Ameriprise Financial

FourBridges Financial Group in Rochester, NY, is a trusted and independent financial planning firm dedicated to delivering excellence in personal financial management. Their team of experienced advisors offers a wide range of services, including financial planning, retirement planning, investment management, college savings planning, insurance, and estate planning. With a focus on building wealth while minimizing risk, FourBridges Financial Group provides unbiased and personalized financial solutions tailored to meet the exact needs and goals of each client. Their commitment to helping clients achieve financial freedom through strategic planning and expert guidance sets them apart as a reliable partner in securing a stable financial future.Generated from the website

Royal Alliance Associates, now operating as Osaic, specializes in offering securities and investment advisory services through its various affiliated firms, including Osaic Wealth Inc. and Triad Advisors LLC, all of which are registered with FINRA and SIPC. The organization highlights the importance of professional history for financial professionals and provides resources such as FINRA's BrokerCheck for clients seeking more information. Osaic also emphasizes that it operates independently of other entities or marketing names referenced in their services. Generated from the website

Planning Inc Accu-Vest is a Rochester-based firm that specializes in estate planning and financial services. Their team of experienced professionals offers cost-effective estate planning solutions, including trust agreements, power of attorney certifications, and medical directives, tailored to meet the specific needs of their clients. With a focus on creating peace of mind and ensuring the smooth transfer of assets, Planning Inc Accu-Vest helps individuals and families navigate the complexities of estate planning with confidence. As a registered investment advisor with the SEC and Helios Integrated Planning, Planning Inc Accu-Vest provides comprehensive estate planning services that address state-specific requirements and adapt to changes in estate tax laws. With a commitment to empowering their clients, they aim to help individuals feel in control of their end-of-life decisions and facilitate open communication with future generations. By offering personalized solutions and expertise, Planning Inc Accu-Vest ensures that their clients' affairs are in order and their loved ones are well taken care of.Generated from the website