Munn Financial Group
- 30B Grove St Pittsford New York 14534 United States
Profile
Munn Financial Group is a boutique financial advisory firm based in Pittsford, New York, specializing in personalized financial planning and investment management. The firm is committed to helping individuals, families, and business owners navigate their financial journey with clarity and confidence. Munn Financial Group focuses on building long-term relationships with clients, tailoring each strategy to suit their unique life goals, values, and risk tolerance.
Their advisors offer a broad range of services, from retirement planning and wealth management to risk assessment and college funding strategies. Munn Financial Group takes pride in its transparent, client-first approach, emphasizing education and collaboration throughout the financial planning process. The firm adheres to a fiduciary standard, ensuring that client interests are always the top priority. With a strong local presence, they are dedicated to their community and often provide financial literacy resources to help individuals make informed financial decisions.
For more information, visit: https://www.munnfinancialgroup.com/
Key Services:
– Comprehensive financial planning
– Investment management
– Retirement income strategies
– Insurance and risk management
– Education and college savings planning
– Estate and legacy planning
– Business succession planning
– Tax-efficient wealth strategies
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Contact Info
- 30B Grove St, Pittsford, New York, 14534, United States
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Phone: (585) 559-6866
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