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        (585) 340-5200Visit WebsiteMap & Directions280 Kenneth Dr Ste 110Rochester, NY 14623

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        General Info
        Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement.
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        Services/Products
        Beltz Ianni & Associates provides company retirement plan business services including fiduciary consulting, fee bench marking, investment management, and employee education. Beltz Ianni also delivers retirement, insurance, and investment planning for individual clients.Securities and investment advisory services provided through Cadaret, Grant & Co., Inc. (One Lincoln Center, Syracuse, NY 13202, 315-471-2191), Member FINRA/SIPC. Beltz Ianni & Associates and Cadaret, Grant are separate entities. Securities licensed in NY. Check the background of investment professionals on FINRA’s BrokerCheck (https://brokercheck.finra.org/).
        Other Link

        http://www.beltz-ianni.com

        Categories
        Employee Benefit Consulting Services, Insurance, Investment Management, Retirement Planning Services

        Details

        Phone: (585) 340-5200

        Address: 280 Kenneth Dr Ste 110, Rochester, NY 14623

        Website: http://www.beltz-ianni.com

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