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!

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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Learn How We Can Help You

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