Financial Planning & Investments in Rochester, NY

589 Jefferson Rd, Rochester, New York, 14623

(585) 613-9784


35 Celebration Drive, Rochester, New York, 14620

(877) 209-3144


35 Celebration Drive, Rochester, New York, 14620

(877) 209-3144


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2042 Chili Avenue, Rochester, New York, 14624

(585) 247-1003

Call Today


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

(585) 218-4579

We can help you embrace your financial future


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

(585) 423-2158

Strengthening your financial security℠


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

(877) 209-3144


728 Weiland Road, Rochester, New York, 14626

(585) 697-0430


900 Jefferson Road, Rochester, New York, 14623

(585) 474-0130

Contact us today!


400 Linden Oaks, Rochester, New York, 14625

(585) 218-4508


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400 Meridian Centre Boulevard, Ste 101, Rochester, New York, 14618

(585) 241-5200

Click to Meet a Financial Professional Near You


35 Southwood Ln, Rochester, New York, 14618-4019

(585) 461-5262


35 Celebration Drive, Rochester, New York, 14620

(877) 209-3144


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

(585) 423-2137

Strengthening your financial security℠


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

(585) 423-2155


1286 Dewey Ave, Rochester, New York, 14613-1150

(585) 254-4790


325 Alexander St, Rochester, New York, 14607-1455

(585) 442-6150


1 Bausch and Lomb Pl, Rochester, New York, 14604-2701

(585) 423-2150


100 Meridian Ctr Blvd, Ste 200, Rochester, New York, 14618

(585) 545-1904


100 Meridian Centre Blvd., Suite 150, Rochester, New York, 14618

(585) 274-5001


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

(585) 274-5000


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

(585) 485-5968


100 Meridian Centre Blvd, Rochester, New York, 14618

(585) 485-6344


100 Meridian Centre Blvd, Rochester, New York, 14618


755 Jefferson Road, 3rd Floor, Rochester, New York, 14623

(585) 475-8418


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