THE GAUDINO GROUP
780 Fetzner Road, Suite B, Rochester, NY 14626 Directions
Since 1985
Here’s The Deal:
"The Gaudino Group was established in 1985, and they provide customers 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. The firm seeks to provide the best client service while building long-term relationships with their customers. They offer plans for pursuing your goals by making recommendations for the types of financial investments that suit your requirements."
SPECIALITY:
Tax, Estate, Financial and Investment Planning, Portfolio and Active Management, Risk Allocation, Charitable Giving, Wealth & Education Planning
TBR® Inspection Report:
LUTZ & ASSOCIATES WEALTH STRATEGISTS
600 Park Avenue, Rochester, NY 14607 Directions
Since 1999
Here’s The Deal:
"Lutz & Associates Wealth Strategists is located in Rochester, NY. Their team strategy can be an effective method to assist customers with a wide variety of requirements as they manage through a complex financial-services world. The company focuses on wealth management platforms. They offer debt management, investing, and social security choices. The company uses a proactive method for serving you to develop a strategy to address your financial goals and objectives, using the most efficient methods available."
SPECIALITY:
Wealth Protection Review, Employer-Sponsored Retirement Plans, Group Benefits, Traditional and Roth IRA’s, Mutual Funds, Life, Disability Income and Long Term Care Insurance, Retirement Income, Estate and Business Succession Planning, Investment Analysis & Management
TBR® Inspection Report:
MICHAEL BOOTH
428 Bakers Park, At I-Square, 2nd Floor, Rochester, NY 14617 Directions
Since 2016
Here’s The Deal:
"Michael Booth has been a financial advisor with Edward Jones since 2016. His practice focuses on serving successful families farmers, business owners, and individuals with a passion for success for financial. He is committed to performing highly responsive and individualized solutions to customers, using a focused, objective planning process. They want to preserve and grow their wealth, plan for the next generation's financial security, or assess their investment risk."
SPECIALITY:
EDWARD JONES - Retirement Income, Estate and Legacy Planning, Asset Allocation and Protection, Stock and 401K Options, Wealth and Financial Strategies, Annuities, Employer-Sponsored Retirement Plans, Life Insurance, Long Term Care, Entrepreneurs & Business Owners