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Retirement PlanningFinancial advisor in Rochester, NY

Retirement Planning is a financial advisor at 755 Jefferson Rd 2nd Floor, Suite 200, Rochester, NY 14623, ranked #49 of 73 financial planners in Rochester and rated 3.2 from 5 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, NYUpdated 0 paid placements in any rankingHow we rank

Call (585) 465-5065Website ↗

Key facts

Key facts about Retirement Planning
Address755 Jefferson Rd 2nd Floor, Suite 200, Rochester, NY 14623Get directions
Phone(585) 465-5065
Websiteretirementoptimizationgroup.com
HoursMonday to Friday: 8 AM – 4:30 PM
Google rating3.2 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Retirement Planningbusiness 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 Retirement Planning
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Retirement Planning

How is Retirement Planning ranked in Rochester?

Retirement Planning is ranked #49 of 73 financial planners in Rochester by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Retirement Planning’s hours?

Retirement Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Retirement Planning 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 Retirement Planning?

Retirement Planning has a rating of 3.2 from 5 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 Retirement Planning?

Call Retirement Planning on (585) 465-5065. The business is at 755 Jefferson Rd 2nd Floor, Suite 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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Compare nearby financial advisors

Retirement Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Retirement Planning (this business)—673.2 (5)NoNo
Regent Financial Group Llc#47675.0 (3)YesYes1.9 mi
ESL Investment Services, LLC#48675.0 (3)YesNo4.7 mi
Financial Strategies Group#50675.0 (3)NoNo5.8 mi

See all 73 ranked financial planners in Rochester