Beltz Ianni & Associates585-340-5200
CLOSED NOW - Opens at 8:30am
CLOSED NOW - Opens at 8:30am
280 Kenneth Dr Ste 110, Rochester, NY 14623
280 Kenneth Dr Ste 110, Rochester, NY 14623
Website
EmailBeltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.
More Business Info
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - 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
- Categories
- Employee Benefit Consulting Services, Insurance, Investment Management, Retirement Planning Services