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 several 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




Contact Information


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By providing my contact information, including but not limited to, phone & fax numbers, email and mailing address information, please consider this as my approval for your company to use the information provided as acceptable means of contacting me regarding my finances. I do understand that confidential information may be coming to me and that every attempt will be made in advance to ensure my privacy. I further understand that instructions for trades will not be accepted and/or honored if received by fax or email.

Glen Patrick Waldron
900 Jefferson Road
Suite 301
Rochester, NY 14623
Phone: (585) 820-7918 Fax: (866) 203-9613
www.gpwonline.com