Rochester Investments, Inc is a SEC Registered Investment Advisor (RIA) financial planning and investment management firm located in Rochester NY. We work in the capacity of financial planner and investment consultant, and we assist a select number of clients with wealth accumulation, comprehensive retirement planning, and complex tax and estate strategies. Most of our clients are Business Owners and Retirees. We focus on a range of financial services, including:

1. Investment Management: custom investment portfolios with stocks, bonds, exchange traded funds (ETFs), and mutual funds

2. Business Planning: 401K and pension plans, executive benefits to owners and key employees, business buy-sell agreements, business exit strategies, group benefits, corporate-owned life insurance, etc.

3. Divorce and/or Loss of Spouse financial and retirement planning

4. Retirement Planning and Work transition: 401K, 403B, 457, IRA and ROTH IRA rollovers 

5. Retirement Income and wealth preservation

6. Charitable giving, planning for trusts and estates, and leaving a legacy

7. Tax planning for individuals and families

Your financial success is our priority! We strive to ensure your financial outcomes exceed your expectations. We help you stay on track and have a piece of mind. 

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