With over 20 years of investments, financial, accounting and tax experience, I assist my clients with wealth accumulation, retirement planning, and estate & tax strategies.

I was born in Bulgaria, lived in Malta and the UK, and now in the US for the last over 20 years. I love to travel. My mission is to travel to most countries in Europe and then as much as possible in the world. If you want to swap travel stories please contact me. I can be reached at (585) 568-6656 or by email at dsa@RochesterInvestments.com.

Diana Apostolova

Diana Apostolova, Investment Consultant

My mission is to help my clients live financially secure.

I can help set up and manage account types like:

  • 401K and 403B plans
  • Pension plans
  • Key employee benefits
  • Buy – Sell agreements
  • Business exit strategies
  • Life insurance & Annuities
  • Long Term Care insurance
  • Group Benefits: Life, Disability Income, Dental and Vision Plans.
  • Retirement planning
  • Trusts and Estate planning
  • Tax planning

In addition to the above, I can answer questions and provide advice on:

  • Social Security
  • Medicare
  • Divorce and/or Loss of Spouse Planning

Diana Apostolova has earned a Masters Degree in Financial Economics from the University of London, a Bachelor Degree in Economics, Banking and Finance from the University of Malta, a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has been awarded AXA Advisors’ Retirement Planning Specialist title. She has passed FINRA Series 7 & 66 Licenses, and Life, Disability and Long Term Care Insurance License.

Diana Apostolova is the founder and President of Rochester Investments, a SEC Registered Investment Advisor, RIA firm.

Contact us