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Schedule an individual 30-minute meeting with your retirement plan team today. If you cannot find a convenient time, please call 315-801-5301 and we will try to find a time that works for you.

Kim White

Lead Advisor – Retirement Plans


  • Are you nearing retirement and want to review your options?
  • Want to change your investments or re-balance your account?
  • Want to get started or change your contributions?

Schedule a Meeting