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.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 10 Office Park Way,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Pittsford.
- HQ
- Pittsford, NY
Rochester Wealth Partners Questions
Rochester Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/rocwealthpartners
Rochester Wealth Partners has
7 employees.
View email and phone details for 7
employees at Rochester Wealth Partners.
Rochester Wealth Partners's industry is
Financial Services
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Rochester Wealth Partners's categories are Financial Services
Rochester Wealth Partners's founding year is 2020
