Rochester Investments serves as a Financial Advisor and Financial Planner in Rochester NY. We also help clients across New York and other US States.
Who we are? We are a financial advisory team with over 45 years of combined experience in investments, taxes and estates.
What do we do? We help our clients with investments and financial planning.
How are we different? Some of the hardest things for people to understand is how taxes and inflation impact them in retirement. Our combination of investments and tax experience allow us to provide tax planning strategies with a goal of lowering taxes through investment management.
How we help our clients? We help families with intergenerational financial planning to pass wealth the most efficient way possible. We help businesses with business strategies for lower taxes and save for retirement.
How are we poised for the future? We have a dedicated team that is committed to our clients’ financial success.
We don’t have all the answers but we never stop learning!
