How do I set a meeting with a Financial Expert?

Sarah Dixon

Contact your member advocate, Jen G. when you’re ready to speak with one of our financial advisors. Simply call, email, or set up a Calendly meeting with Jen G., and she’ll bring you through the steps afterward.

585.861.8484 ext.234
Schedule meetings with Jen G. here:

*Initial consultation is included in your membership. Additional fees apply for continued use.