Whether you’re a seasoned investor or brand new to the process of investing for your future, navigating today’s incredibly complex financial market is becoming more and more challenging.  The economy has never seen such high levels of volatility and diversity, making it vital to work with a broker who understands the system adamantly, without having deep ties to Wall Street and other self-interest groups.  At The Elmwood Agency, we staff a team of experienced investment specialists to help you make the most of your income when planning for the future.  

From stock market analysis and commodities, to savings plans, retirement strategies and corporate wealth management, The Elmwood Agency is proud to offer a diverse range of investment services to ensure your brightest future possible.   

  • Stocks, Bonds & Mutual Funds
  • 401k Rollover and IRAs
  • Savings Strategies
  • Wealth Management
  • Annuities
  • Education Savings Accounts
  • Life Insurance
  • Executive Benefits
  • Disability & Long Term Care Insurance

An Innovative Approach to Investment Services

Here at The Elmwood Agency in Rochester, we don’t judge those we serve by the scope of their investment portfolios or the size of their bank accounts.  Each client has unique needs, resources and goals, and we tailor investment strategies based on these and other essential factors.  For more information on how we can help you make the most of your hard-earned resources or to schedule a free consultation, get in touch and let us know how we can 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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