Rogers Financial Servs

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Rogers Financial Services in Penfield, NY offers comprehensive wealth planning and investment advice tailored to individuals, executives, business owners, families with complex needs, and professional athletes. The firm also specializes in providing investment advisory and co-fiduciary services for retirement plan sponsors, corporations, educational institutions, healthcare organizations, nonprofits, government entities, endowments, and foundations.Generated from the website

Montage Wealth Management, based in Penfield, Town of, NY, offers comprehensive financial planning services designed to guide individuals through life-altering transitions such as job changes, retirement, and loss. Their team of financial advisors specializes in creating personalized plans that empower clients to make informed decisions and navigate changes with clarity and conviction. With a focus on collaboration and tailored advice, Montage Wealth Management helps clients build a secure financial future that aligns with their current needs and future aspirations. By distilling industry jargon into actionable language and staying actively engaged in the implementation process, they strive to empower individuals to live more intentionally and confidently.Generated from the website