Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Our Team

Andrew Meyer

Financial Advisor/Consultant

(315) 671-4304

andrewmeyer@financialguide.com

Andy Meyer is a financial planning professional with over 30 years of experience helping clients plan for their future. Andy loves the challenge of managing a variety of functions including finance, research and client service. He...

Meghan Ballard

Director of Operations

315-671-4314

mballard@financialguide.com

Support Resources | Provided Through Vision Financial Group

Rachel Thames

Head of New Business

315-671-4383

rthames@vfgnys.com

Scott Brickman

Compliance Officer

315-671-4337

sbrickman@vfgnys.com

Support Resource | Through Professional Benefits Management

Michelle Alletzhauser

Health Insurance Specialist | Professional Benefits Management

315-214-4191

michelle@probenefitsmgt.com

Michelle Alletzhauser and Professional Benefits Management are not affiliated with MML Investors Services, LLC. and is solely responsible for their own products and services provided. Michelle Alletzhauser is not a client of Andrew Meyer but has a long-standing professional relationship. Michelle regularly refers clients to Andrew for investment services and Andrew regularly refers his clients to Michelle. While Andrew does not receive any cash compensation for his referrals, he is indirectly compensated through referrals. This incentivizes Michell to endorse Andrew.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us