28 Lawrence Street Rochester, NY 14607

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Upstate Special Needs Planning

28 Lawrence Street

Rochester, NY 14607

Phone: 585-250-1563

Fax: 585-250-1447

Mon-Fri: 8:00 AM - 4:30 PM

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Office: 585-250-1323

Fax: 585-250-1447

28 Lawrence Street

Rochester, NY 14607

Info@upstatesnp.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and Investment Advisory Services offered exclusively through Registered Representatives of Hornor, Townsend and Kent, LLC. (HTK), Registered Investment Advisor, Member FINRA/SIPC.

333 Earle Ovington Blvd. Suite 402 Uniondale, NY 11553 (516) 228-1000 . HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. Upstate Special Needs Planning, Empire Wealth Strategies and other listed entities are not affiliated with HTK. HTK does not offer tax and/or legal advice. It is important to consult a qualified professional for specific information regarding your personal situation.

Our representatives are insurance and securities licensed in NY, as well as additional states. Please contact us for complete information. This is not an offer or solicitation in any state where not properly licensed.