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The Rochester, NY (Winton Road) team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.

Kathleen Coler is a Medicare specialist based in Rochester, NY, who provides personalized assistance in navigating the complexities of Medicare enrollment. With extensive experience across multiple states, Kathy is committed to helping clients understand their Medicare options and avoid common pitfalls such as misconceptions and late penalties. She offers guidance on various Medicare solutions including Advantage Plans, Supplement Insurance, and Part D Prescription drug coverage. Her focus on hands-on service ensures that clients receive tailored information and support throughout their Medicare journey. Generated from the website

Petrella Phillips LLP is a certified public accounting firm based in Rochester, NY, specializing in a comprehensive range of financial services that include tax planning, preparation, and business consulting. With a commitment to excellence and personalized care, the firm leverages advanced technology and industry expertise to provide tailored solutions for individuals and businesses. Guided by core values of trust, integrity, and accuracy, Petrella Phillips LLP prioritizes client satisfaction and ethical service delivery. Their experienced team is dedicated to helping clients navigate the complexities of financial management, ensuring clarity and compliance at every stage of their financial journey. Generated from the website