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Eric Furunal is an investment advisor representative currently registered with Cobblestone Capital Advisors, LLC. Eric has been in the financial industry since February 2012. Eric's primary registration is in New York and Eric specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Eric is a Chartered Financial Analyst. Cobblestone Capital Advisors, LLC is a Registered Investment Advisor with offices in Rochester, NY.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
05/10/2021 - Present
Cobblestone Capital Advisors, LLC (ROCHESTER NY)
Active
Inactive
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