Stifel I SZK Wealth Advisory Group

Main: (585) 267-8863
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)

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