Champlin & Associates Financial Insights

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what clients say

“W

e’ve been working with

“We have found a true partner in our relationship with Champlin & Associates. They go out of their way to collaborate with our accountant and other professionals to be

Champlin & Associates for several years now. Their knowledgeable

sure we are seeing our entire financial picture. They present options for

staff takes pride in

investment strategies and allow us to choose what we feel comfortable

advising clients in ways

with, they never try to sell us anything. We can pick up the phone

to achieve their financial

at any time to get our questions answered. We know that Champlin & Associates truly care about us! Champlin & Associates truly care about our community. Every one of them gives both personally and professionally, their time, talent and treasure to organizations that are making a difference right here in Rochester.” — Kristin Mathis & Dr. Vincent Vella, Webster, NY

goals. We truly feel they have our best interest in mind.” — Kevin & Katy Lang,

Downingtown, PA

Kristin Mathis and Dr. Vincent Vella

Securities offered through J.W. Cole Financial (JWC) member FINRA / SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Champlin & Associates and JWC/JWCA are unaffiliated entities. This advertisement contains an unpaid endorsement and/or testimonial. Unique experience and past performance do not guarantee future results. Testimonials herein are non-representative of all clients or account performance. Testimonials, statements, and opinions presented are applicable to the individuals depicted.

2022 • champlinandassociates.com

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