You want to feel confident that you have enough to maintain your lifestyle in retirement. To do that you need a strategy that puts your money to work in a conservative way and helps you keep as much working for you as possible.
Creating a retirement income that lasts is more about planning than investment management. And much of the best planning is not the common wisdom, even in the financial planning world.
We do comprehensive retirement income planning:
• Projecting your needs and income sources
• Social Security Optimization
• Tax Management
• Mitigating the risks of medical and long term care costs
• Low-cost, fee-managed portfolios
We have three financial professionals, including Certified Financial Planner® professionals, each with over 30 years experience, guiding people through the retirement transition and helping them maintain a successful retirement.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of AL, AZ, CA, CO, CT, FL, GA, HI, KY, MA, ME, NC, NM, NV, NY, PA, RI, SC, TN, TX, UT, VT, WA & VA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Focused Wealth Advisors and Cambridge are not affiliated.
Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 160 Allens Creek Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Rochester.
- HQ
- Rochester, New York
Focused Wealth Advisors Questions
Focused Wealth Advisors's website is http://www.focusedwealthadvisors.com
Focused Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/focused-wealth-advisors
Focused Wealth Advisors has
5 employees.
View email and phone details for 5
employees at Focused Wealth Advisors.
Focused Wealth Advisors's industry is
Financial Services
Focused Wealth Advisors's top competitors are
Fadte Marine Services Private Limited,
Lpl Financial,
Visron Technical,
Thorley Wealth Management, Inc.,
Jurassic Capital,
Crunchyroll,
Rakuten Rewards,
Rit Personal Finance Club,
Midcap Financial,
Coopervision.
Focused Wealth Advisors's categories are Financial Services
Focused Wealth Advisors's founding year is 2015
