Brendan Ercole, CFP<sup>&reg;</sup> - Financial Advisor

Brendan Ercole, CFP®

CAMBRIDGE INVESTMENT RESEARCH INC

1882 Winton Rd S Ste 7
Rochester, NY 14618-3950
FINANCIAL ADVISOR'S WEBSITE
(585) 450-3070 CONNECT WITH Brendan
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General

Brendan Ercole is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CAMBRIDGE INVESTMENT RESEARCH INC in Rochester, NY and the surrounding communities.

Financial Advisor Overview

Based in Rochester, NY, we work closely with individuals and families in our local community and beyond. Our team believes in taking a proactive approach to help you accomplish your goals, maintain your lifestyle into retirement, and prepare for a lifetime of financial health.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Cambridge and Fairpoint Wealth Partners, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IL, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.

Financial Advisor's Specialties

Comprehensive Financial Planning

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Helpful Financial Planning Resources