Retirement Planning in Rochester, NY

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List of Firms

Top Retirement Planners in Rochester, NY

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Accu-Vest Planning Inc
Location 1701 Chili Ave, Rochester, NY 14624, USA
Phone (585) 235-3600
Directions
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Layline Advisors, LLC
Location 17 Prince St, Rochester, NY 14607, USA
Phone (585) 210-8222
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Cypress Financial Consultants
Location 175 Corporate Woods # 250, Rochester, NY 14623, USA
Phone (585) 475-8423
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Priem Financial Group
5 out of 5
Location 2290 East Ave #2, Rochester, NY 14610, USA
Phone (315) 597-9340
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Legacy Financial Planning
5 out of 5
Location 1485 Monroe Ave, Rochester, NY 14618, USA
Phone (585) 241-5250
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Kathryn Castro - Financial Advisor, Ameriprise Financial Services, LLC
Location 2290 East Ave Fl 3, Rochester, NY 14610, USA
Phone (585) 295-2140
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Angelo Planning Group, LLC
4 out of 5
Location 2590 Brighton Henrietta Town Line Rd, Rochester, NY 14623, USA
Phone (585) 568-6900
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MassMutual New York State - Rochester Satellite Office
Location 700 Bausch and Lomb Pl, Rochester, NY 14604, USA
Phone (585) 262-5600
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Brighton Securities
SEC File# 801-121232
CRD# 314111
4 out of 5
Location 1703 Monroe Ave, Rochester, NY 14618, USA
Phone (585) 473-3590
Directions
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EPIC Retirement Plan Services
5 out of 5
Location 150 State St #200, Rochester, NY 14614, USA
Phone (585) 232-9060
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SEC File# 801-77720
CRD# 167055
5 out of 5
Location 90 Linden Oaks #220, Rochester, NY 14625, USA
Phone (585) 497-5000
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Mark Palazzolo - Financial Advisor, Ameriprise Financial Services, LLC
4 out of 5
Location 2024 W Henrietta Rd Ste 5D, Rochester, NY 14623, USA
Phone (585) 292-9850
Directions
Retirement Planning in Rochester, NY

About Rochester, NY for Those Planning to Retire

Rochester, NY, a bustling city in western New York, is known for its rich history and vibrant culture. From the iconic Kodak Tower to the stunning Highland Park, Rochester boasts a plethora of landmarks that are sure to impress any visitor. Top employers in the area include the University of Rochester, Rochester Regional Health, and Wegmans, a beloved grocery store chain. The city is also home to major highways such as I-490 and I-390, making it easily accessible to those traveling from nearby cities. The streets of Rochester are lined with charming neighborhoods, each with their own unique character and charm. From the trendy Park Ave district to the historic Corn Hill area, there is something for everyone in this diverse city. Overall, Rochester is a dynamic and exciting place to visit or call home, with endless opportunities for exploration and adventure.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Rochester, NY can greatly benefit from the services of a bank. One specific way a bank can help is by offering financial education and resources to the community. Rochester has a diverse population with varying levels of financial literacy, and a bank can provide workshops and seminars to help individuals better understand personal finance. Additionally, many residents rely on the healthcare industry in Rochester, which can be expensive. A bank can offer healthcare financing options to help alleviate the burden of medical bills. Rochester is also home to several colleges and universities, and a bank can provide student loans and financial aid services to help students achieve their academic goals. Overall, a bank can play a crucial role in supporting the financial well-being of Rochester's residents.

Insurance Broker

Residents of Rochester, NY can benefit greatly from the services of an insurance broker. With the city located in a region that is prone to harsh winter weather, homeowners and businesses alike may require specialized insurance coverage to protect against damage caused by snow and ice. Additionally, Rochester is home to a number of small and medium-sized businesses, many of which may require assistance in finding affordable and comprehensive insurance plans to cover their unique needs. An experienced insurance broker can help residents navigate the complex world of insurance, offering personalized guidance and support to ensure they are adequately protected against any potential risks or liabilities. Whether it's finding the right coverage for a family home or helping a local business secure the necessary insurance policies, an insurance broker can be an invaluable resource for residents of Rochester, NY.

Wealth Management

Residents of Rochester, NY can benefit from the services of a wealth manager in various ways. One specific aspect that a wealth manager can assist with is navigating the complex tax laws and regulations in New York State. With high property taxes and income tax rates, residents of Rochester may find it challenging to optimize their finances and minimize tax liabilities. A wealth manager can provide tailored advice on tax planning strategies, including maximizing deductions and credits, investing in tax-efficient vehicles, and structuring charitable donations. Additionally, a wealth manager can help Rochester residents with retirement planning, estate planning, investment management, and risk management, among other financial concerns. By working with a wealth manager, Rochester residents can gain peace of mind and achieve their financial goals.

Financial Advisor

Residents of Rochester, NY would greatly benefit from the guidance of a financial advisor in several ways. Firstly, with its diverse population and thriving economy, Rochester offers a range of investment opportunities that can be overwhelming for the average person. A financial advisor can help navigate the complexities of the local market and identify the most promising investments for their clients. Additionally, Rochester is known for its harsh winters, which can lead to unexpected expenses such as home repairs or increased heating bills. A financial advisor can help residents prepare for these seasonal challenges and create a budget that accounts for these expenses. Furthermore, with the cost of living in Rochester being higher than the national average, financial planning is essential for residents to achieve their long-term financial goals, such as saving for retirement or purchasing a home. In short, a financial advisor can provide invaluable support to Rochester residents in navigating the local economy and achieving financial security.

Mortgage Loan Officer

Residents of Rochester, NY can greatly benefit from the services of a mortgage loan officer. With a population of over 200,000, Rochester is a city that is constantly growing and changing. A mortgage loan officer can help residents navigate the complex and often confusing world of home buying, from finding the right mortgage product to securing the best interest rates. They can also provide valuable advice on the local real estate market, helping buyers make informed decisions about their investments. In addition, a mortgage loan officer can assist with refinancing existing mortgages, which can help homeowners save money on their monthly payments and lower their overall debt. With their expertise and knowledge of the Rochester area, a mortgage loan officer can be an invaluable resource for anyone looking to buy or refinance a home in this vibrant and dynamic city.

Tax Services

Residents of Rochester, NY could greatly benefit from the services of a tax advisor in a myriad of ways. One specific area where a tax advisor could be of assistance is in navigating the complex tax laws surrounding the city's thriving healthcare industry. Rochester is home to several major healthcare providers, including the University of Rochester Medical Center and Rochester Regional Health, which employ thousands of residents and generate significant tax revenue for the city. A tax advisor could help healthcare professionals and their employers take advantage of tax breaks and deductions specific to the industry, such as those related to medical equipment and research expenses. Additionally, a tax advisor could provide guidance on how to properly report income from healthcare-related side hustles, such as telemedicine consultations or medical writing. With the help of a knowledgeable tax advisor, Rochester residents working in the healthcare industry could maximize their tax savings and avoid costly mistakes.

Estate Planning Lawyer

Residents of Rochester, NY can benefit from the expertise of an estate planning lawyer in numerous ways. Firstly, the lawyer can assist in drafting a will that accurately reflects the individual's wishes and ensures that their assets are distributed according to their desires. Additionally, the lawyer can provide guidance on how to minimize estate taxes and avoid probate. Given that Rochester, NY is home to many historic properties, an estate planning lawyer can also assist in preserving these properties for future generations by setting up trusts and other entities that ensure their continued maintenance and protection. Moreover, with the region's aging population, an estate planning lawyer can help individuals plan for long-term care and ensure that their healthcare wishes are followed in the event of incapacitation. Overall, the services of an estate planning lawyer can provide invaluable peace of mind and security for residents of Rochester, NY.

Rochester, NY Financial Resources

Rochester, NY Chamber of Commerce

https://www.greaterrochesterchamber.com/

Rochester, NY City Hall

https://www.cityofrochester.gov/

Rochester, NY Public Library

https://roccitylibrary.org/

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