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Whether you're approaching retirement or just beginning your career; preparing to send your children to college or just starting a family - it's never too early or too late to have the peace-of-mind that your financial life is in order. Our team takes a holistic approach to financial planning, addressing investments, wealth protection, tax management, debt management, and legacy considerations,...
At Wealth Management Group, we are committed to helping you live the story of your dreams - a life that's important to you - by ensuring your financial peace-of-mind. We've been our clients' trusted partner for nearly fifteen years by carefully listening to their needs, concerns, and dreams.
Trust. Honesty. Respect. Peace-of-Mind. We believe that our clients deserve a financial planner who embodies these hallmarks of excellence, and we strive to exemplify these standards every day.
When Doug first opened our doors in 1998, he did so with the anticipation of the new millennium, as well as a new, client-centric approach to financial planning. Our clients are like family to us, and...
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Don't hesitate to call SteveBHomes Group in Rochester, NY. We are committed to your satisfaction. Call us today.
Wealth Management Group is located at 2000 Winton Rd S Bldg 1, Rochester, NY. This business specializes in Financial Planning and Investment Brokerages.
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