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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- Etf's (Exchange Traded Funds)
- Financial Planning
- Investment Management
- Life Insurance
- Retirement Planning
Sentiment Analysis
The RWS Team have been nothing short of professional in all aspects of our financial matters while being patient in addressing our questions and very personable in all interactions.
I am extremely pleased with the thoughtful and personal attention I receive from my financial advisor Dominic.
As we are approaching retirement, we felt we needed a full service wealth advisory group to guide us through our upcoming years.
They really get to know you at personal level and guide you on right path of success
The office staff takes a team approach in planning our portfolio, we like having all hands on deck.
Dominic and his staff are great to work with.
They will handle your finances with the utmost integrity as well as advising you on all aspects relating to your overall objective.
Each has their own unique gifts and add to the overall expertise of the group, working together as a fantastic team with plenty of knowledge & sharing it willingly.
We are new clients at Rochester Wealth Strategies and have been very pleased with the transition from one of the “big name” wealth management companies.
Last month a quick call about possible home refinancing lead us to a local lender, and a refi that resulted in a $60k savings.
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