Financial Planning & Investments in Rochester, NY

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

(585) 423-2158

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


3349 Monroe Avenue, Rochester, New York, 14618

(800) 219-7019

Visit Your Local Investor Center Today!


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

(585) 423-2141

Strengthening your financial security℠


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

(585) 218-4578

We can help you embrace your financial future


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401 Pixley Road, Bldg C, Rochester, New York, 14624

(800) 229-8900


35 Celebration Drive, Rochester, New York, 14620

(877) 209-3144


1029 Lyell Ave Unit #250 Rochester, NY 14606, Rochester, New York, 14606


400 Linden Oaks, Rochester, New York, 14625

(585) 218-4576


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

(585) 423-2138

Strengthening your financial security℠


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

(585) 435-4443


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

(585) 423-2163

Strengthening your financial security℠


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

(585) 423-2136


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

(585) 292-9851


130 Linden Oaks, Rochester, New York, 14625-2834

(585) 419-2010


1000 Pittsford-Victor Road, Suite 2E, Rochester, New York, 14534

(585) 485-5965


90 Linden Oaks, Ste 220, Rochester, New York, 14625

(585) 497-5000


35 Celebration Drive, Floor 1, Rochester, New York, 14620

(877) 209-3144


100 Meridian Centre Blvd, Ste 315, Rochester, New York, 14618

(585) 274-5000


1507 B Monroe Ave, Rochester, New York, 14618

(585) 746-1131


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

(585) 218-4577

We can help you embrace your financial future


175 Humboldt St, Rochester, New York, 14610-1059

(585) 783-1444


95 Allens Creek RD, Ste 201-1, Rochester, New York, 14618-3210

(585) 586-8100


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

(585) 423-2155


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