KeyBank is a leading regional financial institution offering comprehensive financial planning and advisory services tailored to individuals, families, and businesses. With a strong focus on wealth management, KeyBank provides personalized strategies that encompass retirement planning, investment management, estate planning, and risk mitigation. Its financial planning services are designed to meet a wide range of financial goals, whether clients are planning for long-term wealth preservation or building assets for the future.

The firm’s team of experienced advisors utilizes a client-centric approach, working closely with individuals to craft customized plans based on their life stage, goals, and risk tolerance. KeyBank’s wealth advisory services are backed by the resources and stability of a major banking institution, ensuring that clients benefit from both personalized service and robust financial tools. The organization also places an emphasis on community involvement, supporting education, affordable housing, and small business development in the areas it serves.

Through its presence in Rochester and across the U.S., KeyBank commits to helping clients make confident, informed financial decisions. Their financial planners are licensed professionals with access to a full suite of banking, investment, and lending products.

Website: https://www.key.com/locations/NY/Rochester/MCD32900977/1700-Bausch-And-Lomb-Pl?ppc=cmpgmb

Key Services:

– Personalized financial planning and goal setting
– Retirement planning and asset allocation
– Investment management and portfolio strategy
– Estate and legacy planning
– Risk management and insurance analysis
– Business succession and financial consulting
– Tax-advantaged wealth strategies
– Access to trust and fiduciary services through Key Private Bank