Estate & Financial Planning Associates is a financial consulting firm based in Rochester, New York, specializing in comprehensive wealth management and financial planning services. The organization is dedicated to helping individuals, families, and business owners achieve their financial goals through customized strategies that align with each client’s unique needs and life stages. With a client-focused approach, Estate & Financial Planning Associates blends investment advisory with estate planning to offer holistic financial solutions.

As a representative of Osaic Wealth, the firm benefits from the broad resources and research capabilities of one of the industry’s leading independent broker-dealers. Their team of financial professionals provides in-depth guidance on retirement planning, asset management, insurance options, and intergenerational wealth transfer. They pride themselves on building long-term relationships grounded in trust, transparency, and a deep understanding of their clients’ values.

Estate & Financial Planning Associates places a strong emphasis on educational outreach and community involvement, frequently hosting seminars and client events focused on financial literacy. Their tailored approach enables clients to navigate complex financial decisions with confidence and clarity.

Website: http://www.estateandfinancialplanning.org/

Key Services:

– Comprehensive financial planning
– Investment portfolio management
– Retirement planning strategies
– Estate and legacy planning
– Life and long-term care insurance solutions
– Wealth preservation and risk management
– Business succession planning
– Tax-efficient financial strategies