Rochester Wealth Management Group / Capitol Securities Management
706 East Ave, Rochester, NY 14607
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.
More Business Info
OUR MISSION: PERSONALIZED ASSET MANAGEMENT AND PLANNING SERVICES FOR INDIVIDUALS AND BUSINESSES WITH COMPLEX FINANCIAL NEEDS
- BBB Rating
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed Appointment Only HoursMon - Fri 9:00 am - 10:00 pm - Payment method
- cash
- Location
- On historic East Ave. near Oxford Street Look for the giraffe out front
- Associations
- Securities offered through Capitol Securities Management, Inc. Member FINRA, SIPC
- Other Link
- Categories
- Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service, Investments
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