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      Beltz Ianni & Associates

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      Employee Benefit Consulting Services, Insurance, Investment Management

      280 Kenneth Dr Ste 110, Rochester, NY 14623

      585-340-5200

      OPEN NOW: 
      Today: 8:30 am - 5:00 pm
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      DETAILS
      General Info
      Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Employee Benefit Consulting Services, Insurance, Investment Management, Retirement Planning Services
      Services/Products
      Beltz Ianni & Associates provides company retirement plan business services including fiduciary consulting, fee bench marking, investment management, and employee education. Beltz Ianni also delivers retirement, insurance, and investment planning for individual clients.Securities and investment advisory services provided through Cadaret, Grant & Co., Inc. (One Lincoln Center, Syracuse, NY 13202, 315-471-2191), Member FINRA/SIPC. Beltz Ianni & Associates and Cadaret, Grant are separate entities. Securities licensed in NY. Check the background of investment professionals on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
      Other Link

      http://www.beltz-ianni.com

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