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Core Alpha | Rochester | Private Wealth Management

Core Alpha Inc. is an investment advisory firm with the State of New York. Due to various state regulations and filing requirements our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements.

http://www.corealpha.com/

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Scott Zollo

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sz●●●●@corealpha.com

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Roc●●●ter , NY, 14609

US

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1.71●●●●3609
zo●●●@aol.com

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Core Alpha | Rochester | Private Wealth Management | corealpha.com Reviews
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Core Alpha Inc. is an investment advisory firm with the State of New York. Due to various state regulations and filing requirements our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements.
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Core Alpha | Rochester | Private Wealth Management | corealpha.com Reviews

https://corealpha.com

Core Alpha Inc. is an investment advisory firm with the State of New York. Due to various state regulations and filing requirements our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements.

INTERNAL PAGES

corealpha.com corealpha.com
1

Scott J Zollo President

https://www.corealpha.com/our-firm/our-team/scott-j-zollo-president

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. Scott J. Zollo, President. Scott J. Zollo, President. 585-235-3600 x2 (Phone and Fax). 855-235-3600 x2 (Toll Free Phone and Fax). Raquo; Our Firm. Raquo; Contact Us. 1701 Chili Ave. Rochester, NY 14624 Tel: (585) 235-3600. Toll Free: (855) 235-3600. The public with gene...

2

Aggressive Growth

https://www.corealpha.com/portfolios/core-portfolios/aggressive-growth

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. Our Aggressive Growth Asset Allocation Portfolio is designed for investors with an Moderate-Aggressive risk tolerance and a longer term time horizon. The Goal of the Aggressive Growth Portfolio is to aggressively seek long-term gains and wealth accumulation. STEP 1: Strategic Allocation. Starting Allocation (Strategic Allocation). Stocks 80% - Blue. Cash 0% - Red.

3

Explorer Portfolios

https://www.corealpha.com/portfolios/explorer-portfolios

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. Portfolios are comprised of carefully selected ETFs. Combined to allow for a flexible portfolio that is able to take advantage of the current market opportunities. These portfolios provide our clients with access to a number of different investments. Included in these portfolios are the following positions:. Raquo; Our Firm. Raquo; Contact Us.

4

Sean P. Collins, Lead Analyst

https://www.corealpha.com/our-firm/our-team/sean-p-collins-lead-analyst

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. Sean P. Collins, Lead Analyst. Sean P. Collins, Lead Analyst. Mr Collins attended Niagara University where he earned both an undergraduate degree in Economics and Finance, as well as an M.B.A. Raquo; Our Firm. Raquo; Contact Us. Toll Free: (855) 235-3600. Due to various...

5

Growth Portfolio

https://www.corealpha.com/portfolios/core-portfolios/growth-portfolio

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Call Core Alpha Today. Our Growth Asset Allocation Portfolio is designed for investors with an average risk tolerance and a longer term time horizon. The Goal of the Growth Portfolio is to seek long-term gains and wealth accumulation. STEP 1: Strategic Allocation. Starting Allocation (Strategic Allocation). Stocks 60% - Blue. Diversifiers 20% - Purple. Bonds 20% - White. We use Real-ti...

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18

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accuvestplanning.com accuvestplanning.com

Services | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/services

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

accuvestplanning.com accuvestplanning.com

Sean P. Collins | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/advisor/sean-p-collins-avp

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

accuvestplanning.com accuvestplanning.com

Raymond J Zollo, Founder | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/advisor/raymond-j-zollo-founder

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

accuvestplanning.com accuvestplanning.com

Tax Advantaged Investing | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/services/tax-advantaged-investing

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

accuvestplanning.com accuvestplanning.com

Our Advisors | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/advisor

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

accuvestplanning.com accuvestplanning.com

Edward Stendardi | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/advisor/edward-stendardi

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

accuvestplanning.com accuvestplanning.com

Daniel Zollo | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/advisor/daniel-zollo

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

accuvestplanning.com accuvestplanning.com

10 Predictions Over the Next 10 Years | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/services/market-commentary/10-predictions-over-the-next-10-years

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

accuvestplanning.com accuvestplanning.com

Market Commentary | Accu-Vest Planning, Inc. Rochester Financial Planning

http://www.accuvestplanning.com/services/market-commentary

Register Now for Free. Raymond J Zollo, Founder. Scott J. Zollo, President. Terrance C. Collins, VP. Sean P. Collins, AVP. Sandra J. Perry, Office Manager. 10 Predictions Over the Next 10 Years. Five Strategies to Maximize Your IRA. The Ins and Outs of Long-Term Care Insurance. Financial Steps to Take When Someone Dies. To Trust or Not to Trust. How to Handle Beneficiary Designations. Roth IRA Versus Defined Contribution Plan. Dollar-Cost Averaging: Slow and Steady. The Costs of Financial Procrastination.

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Core Alpha | Rochester | Private Wealth Management

If New User Register Now! Scott J. Zollo, President. Sean P. Collins, Lead Analyst. Terrance C. Collins, Vice President. Content on this page requires a newer version of Adobe Flash Player. WELCOME TO CORE ALPHA, INC. Our business is the careful crafting of diversified investment. Designed to achieve an appropriate balance of. Acceptable risk tolerance and long-term return. Raquo; Our Firm. Raquo; Contact Us. 1701 Chili Ave. Rochester, NY 14624 Tel: (585) 235-3600. Toll Free: (855) 235-3600. Managed acco...

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