475 Sherrill Rd, Sherrill, NY, 13461
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Alan is a sole proprietor selling group, life, long-term care, and Medicare insurance products since 1992, dedicating about a quarter of his time to this. He also oversees Silver Setting LLC, which owns the office building leased by his business, Sound Mind Financial LLC, and is a partner in River's Edge Rentals.