Most of our clients live in the Rochester NY area, however we do have clients in other states. We manage approximately $45 million of assets, as reported on our last ADV form. Our office is located in Greece, NY, in the Stone Ridge Plaza.
We are committed to helping you achieve your financial goals by providing:
- Wealth management services geared to your needs.
- Independent financial advice and guidance.
- Asset allocation and analysis.
- Investment income strategies for those in retirement.
We are committed to creating a trusted business relationship with you by:
- Helping you with a wide array of financial services designed to meet your financial needs.
- Acting in a fiduciary capacity to you which means we put your interests first.
- Personally answering and returning your phone calls and emails.
- Working with your legal and tax professionals to help with your overall financial, estate and tax needs.
If you’re retiring, or you have any financial questions, reach out to us at 585-568-6656 or email us at dsa@rochesterinvestments.com to see if we can be your dedicated financial professional!
