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10 Office Park Way Ste. 400, Pittsford, Rochester,NY 14534, United States
Время работы
ПН 09:00 – 17:00 СБ 09:00 – 17:00
ВТ 09:00 – 17:00 ВС 09:00 – 17:00
СР 09:00 – 17:00
ЧТ 09:00 – 17:00
ПТ 09:00 – 17:00
О Rochester Investments
Rochester Investments is your trusted partner for Investment Management, Retirement and Financial Planning in Rochester NY.
Описание
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.
Основана
2013
Продукты
Financial Planning, Investment Management, Tax Preparation

Финансы в Rochester, США

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