Rochester: 585.473.3590
Batavia: 585.344.1850
Lockport: 716.304.2102

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Financial Planners in Rochester NY

Creating a financial agenda that meets your budget and timeframe might sound simple in theory, but there's more to it than most people take into consideration.  Staying on top of your investments in an emerging global economy is not for the ambiguous, it takes a keen market eye and the vast knowledge that only comes from decades of top-tier experience in the financial markets.  These are two of the many reasons why Brighton Securities stands alone when it comes to financial planning for our clients in Rochester and 33 states across the country.

From the recent college graduate just starting their financial journey, to our clients approaching retirement concerned with protecting their financial future, Brighton Securities offers a broad range of financial consulting and planning services to our clients in Rochester and throughout  the United States.

Retirement Planning

A well thought out retirement plan begins with defining a sound and achievable goal.  Since our founding in 1969, the financial experts at Brighton Securities have provided exceptional retirement planning, serving the needs of individuals of every age and background.  Whether you're looking to rollover an IRA, set up a savings plan, or looking for us to execute a strategy on your behalf, you can have complete confidence in the knowledge that the team at Brighton Securities will help you to navigate and understand the process at each step of the way.

Unbiased Advice

With such a wide assortment of options when it comes to investing, it’s important to have an advisor who offers unbiased advice based on the impartial analysis of all the financial options available to you.  Brighton Securities has been building financial plans for our clients for nearly five decades, and based on our team’s experience working with nearly 10,000 clients, you will be sure to receive financial advice that is suited to your individual financial needs and goals.

Wealth Management

Achieving your financial goals is one thing; protecting your nest egg takes just as much insight and dedication.  Brighton Securities is known for our team of industry-leading wealth management professionals based in Rochester and Batavia, NY.  A solid financial plan often utilizes a consultative approach which often involves a collaborative approach that involves your Brighton Securities Financial and Tax professionals in order to provide a tax efficient framework for your financial goals and the steps you need to take in order to achieve those goals.

Unsurpassed Financial Planning Services in Rochester

When it’s the culmination of your life’s work at stake, it’s imperative to work with financial professionals who understand and embrace your unique financial goals. Throughout our over 50 years of experience, Brighton Securities has navigated numerous unique situations and will help provide you with a financial plan that is tailor made to your goals.

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.  We look forward to assisting you in taking the first step to achieving your goals.

We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of your financial plan.

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