Rochester Financial Services is a dedicated financial planning firm based in Pittsford, New York, serving individuals and businesses throughout the Greater Rochester area. With decades of experience in the financial services industry, the firm offers a personalized, client-focused approach aimed at helping clients build, manage, and preserve wealth. Rochester Financial Services emphasizes long-term relationships, built on trust, careful planning, and consistent communication.

Their team specializes in comprehensive financial planning and investment management, offering solutions tailored to each client’s personal and financial goals. The firm places particular emphasis on retirement planning, tax efficiency, and wealth transfer strategies. With a fiduciary commitment, Rochester Financial Services is dedicated to serving their clients’ best interests, offering independent advice and customized financial strategies without pressure or commission-based sales.

The firm’s advisors also educate clients on key financial decisions, helping them navigate life transitions such as career changes, inheritance, or retirement. Rochester Financial Services is known for its responsive service, transparency, and community-driven values.

Website: http://www.rochesterfinancial.com/

Key Services:

– Comprehensive financial planning
– Retirement planning and income strategies
– Investment management
– Asset allocation and portfolio design
– Tax-efficient financial strategies
– Estate and wealth transfer planning
– College and education funding planning
– Risk management and insurance analysis