Schedule A Meeting With One Of Our Trusted Associates
Arnie Jr.
Nicole J
Kasy P
Contact Us
While we are fine with you contacting us the way you feel most comfortable, here is some information that will streamline the process:
1. Use email for correspondence for a faster response
2. Please call the main office phone line only: 585-728-9191 –
We do respond quickly to voicemails
3. Doing business over text is very difficult and our system cannot capture the activity as we do with email, if for some reason you cannot use email, please text the office number: 585-728-9191 rather than personal cells
4. Use Calendly to schedule an appointment (or call Ginger or Amy at the office line)
5. We can accommodate withdrawals & deposits with a five business day notice. We will do our best with less notice.
6. You can schedule your own reviews as needed (calendly) or you can request Ginger to set up an automated reminder for every 6 or 12 months
Use Email for Faster Correspondence: For quicker responses, please use email. You can also call the main office line at 585-728-9191—we respond promptly to voicemails.
Deposits & Withdrawals: Please provide at least five business days' notice for withdrawals and deposits. We’ll do our best to accommodate shorter notice when possible.
Schedule Your Reviews: You can schedule your own reviews through Calendly, or request Ginger to set up an automated reminder every 6 or 12 months.
Our Associates
Arnie Pechler Jr.
Financial Advisor
Kasy Pechler
Financial Advisor
Nicole Jones
Financial Advisor
Danielle Diaz
New business lead
Ginger
Client services director
Securities offered through J.W. Cole Financial (JWC) member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Lifetime Planning and JWC/JWCA are unaffiliated entities.
Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Lifetime Planning are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
Our primary regulator, FINRA, provides numerous investor education materials.
One resource is BrokerCheck, which provides information about firms and financial advisors.
For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here.
By following the link, you consent to receipt of the Form CRS electronically.