Karl E. Heath, Jr


    Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Charitable Giving, Business Succession Planning, Estate Planning

    Languages: English

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

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    Financial Partners of Upstate New York

    Main Office

    400 Meridian Centre Boulevard, Suite 101
    Rochester, NY 14618-3989

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    CRN201912-180567