Fitzgerald Custom Wealth Planning Raymond James

Jeff D Wolk-Raymond James is a financial advisory firm based in Rochester, NY, offering a range of services to individuals, families, business owners, corporate executives, and retirees. Led by Senior Vice President Jeff D. Wolk, the firm provides personalized investment solutions, retirement planning, estate and charitable giving trust services, and corporate retirement plan consulting. With a focus on putting the client first, Jeff and his team work closely with each client to develop customized investment plans designed to help them achieve their financial goals. With over 24 years of experience in the industry, Jeff D. Wolk is a knowledgeable and trustworthy advisor who is highly engaged in the dynamics and complexities of the global financial markets. He is dedicated to helping his clients make wise financial decisions and considers his most successful clients to be confident and disciplined investors. Jeff's expertise includes wealth accumulation, retirement income, corporate retirement plans, and family wealth transfer. He is committed to ongoing education and research to provide his clients with the best investment opportunities and keeps them informed through one-on-one meetings and group presentations.Generated from the website

Lakeshore Wealth Partners of Raymond James is a reputable financial advisory firm located in Rochester NY. With a focus on personalized financial planning and investment strategies the firm aims to help clients achieve their financial goals. Their team of experienced advisors provides expert guidance tailored to each client's unique needs ensuring a comprehensive approach to wealth management. Generated from this place's information

As a Personal Financial Representative in Rochester, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each person’s needs are unique. That’s why when you contact me at my Rochester office, you’ll receive personalized service based on ...