Stifel I SZK Wealth Advisory Group
295 Woodcliff Drive Suite 305 Fairport, NY 14450
585-267-8863
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- Fax: 585-454-4303
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Hours of Operation
- M-F 8am-5pm
- Sa-Su Closed
Products
- Equity Investments
- Estate & Trusts Planning
- Life Insurance and Annuities
- Roth IRA's & Traditional IRA's
- Educational planning (529's/UGMA/UTMA)
About Stifel I SZK Wealth Advisory Group
We offer a complete range of financial services for the high net worth investor located in and around Rochester, New York. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
Keywords / Tags
Financial Planning & Investments, Retirement Planning, Insurance Planning, College Planning, Estate Planning
Stifel I SZK Wealth Advisory Group is in the following categories:
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Phone: 585-267-8863 http://www.szkwealthadvisory.com/
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