Partner with us to Manage Your Wealth.

We aim to develop long-term relationships with clients and businesses and help deliver greater confidence in your financial future.

GET STARTED TODAY: 585-924-7781

Two offices located in Victor, NY, to service your needs:

10 East Main St, Suite 200, Victor, NY 14564

6591 Cherry Street, Victor, NY 14564

 

 

John Summers

LPL Financial Advisor

Cell: 585-820-3589

Email: john@summersfinancial.com

Book A Meeting

Louis Giuliano


Serving the entire Rochester NY Region

 

10 East Main St, Suite 200, Victor, NY 14564
(585) 924-7781 

 

6591 Cherry Street, Victor, NY 14564
(585) 455-8659 

How Much Income Do You Need For Your Dream Retirement?

Do you think you’ll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

 

Financial Education

 
 

 

Power of the Financial Choices We Make

The power of the choices we all make every single day and how it effects your financial future.

Gain Control Over Your Financial Future

Learn how a well-prepared and comprehensive financial plan can help you gain control over your financial future.

Ever Hear of the Sandwich Generation?

Do you currently find yourself struggling to cope with the conflicting demands of caring for aging parents.


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