Focused Wealth Advisors Employee Directory

Focused Wealth Advisors corporate office is located in 160 Allens Creek Rd Ste 270, Rochester, New York, 14618, United States and has 11-50 employees.

Key Employees of Focused Wealth Advisors

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12

Former Employees at Focused Wealth Advisors

Explore people who held key positions, contributed to Focused Wealth Advisors's success, and advanced their careers.

  1. Flight Attendant at Delta Air Lines

    Worked as Virtual Assistant

    at Focused Wealth Advisors (2020-2022)

    email Cheyenne Wershing Email direct Cheyenne Wershing Direct
  2. OSJ Supervisor at TAG Advisors

    Worked as Financial Advisor

    at Focused Wealth Advisors (2018-2020)

    email Matthew Eggar Email direct Matthew Eggar Direct

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People from Similar Companies in the Finance Industry Located in New York, United States

Frequently Asked Questions Regarding Focused Wealth Advisors Employees

How many employees does Focused Wealth Advisors have?
Focused Wealth Advisors has 11-50 employees
Who are Focused Wealth Advisors key employees?
Some of Focused Wealth Advisors key employees are Heather Haff, Bogdan Khrushch, David Mirsky, Diane Sheibley
Where is Focused Wealth Advisors located?
Focused Wealth Advisors’s headquarters are located at 160 Allens Creek Rd Ste 270, Rochester, New York, 14618, United States
How do I contact Focused Wealth Advisors?
Focused Wealth Advisors Contact Info: Phone number: (585) 381-2662 Website: www.focusedwealthadvisors.com
What does Focused Wealth Advisors do?

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... eir 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.Read More

Is Focused Wealth Advisors a public company?
Focused Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Focused Wealth Advisors Employees

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