Leah Granger, CFP®, AIF®, CSRIC®
Partner & Wealth Advisor
I love getting to know each client’s unique situation and am always excited to help them explore and pursue not only their present goals, but future aspirations. Utilizing tax planning and investment strategies, I will look at your full financial picture and provide you with actionable steps that can be implemented immediately – so you can thank yourself later.
I am passionate about advocating for women and helping them take advantage of every opportunity to build wealth. In my capacity as a Certified Socially Responsible Investment Counselor, I’m happy to help clients who want to align their investments and values. My goal is to empower individuals and families to feel comfortable and confident when making financial decisions.
My husband, Russ, and I live in Fairport, NY. We have a young son, Landon, who keeps us busy and thoroughly entertained. We spend most summer weekends in the Adirondacks enjoying time on Otter Lake with friends and family.
Created by Investment News and presented in 2022 based on data gathered from February to March 2022. 1000 advisors were considered, 40 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit investmentnews.com for more award information.
Created by Rochester Business Journal and presented in 2021
based on data collected in April 2021. 47 nominees were considered, 17 nominees were recognized. Winners do not pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit rbj.net for more award information
Are you getting the personal attention you deserve?
The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.