BRIGHTON SECURITIES
1703 Monroe Avenue, Rochester, NY 14618 DIRECTIONS
Since 1969
Here’s The Deal:
Brighton Securities is a local, independently owned financial services firm headquartered in Rochester. They guide them on their journey toward wealth accumulation, wealth management and financial security for individuals, couples, families, and companies. Their financial professionals serve individuals, couples, families, trusts, estates, and small. to medium-sized businesses with more than 500 years of combined experience in financial services. Brighton Securities can provide access to the financial planning and wealth management tools and expertise you need to succeed at each life stage. They work with their clients to envision your future. They develop and execute investment strategies that help their clients to build and protect their wealth. Contact them to schedule an appointment.
SPECIALTY:
Financial Planning, Savings Strategies, Estate Planning, 401(k) Plans, Tax Planning and Preparation & Corporate Services
TBR® Inspection Report:
NORTHLANDING FINANCIAL PARTNERS, LLC
90 Linden Oaks, Suite220, Rochester, NY 14625 DIRECTIONS
Since 2013
Here’s The Deal:
NorthLanding Financial Partners is committed to empowering their clients to discover and direct action toward their most essential financial goals. Their advisors have over 100 years of combined experience and advanced credentials in counselling clients to develop and implement strategies to meet their personal and family financial objectives. They promote open and proactive communication with their clients. They establish and maintain long-term client relationships. They are committed to bringing a process-driven approach to each client’s situation while incorporating innovation and new ideas. They help you better plan for tomorrow by working with you to establish concrete goals that are realistically attainable.
SPECIALTY:
Retirement Planning, Legacy Planning, Estate Planning, Qualified Retirement Plan Design, 401K Planning, Pension Planning, Executive Compensation Planning, Financial Planning, Charitable Giving, Education Planning, Business Succession Planning, Exit Planning, Portfolio Management & Investment Planning
TBR® Inspection Report:
THE GAUDINO GROUP
780 Fetzner Road, Suite B, Rochester, NY 14626 DIRECTIONS
Since 1985
Here’s The Deal:
The Gaudino Group provides clients with authentic and holistic financial strategies. Their firm understands financial success can be achieved when all features of a person’s financial situation are efficiently managed. They help people pursue their financial goals by providing a strategic yet practical method. Their mission is to develop comprehensive strategies so that clients can get wealth efficiently. The firm seeks to provide the best client service while building long-term relationships with its customers. They help people pursue their financial goals by providing a strategic yet practical approach. They offer plans for pursuing your goals by making recommendations for the types of financial investments that suit your requirements.
SPECIALTY:
Tax, Estate, Financial and Investment Planning, Portfolio and Active Management, Risk Allocation, Charitable Giving, Wealth & Education Planning