Financial Planning & Investments in Rochester, NY

2815 Monroe Ave, Rochester, New York, 14618-4100

(585) 461-0508


434 Oxford St, Rochester, New York, 14607-3256

(585) 473-9480


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

(585) 423-2144

Strengthening your financial security℠


400 Andrews St, Ste 500, Rochester, New York, 14604-1461

(585) 546-4866


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

(585) 423-2160

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) 423-2158

Strengthening your financial security℠


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

(585) 423-2131


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

(585) 218-4511

We can help you embrace your financial future


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

(585) 497-5000


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

(585) 485-5965


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


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

(585) 783-1444


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

(585) 232-6200

Like a Family Friend in Finance


1343 Long Pond Rd, Apt UP, Rochester, New York, 14626-2913

(585) 720-0730


45 Allens Creek Rd, Rochester, New York, 14618-3227

(585) 442-6200


2695 East Ave, Rochester, New York, 14610-3112

(585) 203-1090


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

(585) 423-2141

Strengthening your financial security℠


140 Allens Creek Rd, Rochester, New York, 14618-3307

(585) 473-3333


110 Allens Creek Rd, Rochester, New York, 14618-3304

(585) 271-8910


35 Celebration Drive, Rochester, New York, 14620

(877) 209-3144


3349 Monroe Avenue, Rochester, New York, 14618

(800) 219-7019

Visit Your Local Investor Center Today!


35 Celebration Drive, Rochester, New York, 14620

(877) 209-3144


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