Rochester Investments

Rochester Investments We provide investment management, retirement planning, estate planning, financial and tax strategies. Call us at 585-568-6656.

Address

1580 W Ridge Road
Rochester, NY
14615

Opening Hours

Monday 9:30am - 4pm
Tuesday 9:30am - 4pm
Wednesday 9:30am - 4pm
Thursday 9:30am - 4pm
Friday 9:30am - 4pm

Telephone

+15855686656

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Our Story

I assist my clients protect their assets and invest wisely through wealth accumulation, retirement planning, and tax strategies. Call me at (585) 568-6656 or email me at [email protected] to talk about your financial goals.

I was born in a very poor family in Bulgaria, and from early on I learned the value of money and how to live on a budget. Graduating from high school I was supposed to become an engineer since I was great at math. Ended up studying Economics and Finance in Malta where I lived for about 5 years and then in England. Love travelling and eating international vegan food like Chinese, Mexican, Indian, etc, the spicier the better. I've been vegetarian and then vegan for over 15 years. I speak Bulgarian, some Russian, and English as a second language. I really enjoy ancient history and I'm really passionate about helping people with their investments and financial planning.

I can help set up and manage plans like: - 401K and 403B plans - Pension plans - Key employee benefits - Buy - Sell agreements - Business exit strategies - Life insurance - Long Term Care insurance

- Group Benefits: Life, Disability Income, Dental and Vision Plans.