Blatt Jr, G James

Best Times Financial in Fairport, NY, offers comprehensive financial planning services to help clients achieve their vision of financial freedom. The firm prides itself on serving as each family's Personal CFO, specializing in understanding the unique needs and goals of individuals. The team at Best Times Financial collaborates with clients virtually or in person, providing candid conversations and tailored solutions to guide them towards financial independence. The firm's Custom Wealth Architect service allows for a deep dive into various financial aspects, including risk management, estate planning, tax strategies, and business succession. Additionally, Best Times Financial provides services such as Cash Flow Discovery, Quadrant Advantage for retirement planning, Virtual Family Office for multigenerational wealth management, and Retirement Plan Audits for businesses. Through a focus on education, collaboration, and empowerment, the firm aims to help families and communities expand their potential for good through wealth coordination, protection, and transition. Generated from the website content

We offer a complete range of financial services for the high net worth investor located in and around Rochester, New York. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.