Through our collaborative alignment with David Ianni and Fred Beltz, two longtime financial professionals in the Rochester region, we provide streamlined access to investment and insurance advisory services.
Both David and Fred are Chartered Financial Consultants (ChFC) and Chartered Life Underwriters (CLU) who take a personal and practical approach to clients’ unique situations. Their independence and experience combine to create unbiased, comprehensive plans for clients.
Fred and Dave call their approach “sitting on the client’s side of the table.” In consultation with your CPA, they create a comprehensive plan based on ‘fact facts’ and also ‘feeling facts.’ Both are critical—it’s not just about how much money you want to invest, it’s also about what you want your life to look like.
