Rochester Investments

Rochester Investments is your trusted partner for Investment Management, Retirement and Financial Planning in Rochester NY.

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.

2013

Financial Planning, Investment Management, Tax Preparation