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Beltz Ianni Expands Its Retirement Plan Consulting Team


ROCHESTER, NY, November 11, 2016 -- Beltz Ianni & Associates, LLC announces the addition of Anthony (Tony) M. Cortina to its professional team of client advisors. Cortina joins the company as Manager of Sales, Senior Consultant. He is an accomplished sales professional with over 12 years' experience in the financial services industry growing and managing new business relationships. His experience in business networking, partnership and alliance building, and strategic sales planning and management make him a valued member of our team as Beltz Ianni continues to grow our business.

According to Beltz Ianni & Associates' managing partner, Bob Judd, "Tony can play a key role in introducing value-added services to our prospective clients and solidifying relationships as a trusted advisor."

Prior to joining Beltz Ianni, Tony held management level positions with Citizens Bank, ESL Federal Credit Union and Key Bank. In his business development and relationship management roles, Tony helped coach and mentor team members to collaboratively achieve their goals.

Tony received his Bachelor of Science degree in business administration from Nazareth College of Rochester, and his MBA from St. John Fisher College. He is a Member of the Board of Directors of the Small Business Council of Rochester and the It's About Caring for Kids (IACK) organizations.

He resides in Fairport, New York.

About Beltz Ianni & Associates

Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement. In addition to managing the wealth and health concerns of employees through their retirement plan fiduciary consulting services, Beltz Ianni & Associates provides retirement, insurance planning and investment planning for individual clients. More information about Beltz Ianni & Associates can be found at www.beltz-ianni.com or info@beltz-ianni.com.


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