Lutz & Associates Wealth Strategists

Our wealth management advisors in TIAA’s Rochester, NY office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (877) 209-3144.

CCCS of Rochester is a leading provider of credit counseling, financial education and debt repayment plans. We understand the need to have help from a debt management and reduction organization you can trust. Unlike many of our competitors, our debt counselors are required to be certified, and to maintain their certification. When you request our counseling services, you will be treated with the dignity and respect that everyone deserves. The most important part is that we listen to you and your concerns. We can help you understand all of the options for managing your finances. We provide the financial education and services that can simplify your life and set you on the road to financial success.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.