Rochester Wealth Management Group / Capitol Securities Management
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Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service
706 East Ave, Rochester, NY 14607
585-325-1040
CLOSED NOW:
Today: 9:00 am - 5:00 pm
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Serving the Rochester area.
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OUR MISSION: PERSONALIZED ASSET MANAGEMENT AND PLANNING SERVICES FOR INDIVIDUALS AND BUSINESSES WITH COMPLEX FINANCIAL NEEDS
- General Info
- Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that we truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Our company is based on the principle that education and understanding of one’s current financial situation is vital in making prudent decisions affecting one’s future financial success. Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that we truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
- Hours
- Appointment Only Hours
Mon - Fri 9:00 am - 10:00 pm Regular HoursMon - Fri: Sat - Sun Closed - Categories
- Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service, Investments
- Payment Options
- Location
- On historic East Ave. near Oxford Street Look for the giraffe out front
- Neighborhood
- East Avenue
- Associations
- Securities offered through Capitol Securities Management, Inc. Member FINRA, SIPC
- Other Link
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