The Platinum Wealth Group

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The Platinum Wealth Groupameriflex2024-04-18T21:23:28+00:00

Contact:
https://envisionfinancialpartners.com
[email protected]

Leadership Team:

J. Robert Bleier, CPFA®
President & Founding Partner Private Wealth Advisor
e: [email protected]
t: (585) 750-9262

Lisa M. Capizzi, CPA
CFO & Founding Partner Private Wealth Advisor
e: [email protected]
t: (585) 225-9290

Wealth Advisors:

Charles A Constantino, II (Chuck)
Senior Wealth Advisor
e: [email protected]
t: (585) 249-2882

Christine Lane, AIF®
Senior Wealth Advisor
e: [email protected]
t: (585) 249-2893

Jessica Ferrindino, CFP®, CDFA®
Wealth Advisor
e: [email protected]
t: (585) 249-2897

Client Service:

Tonya Wester, AIF®
Director of Client Services
e: [email protected]
t: (585) 225-9290

Nicole Harding, CFP®
Relationship Manager
e: [email protected]
t: (585) 249-2895

Pittsford Office

1000 Pittsford Victor Road
Pittsford, NY 14534
Office: (585) 310-4140

Rochester Office

2430 Ridgeway Avenue
Rochester, NY 14626
Office: (585) 225-9290

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

Securities offered through Osaic Wealth, Inc. member FINRA, SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.