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      Details

      OUR MISSION: PERSONALIZED ASSET MANAGEMENT AND PLANNING SERVICES FOR INDIVIDUALS AND BUSINESSES WITH COMPLEX FINANCIAL NEEDS

      General Info

      Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that we truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Our company is based on the principle that education and understanding of one’s current financial situation is vital in making prudent decisions affecting one’s future financial success. Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that we truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed
      Appointment Only Hours:
      Mon - Fri9:00 am - 10:00 pm

      Contact Info

      Phone:

      Main - 585-325-1040

      Address:
      706 East Ave Rochester, NY 14607
      Email:

      Link:

      http://rochesterwm.com

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      Categories
      Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service, Investments
      Payment Options
      cash
      Location
      On historic East Ave. near Oxford Street Look for the giraffe out front
      Associations
      Securities offered through Capitol Securities Management, Inc. Member FINRA, SIPC
      Suggest an Edit
      Data provided by one or more of the following: Thryv, Data Axle, Yext.