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Waypoint Partners
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Waypoint Partners
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Account Access
Home
Services
Team
Contact
Account Access
 
 
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7786 Turin Road
Rome, NY 13440
(315) 281-8848

Office Hours – By Appointment Only

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

David M. Martin, CFP®

Joseph D. Mazzaferro, CFP®, MBA


Waypoint Partners and its representatives do not render tax or legal advice.  Please consult with your own advisors regarding your particular situation. David Martin and Joseph Mazzaferro are a Financial Planners with and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under “Prudential.” LPLE and LPL Financial are not affiliated with Waypoint Partners or Prudential. 

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Licensed and registered to conduct business in the following: 

1. Securities: FL,MD,MN,NJ,NY,NC,PA,TN,VA
2. Life Insurance: NY
3. Variable Life Insurance: NY
4. Mutual Funds: FL,MD,MN,NJ,NY,NC,PA,TN,VA
5. Fixed Annuities: NY
6. Variable annuities: NY

LPL Enterprise Form CRS

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