LEGACY & LONG-TERM CARE PLANNING CENTER OF WESTERN NY - Key Persons

Job Titles:

• President and Financial Advisor at the Estate, Legacy & Long

Bill Monte is President and financial advisor at The Estate, Legacy & Long-Term Care Planning Center of Western NY. He has over 30 years of experience in the financial services industry. As a leading legacy planning expert in Rochester, NY, Bill has helped hundreds of retirees implement personalized plans that help them secure their financial position. The independent nature of his practice allows him to work closely with each client to ensure they implement the perfect plan based on their particular needs and goals. Bill holds a range of financial designations, including CLU, ChFC, CLTC, and LTCP, and he's working toward his RICP designation. Bill lives in Rochester, New York, with his wife Monica.