David Morgante

We are a full-service CPA firm that is client-focused and technology-fueled. The partners of Welker, Mojsej, & DelVecchio are industry veterans with over 75 years of collective expertise, rooted in financial fundamentals and smart-growth strategies. From individuals to SMBs and large corporations, we handle all accounting and bookkeeping needs, as well as tax preparation, financial statements, consultation, business valuations, retirement plan design, and estate & succession planning.

The Legend Group is a reputable financial advisory firm located in Rochester NY. With a commitment to helping clients achieve their financial goals they offer personalized investment strategies and comprehensive financial planning services. Their expert team focuses on building lasting relationships ensuring clients receive tailored advice that meets their unique needs. Generated from this place's information

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Tax management, Investment management, Retirement strategies, Estate conservation, and Insurance and annuity products.