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Spencer graduated from S.U.N.Y. Brockport with a Bachelors degree in
accounting and has experience training financial consultants and
assisting individual clients with their financial plans. He also works
with small businesses to help them enhance their employee benefits
packages. Spencer holds Series 7, 24, 55, 63 & 65 FINRA licenses
and is Life, Accident, and Health insurance licensed in New York State.
He is also a Certified Financial Planning practitioner. Spencer has
been awarded a five star quality rating by Paladin Registry after a
comprehensive review of his credentials, ethics, business practices,
and financial services. Only 7% of the advisers in the financial
services industry qualify for the Registry’s highest quality rating.
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Rob began his career as an independent insurance agent in 1982 after
graduating from the Aetna Insurance Institute. He received High
Scholastic Honors while completing his degree in Business
Administration from SUNY Alfred. He holds series 7, 63, 24, 65 and 26
licenses and is currently a Registered Principal for Wall Street
Financial Group, Inc.
Rob has a broad range of experience in areas of commercial and
personal insurance and risk management. He has a concentration of
knowledge in the underwriting, consulting and risk management of
educational and municipal insurance programs. Rob served for eight years as
a director for his local Independent Agents Association and at the
State level on the Local Association Advisory Board. Rob is also active
in local youth sporting programs as a coaching volunteer and in many
community fund raising efforts.
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