Rochester Investments offers investment management and financial planning to individuals and businesses.
We are a fee-only investment advisor.
In addition to being a Registered Investment Advisor firm, RIA, we have a licensed life insurance and annuity professional on staff that can answer questions about these products or get quotes from insurance companies.
Most of our clients are located in Rochester, NY, but we have clients across New York and other States.
We offer in person and online meetings, as well as over the phone conversation.
We have the ability to use e-signatures for most of our accounts, but there may be some forms that require a physical signature and/or notary signature.
We’ll guide you with the paperwork requirements and prefill most paperwork on your behalf, assuming you’ve provided us the information in advance.
We look forward to helping you with your financial questions and financial planning needs.
Call us at 585-568-6656 or email us at dsa@rochesterinvestments.com.
Your Financial Future is extremely important!
