Financial Planning

We look forward to assisting you

From the recent college graduate just beginning their journey toward financial success, to those approaching retirement concerned about protecting their financial future, Brighton Securities offers a broad range of financial consulting and planning services to our clients in Rochester and across the United States.

Retirement Planning

A well thought out retirement plan begins with well-defined goals. 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. As a result of our team’s experience and expertise, you will be sure to receive financial advice that is suited to your individual financial needs and goals and appropriate for your life stage. At the same time, at Brighton Securities, you’ll work with an advisor who will offer unbiased advice based on the impartial analysis of all the financial options available to you.

Whether you're looking to rollover an IRA, set up a savings plan, or manage long-term planning strategies on your behalf, you can have complete confidence that the team at Brighton Securities will be there to help you build and protect their wealth and to help ensure the retirement lifestyle you desire.

Wealth Management

Protecting your well-earned nest egg takes just as much insight and dedication, as building your wealth. Brighton Securities is known for our team of industry-leading wealth management professionals based in Rochester and Batavia, NY. Our consultative, collaborative approach which often 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.

Expert 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.

Brighton Securities will work with you to envision your future – developing and executing investment strategies that will help you to build and protect your wealth and help ensure the lifestyle you ultimately desire.

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.