Joseph A. Gunther, CFP® 

CONNECT

Address:

Norwich Office
19 Eaton AVE,
Norwich, NY 13815
Phone: 607-336-2434

Rome Office
203 W Dominick ST,
Rome, NY 13440
Phone: 315-336-3070

Phone:

Manage

Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.

From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of individual contexts.

  • Saving
  • Tax Planning
  • Succession Planning
  • Mortgage Planning
  • Financial Planning for Business Owners
  • Business Succession Planning