Defreze Financial Services

Defreze Financial Services "Plan for Tomorrow, Live for Today." Call us today for your free consultation. Owned and operated by Robert L. DeFreze and family. Inc. Member FINRA/SIPC.

With over 35 years of experience as a financial adviser, DeFreze Financial Services was founded by Bob in 2003. The goal of providing high-quality independent service for independent investors is always addressed with a "client first" attitude. Services offered include but are not limited to: Retirement Investments (IRA, Roth IRA, 401k, 403b, and more), Non-Retirement Investments, Education Saving

s (Coverdell IRA, 529 Plan), Employer Sponsored Plans (Simple IRA), Gift Accounts (UTMA, UGMA), Fixed & Variable Annuities, Life Insurance and Long-Term Care.


*Securities offered through Cadaret, Grant, & Co. Cadaret Grant and DeFreze Financial Services are separate entities.

*Any and all reviews or endorsements given by clients on this page are given on their own accord without request or compensation from DeFreze Financial Services. These comments are based on their own personal experience and opinion and are in no way meant to represent a guarantee of performance.

*We will never post any direct recommendations or discuss current or potential clients' accounts or strategies via facebook. If you wish to discuss such matters please feel free to message us directly (but not in the chat feature), email, or call

🌞 Savor Summer, Secure Your Future 🌞With DeFreze Financial ServicesWhether you’re dreaming of beach getaways, backyard u...
07/01/2025

🌞 Savor Summer, Secure Your Future 🌞
With DeFreze Financial Services

Whether you’re dreaming of beach getaways, backyard upgrades, or building long-term wealth — a solid financial plan is your strongest summer accessory. ☀️💼

📈 Now is the perfect time to:
✅ Set clear goals
✅ Get expert guidance
✅ Build a plan that supports your lifestyle — all year long

Our experienced advisors are here to help you make the most of today while planning wisely for tomorrow.

📞 Book your free consultation today and let’s create your financial blueprint together!

👉 www.defrezefinancial.com
💡 DeFreze Financial Services – Planning today. Protecting tomorrow.

11/01/2024
What will your family do if you can't earn an income? Here are steps you can take today.
02/26/2024

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
02/23/2024

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
02/20/2024

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

How will your investments weather the ups and downs of the business cycle?
02/15/2024

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
02/13/2024

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

There are billions in unclaimed dollars in the US. Is some of that yours?
02/08/2024

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Your financial future is calling. Develop a strategy for your investments today.
02/06/2024

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

Protecting you or your company from a civil claim may require an coverage you have never heard of.
02/01/2024

Protecting you or your company from a civil claim may require an coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
01/30/2024

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
01/25/2024

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

Address

728 Weiland Road
Rochester, NY
14626

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+15856970430

Website

Alerts

Be the first to know and let us send you an email when Defreze Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Defreze Financial Services:

Shortcuts

Share

Category