Skip to main content
(585) 948-5353 dean.waldron@lpl.com
  •  
  •  
  •  
  •  
  •  

  • Home
  • About
  • Process
  • Products and solutions 
    • Invest
    • Insure
    • Manage
  • Resources 
    • Video Library
  • Contact
  • LPL Account View

Creating a Plan to Work Toward

Financial Freedom

We strive to serve our clients during the wealth planning process through deep and meaningful relationships that last for generations.

Inquire with us today and see how we can help you.

Pursuing Financial Stability by

Working Together

We strive to serve our clients during the wealth planning process through deep and meaningful relationships that last for generations.

Learn about what we do and our approach to help you save.

 

Previous

 

Next

Home

Products and Solutions

See how we may serve you today

Invest

Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help pursue short- and long-term goals.

Insure

As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can help protect policy holders and their families from undue hardship.

Manage

Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   121 North Main Street, Oakfield, New York 14125
  •   (585) 948-5353
  •   dean.waldron@lpl.com

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: New York

LPL Financial Form CRS

© 2025 Dean Waldron. All rights reserved.

Website Design For Financial Services Professionals