Focused Wealth Advisors
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
160 Allens Creek Rd Ste 270, Rochester, ...Phone Number
(585) 381-2662Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Focused Wealth Advisors
Focused Wealth Advisors specializes in comprehensive retirement income planning, investment management, and tax reduction strategies for individuals approaching retirement. With over 30 years of experience, they aim to help clients manage risks associated with investments and taxes to ensure a successful retirement. Their services include Social Security optimization, tax management, and low-cost, fee-managed portfolios tailored to clients' needs. The firm emphasizes a personalized approach, offering various engagement options to assist clients in achieving their retirement goals.Explore more
Focused Wealth Advisors Org Chart
DM
Senior Wealth Advisor
HH
Support Staff
BK
Paraplanner
SW
Certified Financial Planner
DR
Senior Wealth Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Focused Wealth Advisors
<$5M
11-50
Private
-
2014
JD
Jan DeprosperoClient Relations & Educational Events Coordinator
Company Profile Activity
Activity Insights
Focused Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Focused Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Focused Wealth Advisors.
Focused Wealth Advisors Tech Stack
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Focused Wealth Advisors specializes in comprehensive retirement income planning, investment management, and tax reduction strategies for individuals approaching retirement. With over 30 years of experience, they aim to help clients manage risks associated with investments and taxes to ensure a successful retirement. Their services include Social Se... Read More
