Most of our clients live in the Rochester NY area, however we have clients in other US States. Our office is located in Greece, NY, in the Stone Ridge Plaza.
We are committed to helping you implement your financial goals by providing:
- Wealth management services geared to your expectations
- Relevant financial advice and guidance
- Asset allocation and analysis
- Investment income strategies as your liquidity needs change
We are committed to building a business relationship with you by:
- Helping you with financial solutions structured around your requirements
- Act in a fiduciary capacity to you and your family
- Personally answer and return your phone calls and emails.
- Work with your legal and tax professionals when you need us to
If you’re retiring, already retired, or anywhere in between, and you have financial questions or concerns, reach out to us at 585-568-6656 or email us at dsa@rochesterinvestments.com to see if we can be a resource.
