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Rochester Investments

Rochester Investments

Now CLOSED
Categories
Financial Planning
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10 Office Park Way Ste. 400, Pittsford, Rochester,NY 14534, United States
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Work hours
MO 09:00 – 17:00 SA 09:00 – 17:00
TU 09:00 – 17:00 SU 09:00 – 17:00
WE 09:00 – 17:00
TH 09:00 – 17:00
FR 09:00 – 17:00
5855686656
rochesterinvestments.com
About Rochester Investments
Rochester Investments is your trusted partner for Investment Management, Retirement and Financial Planning in Rochester NY.
Description
Rochester Investments is a Rochester NY investment management and financial planning firm. We focus on:

1. Investment Management: helping with retirement income and wealth preservation strategies, as well as leaving a legacy.
2. Business Planning: helping with 401K and pension plans, executive benefits to owners and key employees, business buy-sell agreements, business exit strategies, group benefits, corporate owned life insurance, etc.
3. Divorce and/or Loss of Spouse financial and retirement planning.
4. Work transition: 401K, 403B, 457, and IRA and ROTH IRA rollovers investment management.
5. Charitable giving and planning for trusts and estates.
6. Tax preparation for individuals and families.
Founded
2013
Products
Financial Planning, Investment Management, Tax Preparation
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Finance in Rochester, United States

Financial Planning 3 Loans 1 Financial Consultant 1

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