Stifel I SZK Wealth Advisory Group
Main:
(585) 267-8863
Fax: (585) 454-4303
Fax: (585) 454-4303
295 Woodcliff Drive, Suite 305, Fairport, New York, 14450
Business hours
Monday | 8:00am to 5:00pm |
Tuesday | 8:00am to 5:00pm |
Wednesday | 8:00am to 5:00pm |
Thursday | 8:00am to 5:00pm |
Friday | 8:00am to 5:00pm |
Saturday | Closed |
Sunday | Closed |
About us
We offer a complete range of financial services for the high net worth investor located in and around Rochester, New York. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
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Tags | Financial Planning & Investments, Retirement Planning, Insurance Planning, College Planning, Estate Planning |
Products | Equity Investments, Estate & Trusts Planning, Life Insurance and Annuities, Roth IRA's & Traditional IRA's, Educational planning (529's/UGMA/UTMA) |
Featured businesses
6800 Pittsford Palmyra Road, Suite 250, Fairport, New York, 14450
(585) 728-9191
295 Woodcliff Drive, Suite 305, Fairport, New York, 14450
(585) 267-8863