Bryce P. Carey, CFP®

Bryce P. Carey, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Partner

Phone: (585) 497-5009
E-mail:
 

Bryce P. Carey, 

Bryce is a founding partner of NorthLanding Financial Partners, LLC and a CERTIFIED FINANCIAL PLANNER™ Practitioner. He provides fee-based planning using NorthLanding’s Financial Clarity Advantage process to executives working for major local corporations including Xerox, Wegmans and Eastman Kodak.  

His clients rely on him for guidance on retirement income planning, investment allocation, as well as, estate and tax-related matters. Throughout his relationship with his clients, he delivers action-oriented advice to assist with achieving their most important financial goals.

Bryce serves as NorthLanding’s Chief Operations Officer, where he oversees the development of the firm’s infrastructure with the betterment of our clients always on his mind. In addition, he leads NorthLanding’s Xerox Retirement Services program and presents planning strategies tailored specifically to Xerox employees and retirees and at our monthly workshops.

Bryce grew up in Plattsburgh, NY and graduated from SUNY Potsdam in 2006. Since moving to Rochester in 2007 he has developed strong roots in the area and currently lives with his wife in Pittsford. Outside of the office, Bryce has 3 dogs and enjoys planning tennis, racquetball and traveling.

 

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Check out the background of this representative on The Investment Adviser Public Disclosure site.