Estate and Financial Planning in Rochester, NY: Guy Guarrera.
Estate and Financial Planning
http://www.estateandfinancialplanning.org/
Whether you’re interested in retirement or post retirement planning, IRA’s, tax-advantaged investing or financing a college education, you can count on our professional Financial Consultants to help you establish your priorities and define your goals.
Our Financial Consultants have the expertise to strike the proper balance of risk and return for your investments. We will help you to confidently work toward your long-term goals
We are committed to an ongoing relationship that provides the value and personal service you should expect from a quality organization.
Schedule an appointment at your convenience, whether it be in your own home or our office.
Please call Guy Guarrera
585-442-4740
800-240-7928
gguarrera@wsfg.com
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Recommended Reading
- Financial Retirement Planning, A First Look
- Who is the best company to go with for financial planning?
- Financial planning 101
- Plan Your Future – Financial and Retirement Planning | Dallas, Austin, San Antonio, Houston
- CFP Board’s Financial Planning Clinic – Boston, 2007
- Succession Planning Blueprint (ebook)
