Family Wealth & Legacies
Contact
- Address
- 200 Meridian Centre Boulevard Suite 150, Rochester, New York, 14618
- Phone
- (585) 350-7273
- Website
- familywealthandlegacy.com/
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 09:00am – 06:00pm |
| Tuesday | 09:00am – 06:00pm |
| Wednesday | 09:00am – 06:00pm |
| Thursday | 09:00am – 06:00pm |
| Friday | 09:00am – 06:00pm |
| Saturday | Closed |
Description
Our goal at Family Wealth and Legacy is to provide a sense of security for our clients through comprehensive private wealth management, strategic business planning and multi-generational planning. Our clients benefit from our unique technical capabilities and our love of everything family and business. We understand, better than most, that family businesses require a different set of skills than non-family owned companies. We vow to be constant learners, focused on family-owned businesses, in order to best serve the needs of a thriving family enterprise.