Services
WE LOOK FORWARD TO ASSISTING YOU
Guiding You on Your Journey Toward Wealth Accumulation and Financial Security
We understand that every aspiration – a new home, your dream home, paying for higher education, starting or selling a business, or retirement – depends on having a solid plan that supports those financial needs.
Brighton Securities can provide access to the financial planning and wealth management tools and expertise you need to succeed at each life stage.
Our Services
As one of the most trusted and well-established financial management firms in Rochester, Brighton Securities is proud to offer a diverse array of financial services for individuals, families, and businesses throughout Rochester and all Western NY. Whether you’re an individual, family, self-employed, an established professional, or a thriving industry leader, our team of trusted financial planners and investment strategists is here to help provide perspective and a comprehensive understanding of your current financial state and develop financial strategies on how to achieve your short-term and long-term savings, financial and investment goals.
Financial Planning 
At Brighton Securities, we offer financial planning services to support our clients across various life stages, from recent graduates to those nearing retirement. We provide personalized advice financial services including:
- Retirement Planning
- Wealth Management
- Investment Strategies
- & More
Personal Savings Strategy
Our advisors help create attainable savings plans that adapt over time, balancing immediate needs like debt management with long-term financial aspirations. At Brighton Securities, our personal savings strategies include:
- Personal Savings Strategies
- Retirement Planning
- Individual Retirement Accounts
- IRA Rollovers
- 529 Plans & College Savings Strategies
- & More
Estate Planning
At Brighton Securities, we work closely with our clients and legal professionals to offer customized strategies to protect assets and meet individual wishes. Our approach provides estate planning services including:
- Preparation of Wills & Trusts
- Elder Care Trust Planning
- Asset Management & Protection
- & More
Insurance
As an independent firm, Brighton Securities collaborates with top providers, ensuring clients access a range of products suited to their financial objectives. Our insurance advisory services to help our clients incorporate insurance products, such as:
- Short & Long-term Disability
- Life Insurance
- Long-term Care Plans
- & More
Corporate Services
At Brighton Securities, our corporate services help provide financial guidance tailored to your individual business needs. We offer both small and large businesses throughout Western New York financial services including:
- Corporate Tax Planning
- Corporate Cash Management
- Qualified Plan Advisory
- & More
Tax Planning & Preparation
Brighton Securities tax preparation and planning services focus on tax efficiency, compliance, and tailored advice for individuals, businesses, and non-profits. Our tax and accounting services emphasize proactive planning including:
- Tax Planning & Preparation
- Small Business Advisory
- Estate & Trust Planning
- Non-profit Advisory
- & More
Financial Planning
Brighton Securities takes a teamwork approach to financial planning. Your Brighton Securities financial advisor will lead a team that can include your insurance advisor, accountant or tax planner, and legal counsel to understand and establish short-term and long-term financial goals. Together, with the support of the entire team, they’ll identify the individual steps needed to achieve those goals.
Savings Strategies
Every life stage brings different financial needs and obligations, so it’s never too early to start planning and saving. Working with Brighton Securities to develop a plan to better manage your current and future financial commitments – student loans, mortgage, college tuition, weddings, and, of course, retirement – is a great foundation for financial success.
Insurance
Insurance can be a critical part of your long-term financial plan. As an independent financial services firm, Brighton Securities has access to products from the nation’s leading insurance companies to help our clients protect, preserve and even continue to build their wealth.
Estate Planning
Building your wealth is important but preserving it for generations to come will help to ensure that your legacy lives on. Working alongside your tax and estate attorney, Brighton Securities will help you organize and inventory all of your accounts and assets, while making sure your beneficiary information is up to date. We’ll also work with you to determine who inherits your assets, how quickly they are paid out, and consult with you about potential tax consequences.
Tax Planning & Preparation
Tax planning goes hand in hand with financial planning. Brighton Securities can provide comprehensive tax planning and support, including preparation of your tax returns.
Corporate Services
So often, our client’s business interests are tied into their personal financials plans. Brighton Securities corporate financial professionals can help with everything from 401(k) plans and employee benefits, to tax planning, financial audits, and investment services.
Make Brighton Securities a Valued Member of Your Inner Circle
If you're ready to work with a financial services firm that will be there as a confident trusted advisor and friend, always staying one step ahead, guiding your investment strategies, and advocating for your success every step of the way, then contact Brighton Securities today.
We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client.
To schedule an appointment with one of our financial professionals, call Brighton Securities today in Rochester at 585.473.3590, or our Batavia office at 585.344.1850, or our Lockport office at 716.304.2102.
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