Genesee Capital is a financial services firm based in Auburn, New York, delivering tailored wealth management and financial consulting solutions to individuals, families, and business owners. With a mission centered on long-term financial success, the firm takes a personalized approach to help clients navigate complex financial decisions. Genesee Capital offers comprehensive services including retirement planning, investment advisory, and business succession strategies, aiming to reduce risk and build sustainable wealth.

The firm is distinguished by its dedication to building lasting client relationships through transparency, trust, and a deep understanding of each client’s unique financial landscape. As fiduciary advisors, Genesee Capital prioritizes client objectives and customized planning over one-size-fits-all solutions. Their multi-advisor team brings diverse experience and financial insight, positioning Genesee Capital as a versatile partner for both personal and business financial needs.

Through strong community ties and a commitment to education, Genesee Capital also places an emphasis on helping clients understand the “why” behind each financial strategy. The firm is affiliated with LPL Financial, one of the nation’s leading provider of independent financial services, ensuring clients have access to a broad spectrum of investment products and institutional support.

Website: http://geneseeadvisors.com/

Key Services:

– Comprehensive financial planning
– Investment advisory and portfolio management
– Retirement income and distribution strategies
– Business succession and exit planning
– Estate and legacy planning
– Risk management and insurance strategies
– Education savings strategies
– Financial consulting for individuals and families