With about 20 years of investments, financial, accounting and tax experience, I assist my clients protect their assets and invest wisely through wealth accumulation, comprehensive retirement planning, and estate and tax strategies. I can be reached at (585) 568-6656 or email at dsa@RochesterInvestments.com.
My mission is to help my clients secure a happy retirement. 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
- Long Term Care insurance
- Group Benefits: Life, Disability Income, Dental and Vision Plans.
I provide financial and investment planning, including:
- Retirement planning
- Trusts and Estate planning
- Tax planning
In addition to the above, I can answer questions and provide advice on:
- Social Security
- Divorce and/or Loss of Spouse Planning
Diana Apostolova has earned a Bachelor Degree in Economics, Banking and Finance from the University of Malta, Masters Degree in Financial Economics from the University of London, 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.