Jolynne Burch: Financial Services Professional

Jolynne Burch: Financial Services Professional Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jolynne Burch: Financial Services Professional, Financial service, 400 Meridan Centre Suite 101, Rochester, NY.

I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.

07/30/2024

To retire comfortably, you need to know how much money you’ll need. Let’s make a plan.

Join Doug as he shares his story about how not having Disability Income Insurance has taken a financial and emotional to...
07/25/2024

Join Doug as he shares his story about how not having Disability Income Insurance has taken a financial and emotional toll.

Learn how not having disability income insurance affected Doug when he became disabled.

07/24/2024

Nearly half of all Americans feel they aren’t where they need to be when it comes to retirement planning. Let’s connect and build guaranteed lifetime income into your plan to help strengthen the road to your goals.

Contradictorily, they feel behind in saving enough to retire at an ideal age (60-69) - MassMutual

It’s never too early to invest for long term growth.  Let’s create a plan that grows with you.
07/24/2024

It’s never too early to invest for long term growth. Let’s create a plan that grows with you.

07/23/2024

Make sure your summer to-do list includes protecting your family with life insurance. Let’s connect.

Whether life goes according to plan, or throws a curveball, expenses will always need to be paid. Learn more about ways ...
07/19/2024

Whether life goes according to plan, or throws a curveball, expenses will always need to be paid. Learn more about ways to protect yourself, and let’s talk.

We all like to think serious illness, disability, and premature death won’t ever happen to us or to our loved ones. But what if they do?

Don’t let a permanent disability impact your family’s finances. Let’s talk about helping to preserve your income, no mat...
07/16/2024

Don’t let a permanent disability impact your family’s finances. Let’s talk about helping to preserve your income, no matter what.

Let’s connect this summer and discuss the benefits of owning life insurance, no matter where you are in life.
07/09/2024

Let’s connect this summer and discuss the benefits of owning life insurance, no matter where you are in life.

07/05/2024

You can’t predict the future, but you can plan for it. Let's talk about the right strategy for you.

What’s the financial and emotion burden of shouldering underestimated eldercare costs? Let’s talk about how we can creat...
06/26/2024

What’s the financial and emotion burden of shouldering underestimated eldercare costs? Let’s talk about how we can create a guaranteed income stream to help ease the burden through an annuity.

As the population ages, the question of how to provide care to older adults is increasingly on people's minds. Whether the best care is provided at home by loved ones or professional care providers is a question many struggle with. If the choice is made to care for loved ones at home, what is the fi...

06/26/2024

Today women control more than $10 trillion household financial assets—you’re just getting started. Let’s talk about managing that wealth.

Making sure your family has what they need tomorrow takes planning today. Let’s talk about building generational wealth ...
06/25/2024

Making sure your family has what they need tomorrow takes planning today. Let’s talk about building generational wealth that you can pass along.

Address

400 Meridan Centre Suite 101
Rochester, NY
14618

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