Rochester Investments, Inc is a SEC Registered Investment Advisor (RIA), an investment manager, financial advisor, and financial planner firm located in Rochester NY. We serve individuals and businesses with their investments and financial planning needs. We offer a wide range of financial services geared to deliver meaningful results. Our primary custodian is Charles Schwab, however we can work with another one if needed.

OUR FINANCIAL SERVICES

We are committed to helping you grow your investments, save on taxes, and earn a retirement income that lasts throughout your retirement years. We foster client relationships based on integrity, experience, and trust, by providing objective advice and dedicated support.

We offer comprehensive retirement planning, tax and estate planning strategies, and more.

In our work, we focus on:

1. Investment Management: investment portfolios using stocks, bonds, exchange traded funds (ETFs), mutual funds, and CDs.

2. Business Planning: 401K and pension plans, executive benefits to owners and key employees, business buy-sell agreements, business exit strategies, group benefits, corporate-owned life insurance, etc.

3. Divorce and/or Loss of Spouse financial and retirement planning.

4. Retirement Planning and Work transition: 401K, 403B, 457, IRA and ROTH IRA rollovers.

5. Retirement Income and wealth preservation.

6. Charitable Giving, planning for Trusts and Estates, and leaving a legacy.

7. Tax planning for individuals and families.

While everyone’s situation is different, understanding how investments and taxes work, and by using relevant financial and tax planning strategies, we focus on maximizing your investment returns and minimizing the amount of taxes you pay today, or your estate will pay in the future. 

Our financial expertise extends to your family and friends, and we welcome the opportunity to work with anyone that can benefit from our knowledge and experience, and wherever applicable, to plan for intergenerational wealth distribution. We welcome your loved ones to attend our meetings with you, so we understand what’s important to you, and to allow us to plan for your needs accordingly.

We hope your financial outcomes exceed your expectations. We guide you along the journey called life, and we hope that you have a peace of mind knowing that we’re by your side.

We’re proud to be your dedicated Financial Advisor. Thank you for your trust and confidence! We’re so happy that you’re part of our financial family!

Give us a call at 585-568-6656 or email us at dsa@rochesterinvestments.com. We love hearing from you!

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