THE GAUDINO GROUP
780 Fetzner Road, Suite B, Rochester, NY 14626
Since 1985
Tax and Estate Financial and Investment Planning, Risk Allocation, Portfolio and Active Management, Charitable Giving, Wealth & Education Planning
Offer strategies for pursuing your goals by making recommendations of the types of financial investments more suitable to your needs ● They help you set your priorities for the future- education costs, retirement, or appropriate investments
TBR® Inspection Report
LUTZ & ASSOCIATES WEALTH STRATEGISTS
600 Park Avenue, Rochester, NY 14607
Since 1999
Wealth Protection Review, Group Benefits, Traditional And Roth IRA’s, Mutual Funds, life, Disability Income and Long Term Care Insurance, Employer-Sponsored Retirement Plans, Retirement Income, Estate and Business Succession Planning, Investment Analysis & Management
Focus on wealth management platforms ● Offers debt management, investing and social security choices ● They take pride in never giving advice about the product until they have a full understanding of the unique facts and circumstances of each client
TBR® Inspection Report
MICHAEL BOOTH
428 Bakers Park, Rochester, NY 14617
Since 2016
EDWARD JONES - Retirement Income, Estate and Legacy Planning, Wealth and Financial Strategies, Asset Allocation and Protection, Stock and 401K Options, Annuities, Employer-Sponsored Retirement Plans, Life Insurance, Long Term Care, Entrepreneurs & Business Owners
His practice focuses on serving successful families farmers, business owners, and individuals with a passion for success for financial ● Whether clients want to preserve and grow their wealth, plan for the financial security of the next generation, or assess their investment risk ● He is dedicated to delivering highly responsive and individualized solutions to clients, using a focused, objective planning process