Skip to main content

Karl Heath, CFBS

Financial Advisor

Phone: (585) 241-5237

I am dedicated to making a difference in people’s lives. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I love being involved in my community and making a difference in people’s lives. I have found that people don’t care how much you know, until they know how much you care.

I am licensed to sell insurance in: NY, FL, SC. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC ( Supervisory address: 400 Meridian Centre, Suite 101, Rochester NY 14618, Phone: 585-241-5200.