Jamie F. Block,  CFP<sup>&reg;</sup> - Financial Advisor

Jamie F. Block, CFP®

CPA, MBA

Client Advisor

Mercer Advisors

375 Woodcliff Dr, Ste 1C
Fairport, NY 14450
FINANCIAL ADVISOR'S WEBSITE
(585) 442-3230

General

Jamie Block is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mercer Advisors in Fairport, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - Enrolled Agent, Certified Divorce Financial Analyst (R)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources