Rochester Wealth Partners
Financial Services
10 Office Park Way
7 employees
- Employees
- 7
- Contacts
- 1
- Emails
- 1
Rochester Wealth Partners Overview
- Headquarters
- 10 Office Park Way
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2020
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Rochester Wealth Partners
Rochester Wealth Partners is an independent financial services firm. Our team is committed to offering the industry’s highest quality services. We founded our partnership with two ideals. First, to develop long-lasting relationships with our clients and second, the understanding that your finances don’t need to be a mystery. By putting these ideals together, we believe we have simplified the financial planning process. We develop close relationships that give us a deeper understanding of each of our clients’ unique needs and goals. We focus on you, providing comprehensive planning and solutions that help reach your individual goals. With more than 60 years of combined experience, we can guide you through our menu of services, which are designed to grow, and conserve wealth, all while offering an unparalleled level of personal service. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Advisory services also offered through BRIGHT FUTURES WEALTH MANAGEMENT, LLC . Cetera is under separate ownership from any other named entity.
Rochester Wealth Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
Rochester Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kevin Fahy | Investment Advisor Representative at Rochester Wealth Partners with Cetera Advisors | Rochester, New York Metropolitan Area, United States |
Email
|
| Christopher Cook | Investment Advisor Representative at Cetera Advisors Llc | Pittsford, New York, United States |
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|
| Anthony F. Nicoletti | Managing Director at Rochester Wealth Management Group, Llc | Pittsford, New York, United States |
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| Gregory J. Halstead, Clu | Investment Advisory Representative at Rochester Wealth Partners, Llc & Cetera Advisors | Pittsford, New York, United States |
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|
Employees by Management Level
Individual contributor
3 profiles
Director
1 profile
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