Investment
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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 fundraising efforts.
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