When it comes to planning for your future, regardless of whether you’re just entering the workforce or starting the process later in life, working with a skilled financial planner who genuinely has your best interests at heart is one of the most important considerations you’ll ever make.  And as many have learned the hard way, this is often easier said than done.  At The Elmwood Agency in Rochester, we’re committed to offering sound financial planning services that are uniquely tailored around the needs, budgets and goals of those we serve.  

Our team of financial planners and investment specialists work closely with each client to identify the most effective strategies, before implementing solutions designed around your realistic objectives and financial goals.   

  • Tax Planning
  • Risk Management
  • Investment Planning
  • Financial Position Analysis
  • Business Succession Planning
  • Retirement Income Planning
  • Wealth Transfer
  • Estate Planning

Insightful Financial Services to Help You Thrive

At The Elmwood Agency, each member of our team understands the importance of trust when it comes to helping our clients plan for retirement, college savings, long-term wealth and more.  We use proven methods based on up-to-the-minute data to assist our clients in developing financial plans and strategies they can have the utmost confidence in.  To schedule a free consultation or learn more about what makes us a NY financial advisor you can trust, get in touch and we’ll do our very best to help.  

The Elmwood Agency is based in Rochester and proudly serves the needs of individuals and businesses throughout the state of New York.   We can be reached during regular business hours by phone at 585-548-4500 or write to us anytime through our secured contact page.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC OSJ 700 Bausch and Lomb Pl, Rochester, NY 14604, 585-262-5600

To learn more about our agency or to schedule an appointment, get in touch with The Elmwood Agency during regular business hours by phone at 585-548-4500. Or send us an email anytime using our website’s quick contact form.

Licensed in New York, Florida and Texas

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