Parks Capital is a boutique financial advisory firm based in Pittsford, New York, specializing in personalized wealth management and financial planning services. With a client-first philosophy, the firm offers tailored investment strategies and comprehensive planning solutions for individuals, families, and business owners. Parks Capital focuses on long-term client relationships, emphasizing trust, transparency, and consistent communication to help clients pursue their financial goals.

The firm provides a collaborative approach, aligning its financial strategies with each client’s personal values, risk tolerance, and time horizon. Its team of experienced advisors offers guidance on retirement planning, portfolio construction, and tax-efficient investment strategies. Parks Capital operates as an independent firm, allowing them to offer objective advice with no proprietary product pressures. They also value financial education and regularly engage clients through planning sessions and periodic market updates.

Community involvement is an integral part of Parks Capital’s identity, supporting local initiatives and charitable organizations in the greater Rochester area. Their dedication to fiduciary responsibility ensures that all recommendations put clients’ best interests first.

Website: http://www.parkscapital.com/

Key Services:

– Comprehensive financial planning
– Investment management and portfolio strategy
– Retirement income planning
– Tax-efficient investing strategies
– Estate planning coordination
– Business owner financial consulting
– Risk management and insurance planning
– Educational savings strategies