Information Request

In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into six areas.

In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.

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Information Request


Risk Management - Specific topic of interest:
Cash Management - Specific topic of interest:
Investment Planning - Specific topic of interest:
Retirement Planning - Specific topic of interest:
Estate Conservation - Specific topic of interest:



Contact Information


» Full Name:
Address:
City:
State:
Zip:
Phone:
» Email Address:
Any additional information to consider as we process your request?
Enter Text In Picture Below. Do not include spaces.
Joseph A. Gunther, CFP®
19 Eaton Avenue
Norwich, NY 13815
Phone:607-336-2434
Fax:607-336-5431

and

203 W Dominick Street
Rome, NY 13440
Phone: 315-336-3070
Fax:315-336-3072
www.joegunther.com

Securities and advisory services offered through LPL Financial., Member FINRA/SIPC . The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states:

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