Company Information

Get to know Rochester Wealth Management Group

Rochester Wealth Management Group is an independent financial services firm based in Pittsford, New York. Affiliated with LPL Financial, the firm operates on a fiduciary standard, focusing on providing personalized and objective financial guidance. Their services encompass investment management, retirement planning, estate planning, and risk management, tailored to help individuals, families, and business owners navigate their financial futures. The group emphasizes building long-term client relationships based on trust and a deep understanding of individual financial goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Other Service

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Rochester Wealth Management Group

United States

Founded in

01 Jan 2005 (21 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.