Industry: Financial Services

Health and Wealth Advisors is a Spencerport, NY-based financial services firm dedicated to helping individuals and families secure their financial futures through personalized planning and insurance solutions. With a client-centered approach, the firm specializes in integrating health insurance with broader wealth management strategies, ensuring that clients can align their medical coverage with long-term financial goals. Their team of experienced advisors offers tailored guidance for every life stage, from early financial planning to retirement readiness.

The firm places strong emphasis on education and transparency, aiming to simplify the often complex topics of health coverage and financial planning for its clients. In addition to individual services, they work closely with small businesses to develop benefit solutions that support employee well-being and financial security. The organization is known for its compassionate approach, particularly in serving local families and retirees navigating Medicare and other insurance options.

Health and Wealth Advisors also demonstrates a commitment to the Western New York community, actively participating in outreach efforts and local partnerships. Their expertise in blending health benefits with financial planning makes them a trusted resource for holistic financial wellness.

Website: https://healthwealthadvisors.com/

Key Services:

– Health insurance consulting and coverage selection
– Medicare and Medicare Advantage planning
– Life insurance and long-term care strategies
– Financial planning and retirement income solutions
– Health savings account (HSA) guidance
– Employee benefits consulting for small businesses
– Disability income protection planning
– Educational financial seminars and workshops