SCHEDULE CONSULTATION

WE MAKE MEDICARE SIMPLE.

Our dedicated staff of advisors have the knowledge and experience you need.

Our Mission

Our highly trained staff can review all your Medicare Advantage options. We are trained to help you pick the right plan that will suit your needs. Speak to a Medicare broker today about your plan options.

ROCHESTER, NY

1425 Jefferson Road, Rochester, NY 14623
LEE KERN, CRC®
Owner & Independent Sales Representative

P: (585) 739-6916    |    F: (585) 272-9806

Choosing the right Medicare plan means taking the time to listen to clients, and get to know them on many levels. Lee reviews your needs and helps you pick the right plan to best fit your life. Lee is a Certified Retirement Counselor® and a graduate of St. John Fisher College with a BA in Personal Finance. He holds FINRA Series 7, 63 registrations and Life, Accident & Health Licenses.

MICHAEL TRACZ
Independent Sales Representative

P: (585) 739-6916
F: (585) 272-9806

MORGAN WEILER
Independent Sales Representative

P: (585) 272-8470
F: (585) 272-9806

ROBERT MEZZIO, CRC®
Independent Sales Representative

P: (716) 553-2295
F: (585) 272-9806

CATHY BENJAMIN
Independent Sales Representative

P: (585) 645-5652
F: (585) 272-9806

LUKE LANSING
Independent Sales Representative

P: (585) 406-0596
F: (585) 272-9806

MARTIN LAZARRO, CRC®, CRES
Independent Sales Representative

P: (585) 272-8470
F: (585) 272-9806

GETZVILLE, NY

2293 Millersport Highway, Getzville, NY 14068
COREY M. MALSTROM, CFP®
Independent Sales Representative

P: (716) 837-3335
F: (716) 837-3099

MATT MULLIN
Independent Sales Representative

P: (716) 909-8431
F: (585) 272-9806

DAVID CONSTANTINO
Independent Sales Representative

P: (716) 837-3335 ext.2208
F: (716) 836-1878

JEFF M. KNEY, CFP®, CRC®
Independent Sales Representative

P: (716) 553-2295
F: (585) 272-9806

LAKEWOOD, NY

110 Mall Boulevard, Lakewood, NY 14750
LOU DEPPAS
Independent Sales Representative

P: (716) 490-6337
F: (716) 763-9383

RYAN DEPPAS
Independent Sales Representative

P: (716) 490-6337
F: (716) 763-9383

NATHAN SLATE
Independent Sales Representative

P: (716) 490-6337
F: (716) 763-9383

DEVIN CRUEA
Independent Sales Representative

P: (716) 909-8431
F: (585) 272-9806

CHRISTINE THORTON
Independent Sales Representative

P: (716) 909-8431
F: (585) 272-9806

THOMAS POPE
Independent Sales Representative

P: (716) 490-6337
F: (716) 763-9383

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