Financial Planning & Investments in Rochester, NY

87 North Clinton Avenue, Suite #2, Rochester, New York, 14604

(585) 360-1854


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180 South Clinton Avenue #300, Rochester, New York, 14604

(585) 935-5300

Call Today


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2000 Monroe Avenue, Rochester, New York, 14618

(516) 962-9254


132 Allens Creek Road, Ste 220, Rochester, New York, 14618

(585) 244-9444


11 Chestnut Rdg Rd, Rochester, New York, 14624

(585) 820-3158


3252 Chili Ave, Rochester, New York, 14624

(585) 889-0170


3140 Monroe Ave, Rochester, New York, 14618

(585) 267-4220


80 Linden Oaks, Suite 220, Rochester, New York, 14625

(585) 423-2161


1100 Goodman St S, Ste 105, Rochester, New York, 14620

(585) 292-9851


300 Meridian Centre, Suite 360, Rochester, New York, 14618

(585) 435-4443


400 Linden Oaks, Rochester, New York, 14625

(585) 218-4576


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80 Linden Oaks, Suite 220, Rochester, New York, 14625

(585) 423-2141

Strengthening your financial security℠


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959 Panorama Trail S #190, Rochester, New York, 14625

(585) 232-6200

Like a Family Friend in Finance


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80 Linden Oaks, Suite 220, Rochester, New York, 14625

(585) 423-2158

Strengthening your financial security℠


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80 Linden Oaks, Suite 220, Rochester, New York, 14625

(585) 423-2127

Strengthening your financial security℠


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80 Linden Oaks, Suite 220, Rochester, New York, 14625

(585) 423-2160

Strengthening your financial security℠


80 Linden Oaks, Suite 220, Rochester, New York, 14625

(585) 423-2144

Strengthening your financial security℠


80 Linden Oaks, Suite 220, Rochester, New York, 14625

(585) 423-2136


3300 Monroe Ave, # 314, Rochester, New York, 14618


100 Meridian Centre Blvd, Rochester, New York, 14618

(888) 888-8888


2290 E Ave, Fl 3, Rochester, New York, 14610

(585) 295-2140


1425 Jefferson Road, Suite 2A, Rochester, New York, 14623

(585) 427-0210

Call Today


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400 Linden Oaks, 2nd Floor, Rochester, New York, 14625

(585) 218-4593

We can help you embrace your financial future


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400 Linden Oaks, 2nd Floor, Rochester, New York, 14625

(585) 218-4568

We can help you embrace your financial future


Latest reviews

Brighton Securities

Brighton Securities is a local, independently owned stock brokerage and financial services firm that was established in 1969. We’ve been the same company, had the same name, been at the same location in Rochester, New York, ever since—which makes...more
Mike F


Century Benefits Group

Century Benefits Group in Rochester is a great firm to work with. Great service, easy to work with. I highly recommend this company
Michael K