Broker Check

3

Financial Professionals

45

Years of experience

1

Local Offices

We Stay Focused on Market Trends, so You Don't Have To

Risk Number

Risk Number

Ever wonder what level of risk you are willing to accept in your investment portfolio? Click below to identify your personal Risk Number.


4 Cornerstones of Financial Planning

4 Cornerstones of Financial Planning

Flower City Advisory has a single purpose: to help people secure their future and protect the ones they love. That commitment remains our guiding principle. It's behind everything we do and every decision we make. We spend time getting to know you, your family, and/or your business. We ask questions that help us understand your goals, and we provide wealth management strategies and insurance solutions to accomplish your objectives.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

Financial Planning

Investments Management

Retirement
Planning

...And
More!

Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.
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The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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Learn How We Can Help You

Schedule a Meeting