Rochester Wealth Strategies
As an Independent Registered Investment Adviser. .. our firm provides personalized financial advice to our clients, many of whom have complex financial needs. Our independence ensures that we are not tied to any type of financial products and our advice is not influence by the agenda of others.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Etf's (Exchange Traded Funds)
- Financial Planning
- Investment Management
- Life Insurance
- Retirement Planning
Sentiment Analysis
We have been with them since their inception and I would highly recommend them as they are honest, hardworking, and truly care about their clients.
RWS takes the time each year to review our overall investments, provides thorough tax & estate planning, income and retirement strategies, Social Security evaluations, charitable planning, wealth preservation, health care considerations in addition to answering all our questions!
We had and are having great support from each team member for ALL of our financial needs.
In the three years that we have relied on RWS we have discovered a whole team who are passionate about growing our net-worth by coordinating revenue streams, tax planning, and social security timing evaluations among other things.
This has not been our experience in the past so we are grateful for your staff and how helpful each one of you are.
I would highly recommend him to anyone seeking an advisor that is friendly, extremely knowledgeable, and will always have your best interests in mind.
He explains things in a down-to-earth manner to help us understand where we are (and where we’re heading) financially.
They really get to know you at personal level and guide you on right path of success
As we are approaching retirement, we felt we needed a full service wealth advisory group to guide us through our upcoming years.
I am extremely pleased with the thoughtful and personal attention I receive from my financial advisor Dominic.
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