Mt Vernon Financial Group

Our company and its alliances are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firms reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.Our mission is simple: to provide innovative and practical financial programs for our valued clients.

Research Financial Group is a personalized, independent wealth management practice based in Rochester, NY. With a dedicated team of experienced financial advisors, they have been serving individuals and families since 1994, offering strategic wealth management, legacy planning, and tax planning strategies. Their client-centric approach and commitment to finding solutions and helping clients achieve their financial goals set them apart. Research Financial Group's team, led by Salvatore DiCiaccio, Jason Duga, and Alexandra Storke, brings decades of experience and a passion for serving their clients. They prioritize building strong relationships and understanding each client's unique needs, values, and future plans to create personalized financial strategies. With a focus on trust, professionalism, and expertise, Research Financial Group is dedicated to helping clients secure their financial future.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Williamsville, NY area, Peter F Haag will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.