wiseradvisor

William  O'Donnell
AVH Invest

Tel: (585) 754-3948
118 W Main St
Victor, NY 14564

Opportunity Through Transition

AVH Invest | Financial Advisor in Victor ,NY

About AVH Invest

We are dedicated to providing a unique Advisor-Client relationship. Our approach is treating our engagement with the heart of a teacher and not a sales person. We keep close touch with our clients and mandate that telephone calls are returned within 24 hours. We know your time is valuable and therefore meetings can be held in your home during the day or evening for your convenience. More importantly, you will have an understanding of the nature of your investments, how they work, and what you can expect from them. We explain things in terms you will understand so that you have a high comfort level with what you own.

We offer full service financial planning. We currently serve 1,000 clients and $130,000,000 of assets under management. We are affiliated with a fully independent Broker Dealer with no proprietary products.


General Information

Insurance License#:   LA-1347537
Name of Broker/Dealer:   Securities America, Inc.
Name of Custodial Firm:   National Financial Services
States Licensed in:   AR,CA,CT,DC,FL,LA,MA,MI,NJ,NY,PA,SC,SD,VA,WA
Number of Years with Current Firm:   4
Work Experience:   Wall Street Financial Group
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses


Services

Investment Types:   Bonds, Mutual Funds, Options & Futures, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference, At your home, At my office, Via phone, At your office, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Long Term Care, Variable Life, Variable Annuity, Life, Health, Annuity
Non-Financial Organization Memberships:   Military Officers Association of America (MOAA)


Firm Information

Firm's Number of Clients:   2000
Firm's Number of Planning Clients:   500
Firm's Number of Managed Clients:   500
Assets Managed by Firm:   $250,000,000
Assets Managed by Advisor:   $28,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $25000
Compensation Methods:   Flat Fee, Based on Assets, Hourly, Commissions
Fee % Based on Assets:   1
Hourly Rate:   $300
Minimum Fee Charged for Managed Accounts:   $250
Minimum Fee Charged for Hourly Planning Accounts:   $250


Education

Maste'rs Degree - Financial Planning & Counseling  University of Alabama



Faqs

  • Do you have a customer satisfaction or refund policy? My goal is to treat every client like they are my only client.
  • Do you have a customer satisfaction or refund policy? My goal is to treat every client like they are my only client.
  • What are your qualifications? What is your education background? CRD/IARD Number 6401021 Securities Licenses: Series 7, Series 66 Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health Education: M.S. Financial Planning and Counseling
  • What are your qualifications? What is your education background? CRD/IARD Number 6401021 Securities Licenses: Series 7, Series 66 Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health Education: M.S. Financial Planning and Counseling
  • What is your approach to financial planning? Plan development with fine-tuning changes when appropriate.
see more

Disclosures

Please see my website for additional information and disclosure www.avhinvest.com. FINRA Broker Check https://brokercheck.finra.org/


Disclaimer

Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. AVH Invest and Securities America are separate companies.

William  O'Donnell

William  O'Donnell

CERTIFIED FINANCIAL PLANNER" Certificant

I am a CERTIFIED FINANCIAL PLANNER" looking to help clients successfully realize their financial goals. I am a highly dedicated retired military officer with 20 years of service, and hope to bring my experiences of working with people from all over the world to the table. My time spent in the military has taught me the importance of planning, attention to detail, and seeing a plan executed from start to finish. I will manage my clients money in the same way, seeking to provide them with unparalleled service.

As a firm, we continue to look for clients who will find value in the way we help minimize risk and explain things in a down-to-earth fashion. New clients allow us to achieve economies of scale and increase the level of service we provide to all our valued customers. Thank you for your interest in our services and I look forward to guiding your success for many years to come.

My Team

Sarah Connolly
Sarah Connolly Client Services
Sarah is a critical part of our team and is always a friendly voice for our clients.

Office Hours

wiseradvisor-balck-li-img Mon. 7:00 AM - 9:00 PM
wiseradvisor-balck-li-img Tue. 7:00 AM - 9:00 PM
wiseradvisor-balck-li-img Wed. 7:00 AM - 9:00 PM
wiseradvisor-balck-li-img Thu. 7:00 AM - 9:00 PM
wiseradvisor-balck-li-img Fri. 7:00 AM - 9:00 PM
wiseradvisor-balck-li-img Sat. 7:00 AM - 9:00 PM

Communities Served

Canandaigua Clifton Springs
East Rochester Fairport
Farmington Geneseo
Henrietta Macedon
Marion Newark
Ontario Penfield
Phelps Pittsford
Rochester Spencerport
Webster West Henrietta
Williamson

Social Networks

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