Broker Check

3

Consultants

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!

Tips and Resources

The latest topics in our library to Inform and Inspire.

Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn More

Learn How We Can Help You

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