Lipski, Sydeski, Katz Financial Strategies Group

About Us

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.

Meet Our Team

Edward D. Lipski, CFP, CFA, CMFC

Senior Vice President - Investment Officer
PIM Portfolio Manager
Phone: 585.241.7504
Email: edward.lipski@wfa.com

Wendy M. Sydeski

Senior Vice President - Investment Officer
PIM Portfolio Manager
Phone: 585.241.7503
Email: wendy.sydeski@wfa.com

Robert G. Katz

Vice President - Investment Officer
Phone: 585.241.7509
Email: robert.katz@wfa.com

Samantha Sorge

Client Associate
Phone: 585.241.7520
Email: samantha.sorge@wfa.com

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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