA, CLTC

Business Philosophy:

I bring 30 years of financial advisory experience to clients in transition. Whether that transition is in marital status, household partners, job change or elder year planning, my holistic approach to financial transition planning guides clients through prudent preparation as well as rebuilding. With a measured approach to growth and preservation of assets, I work closely with my clients to develop a sound, comprehensive plan, created for each individual in transition. My focus is to help clients navigate their transition eliminating financial pitfalls.

  • Certified Financial Planner®
  • Certified Divorce Financial Analyst
  • Certificant  in Long Term Care
  • Investment Advisor
  • Licensed to sell Life & Health Insurance in  New York; Massachusetts; South Carolina
  • Licensed to sell securities products in  New York;  Massachusetts; South Carolina; Tennessee

Community Involvement:

  • President, WNY Collaborative Law Professionals LTD
  • Secretary, Board of Directors, Jewish Family Service
  • Executive Board of Directors Girl Scout Council of WNY

Adrienne Rothstein Grace | Empowering Women. Financially.

http://events.r20.constantcontact.com/register/event?llr=knmfsajab&oeidk=a07eftatgnt8d63a28f

 
Phone 716-817-6425
Fax (716) 313-1754