ASSISTING BUSINESS, NON-PROFIT
ORGANIZATIONS
& GOVERNMENT ENTITIES
Financial Services — investment &
pension plans
Do you need help investing endowment funds? Or setting up and investing employee pension funds?
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 help. Their extensive experience and knowledge base create a high level of client confidence.
Fred and David draw from an exceptionally broad range of investment instruments to create an investment portfolio or 401(k) plan 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 and pension plans.
