Are you investing for a college fund? Retirement? To start a new business?
David Ianni and Fred Beltz, two longtime financial professionals in the Rochester region with whom we have a collaborative alignment, are Chartered Financial Consultants (ChFCs) who can provide advice and investment vehicles.
Investment strategies are uniquely personal — they must take into account the phase of life you’re in, your plans for the future, your tolerance for risk. David and Fred spend most of their time with you getting to understand what kind of approach will be the most comfortable and logical for you.
Fred and David draw from an exceptionally broad range of investment instruments to create a portfolio that will reflect your goals. Among the options:
Mutual stock funds
Mutual bond funds
Annuities
Access to individual securities trading
Contact any of these partners about our investment plans.
