Toll-free: 800-811-5620 x8088
Craig is a Financial Consultant who helps clients of all ages to prepare for lifelong financial success. What Craig enjoys most about his work is helping people retire comfortably. People who know him can always count on his knowledge and ability to implement resources.
Craig is a 2006 graduate of St. John Fisher College. In his spare time he enjoys sports and spending time with his family and friends. Craig is actively involved in the Fulton Kiwanis Club, where he currently serves as the club's treasurer.
Toll-free: 800-811-5620 x8066
Terri joined Pathfinder Investment Services as an Administrative Assistant in 2010. Prior to that, Terri spent 13 years as a District Sales Assistant within the financial field. Terri coordinates Pathfinder Investment Services workflow by managing client interaction, handling data management, and assisting with event planning. Terri lives in Oswego with her husband and two children. She is an active member of the Board of Directors for Oswego Little League and has served as their board secretary since 2004.
NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUE
Securities offered through Cadaret, Grant, & Co., Inc, MEMBER FINRA/SIPC. Insurance products offered through Finger Lakes Investments Corporation (FLIC). Cadaret, Grant, & Co. and FLIC are not affiliated with Pathfinder Bank, its affiliates, divisions, or subsidiaries. OSJ office: FLIC 1169 Pittsford Victor Rd, Suite 230, Pittsford, NY 14534. (585) 389-0326.