Rochester Wealth Partners

Financial Services - Pittsford, New York, United States

Rochester Wealth Partners Employees
Kevin Fahy

Investment Advisor Representative

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Gregory Halstead

Investment Advisory Representative

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Dylan Shaw

Investment Advisor Representative

Contact Dylan Shaw

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Rochester Wealth Partners Details

Rochester Wealth Partners is an independent financial services firm. Our team is committed to offering the industry's highest quality services. We founded our partnership with two ideals. First, to develop long-lasting relationships with our clients and second, the understanding that your finances don't need to be a mystery. By putting these ideals together, we believe we have simplified the financial planning process. We develop close relationships that give us a deeper understanding of each of our clients' unique needs and goals.We focus on you, providing comprehensive planning and solutions that help reach your individual goals. With more than 60 years of combined experience, we can guide you through our menu of services, which are designed to grow, and conserve wealth, all while offering an unparalleled level of personal service.Investment Advisory Services offered through Bright Futures Wealth Management, LLC and/or Cetera Advisors LLC – registered investment advisers. Securities offered through Cetera Advisors LLC. Member FINRA, SIPC. Cetera Advisors LLC, Rochester Wealth Partners, and Bright Futures Wealth Management, LLC are separate companies.

Rochester Wealth Partners logo, Rochester Wealth Partners contact details
Employees: 5
HQ: (585) 662-5031
Location: Pittsford, New York, United States
Revenue:
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