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Senior Wealth Advisor
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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
About Focused Wealth Advisors
Focused Wealth Advisors specializes in comprehensive retirement income planning, investment management, and tax reduction strategies aimed at helping clients navigate the complexities of retirement. With over 30 years of experience, they provide tailored strategies to manage investments and minimize tax liabilities, ensuring clients can maintain their desired lifestyle in retirement. Their services include Social Security optimization, risk management, and low-cost, fee-managed portfolios. The firm caters to individuals approaching retirement who require specialized guidance in distribution planning rather than accumulation planning.Explore more
Focused Wealth Advisors Org Chart
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Frequently Asked Questions Regarding Focused Wealth Advisors
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Focused Wealth Advisors specializes in comprehensive retirement income planning, investment management, and tax reduction strategies aimed at helping clients navigate the complexities of retirement. With over 30 years of experience, they provide tailored strategies to manage investments and minimize tax liabilities, ensuring clients can maintain th... Read More
