Rochester Investments serves as a Financial Advisor in Rochester NY.

Who we are?

We are a financial advisory team with over 45 years of combined investments, financial advisory, and tax experience.

What do we do?

We help our clients build an investment roadmap that helps them retire comfortably and worry free.

How are we different?

Some of the hardest thing for people to understand is how taxes will impact them in retirement. Our unique combination of investments and tax experience allow us to provide a tax planning advice and tax strategies with a primary goal of lower taxes.

How we help our clients?

We help retirees stay retired. 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 employee retirement planning.

How are we poised for the future?

We are growing our practice by helping more clients and by expanding our team.