Masiello Retirement Solutions

Description

• Our goal is to provide personalized financial and estate planning services and products to assist successful people in seeking to accumulate wealth, preserve wealth and provide for the people they care about. We are a family owned business that offers customized and creative solutions to your financial needs. We aim to develop a long-term relationship as your first call financial advisor. We invest time up front getting to know and understand you, your goals, wants, desires and plans. We work with you to create a personalized plan to help you attain your goals and objectives. We provide continued assistance to keep your plan current through our regular review meetings. We are independent by choice, preferring to work for you, not for one company. This allows us to shop the market to find appropriate solutions for you.Specialties: Retirement Planning, Investment Management, Estate Planning, Retirement Income PlanningNote: We are not allowed to receive testimonials or recommendations and therefore none are provided. If you have any questions, please contact Michael Masiello directly at 585-720-0590.Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
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  Headquarters:1081 Long Pond Rd Ste 140 , Rochester, New York, United States

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  Phone Number: +1 585-720-0590

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  Website: https://www.masielloretirement.com

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  Employees:51

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  Revenue:$1 - 10M

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  Legal Name:Masiello Retirement Solutions

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• |  NAICS Code: 523930  |

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