Rochester Investments provides investments management services and advice to help you with your financial goals and needs through:
- A personalized approach to wealth management that starts with your goals and includes key aspects of your financial life.
- A wealth management strategy with advice and investment guidance that adapts to your unique life experiences.
- A dedicated financial advisor backed by industry support teams.
We believe that wealth management should be designed to reflect your needs and goals. We will work with you to understand your situation and build a wealth strategy that aims to align with your objectives today, tomorrow, and into the future.
From investment and retirement planning, to tax information, education, and family support, we attempt to mirror your investments to your short-term needs and long-term goals.***
We strive to build professionally managed portfolios that aim to meet specific investment and liquidity goals like steady income, diversification, or personalized indexing. Our investment professionals can work with you to assess your financial needs and recommend portfolios that may be appropriate for you.
The investments we chose fall in either of these two categories: – Equity or Fixed Income. We use US stocks for growth and income from bonds and CDs.
We know the power of choice is important, and as such we take your considerations when we manage your investments. Having the freedom to choose means greater flexibility to create investment strategies based on your specific investing needs, goals, and long term objectives.
There are certain eligibility requirements for working with us. We may decide to waive these requirements if we are willing to do so.
***Rochester Investments does not provide specific individualized legal or tax advice. Please consult a qualified legal and/or tax advisor(s) when such advice is required, necessary, and appropriate.
