Financial Service Partners
- 900 Jefferson Rd Administration Rochester New York 14623 United States
- Profile
Financial Service Partners is a comprehensive financial services firm based in Rochester, New York, specializing in personalized financial planning and wealth management solutions. With a client-first philosophy, the firm caters to individuals, families, and closely held businesses seeking to build, preserve, and transfer wealth. Their team of experienced advisors offers tailored strategies in retirement planning, investment portfolio management, and insurance solutions to address clients’ short- and long-term financial goals.
What sets Financial Service Partners apart is their commitment to building lasting client relationships through integrity, transparency, and education. They emphasize a holistic approach—viewing financial wellness as a lifelong journey—while empowering clients to make informed financial decisions. The firm is also involved in community engagement and supports charitable initiatives as part of its dedication to social responsibility.
As an independent firm, Financial Service Partners offers unbiased advice without proprietary product pressure, ensuring clients receive guidance aligned with their best interests. Their affiliations with leading financial networks provide clients with access to advanced tools and resources.
Website: https://financialservicepartners.com/
Key Services:
– Comprehensive Financial Planning
– Retirement Income Planning
– Investment Management
– Insurance & Risk Management Solutions
– Estate Planning Strategies
– Business Owner Financial Services
– Education Funding Strategies
– Wealth Transfer and Legacy Planning
- Comments
Contact Info
- 900 Jefferson Rd Administration, Rochester, New York, 14623, United States
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Phone: (585) 697-2958
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