Council Rock Wealth Advisory Group, a financial advisory practice of Ameriprise Financial Services, Inc., has promoted Mary Beth Fairchild and Anthony Mancuso to its ownership team, effective immediately.
Fairchild and Mancuso are two of the longest-tenured advisors with the firm, each with more than two decades of experience in financial planning.
Fairchild specializes in retirement planning strategies, retirement plan distribution, investments, tax planning strategies, women’s financial strategies and divorce financial planning. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, an Accredited Portfolio Management Advisor (APMA®), and is a Chartered Retirement Planning Counselor (CRPC®). Additionally, Fairchild holds FINRA Series 7 and 66 registrations, NY State Life, Accident and Health, and is licensed and registered to conduct business in several states.
“Everyone’s path to retirement is different, so it’s important to have a financial advisor who truly understands your unique situation and goals – and that’s the approach we take with clients,” said Fairchild. “We’re deeply committed to serving the full range of their needs and providing an excellent client experience.”
Mancuso specializes in retirement plan distribution, retirement income strategies, and estate planning strategies. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, a Chartered Financial ConsultantSM (ChFC®), and has an extensive background in tax strategies. Additionally, Mancuso holds FINRA Series 7 and 63 registrations, NY State Life, Accident and Health, and is licensed and registered to conduct business in several states.
“Our goal is to make it easy for clients to understand their entire financial picture, and make educated decisions about saving, investing and planning for their future,” said Mancuso.
As financial advisors, Fairchild and Mancuso provide financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with their clients. For more information, please contact Mary Beth Fairchild at (585) 461-2280 or visit her Ameriprise office at 2280 East Ave., Rochester, NY 14610. And contact Anthony Mancuso at (800) 847-2332 or his Ameriprise offices at 113 Main St., Batavia, NY 14020 and 6622 Main St., Williamsville, NY 14221.
