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Upstate Special Needs Planning

500 Linden Oaks, Ste 301

Rochester, NY 14625

Phone: (585) 899-1215

Mon-Fri: 8:00 AM - 5:00 PM

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Upstate Special Needs Planning

Office: (585) 899-1215

500 Linden Oaks, Ste 301

Rochester, NY 14625

[email protected]

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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 Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad 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.

Copyright 2018 Advisor Launchpad.

Registered Representative of, and Securities and Investment Advisory services offered through Honor, Townsend & Kent, Inc., (HTK) Registered Investment Adviser. Member FINRA/SIPC. 500 Linden Oaks, Suite 301, Rochester, NY 14625 (585) 899-1200. Upstate Special Needs Planning, Inc. is independent of HTK. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

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