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ASSISTING BUSINESS, NON-PROFIT
ORGANIZATIONS
& GOVERNMENT ENTITIES
Financial Services – responsible investment and insurance services
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Through our collaborative alignment with David Ianni and Fred Beltz, two longtime financial professionals in the Rochester region, we provide access to insurance, retirement and investment 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.
Perhaps your organization has an endowment it wishes to invest. Our access to a wide range of investment instruments — when added to our knowledge about your organization's finances — can deliver just the right solution.
Do you need an employee benefit program? 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 your financial facts and also the cultural environment you're creating for your employees. They recognize that the programs they recommend are not just 'expenses,' they're also recruitment and retention strategies.
What do you — and your employees need? Group life insurance? 401(k) plans? Investment options for your employees pension savings? We can help.
Learn more about:
Contact any of these partners about our financial services.
Phone: 585.427.8900
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Your employees can learn a lot about their personal
finances through our financial
calculators.
Wondering how much they'll need to save and invest today to afford college, for instance?
Or, check out our Mortgage
Refinancing tool to see whether it's worth it to
refinance at a lower rate.
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