Rochester Wealth Solutions

Rochester Wealth Solutions is a wealth management firm in Monroe, NY. The firm focuses on retirement planning, with a stated goal of helping clients avoid running out of money in retirement. It serves Rochester and Monroe County residents with financial planning, investment management, tax and estate planning strategies, and risk management. The firm offers a no-cost, no-commitment initial consultation and review. The firm was founded by Matthew M. Corrigan, a Certified Retirement Counselor (CRC) and financial advisor with over two decades of experience. The team includes Thomas R. Metzler, a financial advisor with over four decades of experience. Together, the team brings over six decades of experience in financial planning and investment management. The firm's process includes analyzing a client's current financial situation, setting realistic goals, creating a roadmap, and providing ongoing reviews and monitoring to keep plans aligned with changing life circumstances. Services also include working with a client's CPA for tax-efficient investment choices and with an attorney for estate planning strategies. The firm is based in Rochester, NY, and emphasizes local expertise, understanding the specific financial landscape and needs of Rochester residents. It describes itself as a local business committed to serving the community. The firm holds a Certified Retirement Counselor designation conferred by InFRE, and its founder has completed extensive coursework and training in retirement planning. The firm's track record spans decades, and it has helped numerous clients pursue their financial objectives. It is known for its client-centered approach, prioritizing client goals and providing ongoing support and guidance.

Services:

• Financial Advisor
• Financial Planning
• Investment Management
• Ongoing Reviews & Monitoring
• Wealth Management