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Estate & Financial Planning AssociatesFinancial advisor in Rochester, NY

Estate & Financial Planning Associates is a financial advisor at 1200 Jefferson Rd #200, Rochester, NY 14623, rated 3.0 from 2 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Rochester, NY0 paid placements in any rankingHow we rank

Call (585) 442-4740Website ↗

Key facts

Key facts about Estate & Financial Planning Associates
Address1200 Jefferson Rd #200, Rochester, NY 14623Get directions
Phone(585) 442-4740
Websiteestateandfinancialplanning.org
HoursMonday to Friday: 9:30 AM – 5 PM
Google rating3.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial Plannersbusiness name

Service area

Serves Rochester and 5 towns within 25 miles: Brighton, Gates-North Gates, Irondequoit, Greece and Canandaigua.

Based in Rochester, NYView on map

Opening hours

Opening hours for Estate & Financial Planning Associates
DayHours
Monday9:30 AM – 5 PM
Tuesday9:30 AM – 5 PM
Wednesday9:30 AM – 5 PM
Thursday9:30 AM – 5 PM
Friday9:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Estate & Financial Planning Associates

What are Estate & Financial Planning Associates’ hours?

Estate & Financial Planning Associates is open Monday to Friday. Its listed hours are Monday to Friday, 9:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Estate & Financial Planning Associates serve?

Serves Rochester and 5 towns within 25 miles: Brighton, Gates-North Gates, Irondequoit, Greece and Canandaigua. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Estate & Financial Planning Associates?

Estate & Financial Planning Associates has a rating of 3.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Estate & Financial Planning Associates?

Call Estate & Financial Planning Associates on (585) 442-4740. The business is at 1200 Jefferson Rd #200, Rochester, NY 14623. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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