We work as a team to best meet your financial needs now and in the future. We have offices throughout the state of New York including Buffalo, Rochester, Syracuse, Albany, Vestal and Poughkeepsie.
Starting outRetirement may seem far away, especially when you’re setting out on your own and starting to figure out life. But it’s never too early to dream about your future, and it’s never too early to start saving.
Juggling midlifeThere's a lot you've accomplished - and likely so much more you want to do. And then there are realities of your busy day-to-day. You deserve a moment to step back and take stock of your retirement plans as you build toward your future.
Your next chapterWhether you’re a few years away or counting the days, thinking about retirement is exciting. Knowing how your savings will support your passions, your health and your family is the peace of mind you’ve earned.
We are specialists in many different fields and work together to ensure you receive the right guidance for your situation.
We meet virtually or in-person and get to know a little bit more about you, your financial situation, and you get to know more about us and our process.
So that we may begin your financial analysis, we gather hard and soft data specific to where you currently stand as well as what where you would like to see yourself financially in the future.
After crunching your numbers using sophisticated financial analysis tools, we present to you a strategy to help you reach your goals.
For better or worse, your life and financial situation may change from year to year. We review your accounts on an regular basis and adjust your plan if need be.
A Purposeful Career
As the top 403(b) provider in schools throughout the US, we work closely with educators and school administrators. Visit www.equitable.com/educators for more information. At a local level we have a partnership with SAANYS (School Administrators Association of New York State) and ASAR: Association of Supervisors & Administrators of Rochester. This partnership allows us to efficiently educate and provide financial guidance to educators and administrators in a strategic and effective manner.