Are you dealing with a difficult loss? Whether sudden or expected, and you’re looking for support? Did you inherit a financial responsibility and you’re feeling overwhelmed trying to sort it all out? Or choose to move on with your own assets, and starting a new life?
As you sort out the next steps on your own, Rochester Investments can help make the process clearer, more efficient and more effective.
Regardless of how this came to be, one thing you don’t want to be dealing with is financial uncertainty. Your partnership with us begins as your dedicated financial advisor. We are the crucial link between your current situation and your future: we have the heart and intelligence required to make your new financial plan with confidence.
We know what you’re going through. And we know what to do to help.
Widows, widowers, and divorcees are special. They deserve thoughtful support as well as solid wealth management counsel.