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.

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Learn More

Learn How We Can Help You

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