Ray Michael S CPA

RGS Wealth Strategies, based in Rochester, NY, is an independent, fee-only Registered Investment Advisor dedicated to serving clients through tailored wealth management and retirement planning services. With a fiduciary responsibility, they focus on building trusted relationships and providing objective advice that prioritizes clients' best interests without conflicts of interest. The firm offers a comprehensive range of services, including investment management, financial planning, estate tax planning, and nonprofit services, designed to meet the unique needs of individuals, businesses, and organizations. Their commitment to personalized strategies ensures that clients can achieve financial freedom and long-term stability for their assets and missions. Generated from the website

Burke Group is a Rochester-based company that specializes in providing comprehensive retirement plan consulting and administration services. Led by Brian J. Schiedel, their team ensures strict procedural compliance, offers expert guidance, and serves as direct Relationship Managers for over 30 retirement plans. With a focus on delivering daily valuation recordkeeping services and personalized consulting, Burke Group is committed to helping clients navigate the complexities of retirement planning. Their expertise, combined with Brian Schiedel's QKA designation and extensive experience, makes them a trusted partner in the industry.Generated from the website