F

Family Wealth & Legacy, LLC

(on meridian centre)
Financial and Investment Services in Rochester, NY
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

200 Meridian Centre
Rochester, NY
14618

About

Family Wealth & Legacy, LLC. in Rochester, New York serving the diverse needs of family owned businesses throughout Upstate, NY. We help families with business development and executive compensation, comprehensive wealth management, estate  and tax reduction strategies, business succession, and managing the family legacy.

Photos

Family Wealth & Legacy, LLC Photo

Latest

According to Family Enterprise USA, family businesses in the US account for over 64% of GDP and employ 62% of the work force. In other words, they are the backbone of our economy. But success doesn’t come easy, only 13% are operating in the 3rd generation. The Family Biz Show is here to help. Listen in weekly to hear stories from other family businesses and industry thought-leaders so that you and your family not only survive but thrive. https://apple.co/32Y9z9g https://spoti.fi/32yB1LG Source: Family Enterprise USA. https://bit.ly/2EbsNzW PODCASTS.APPLE.COM ‎The Family Biz Show on Apple Podcasts
The current landscape and rules around retirement savings provide a number of strong incentives for you to consider setting up a Roth IRA this year. CNBC.COM What exactly is a Roth IRA — and why should you have one?
Modern families that educate each other, talk openly and create a unified plan can live purposeful lives and create a lasting family legacy. Contact me for more information. FORBES.COM How A Modern Family Can Cut Out Conflict And Create A Legacy
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Retirement plan participants who picture their ideal retirement save more. Ensure your employees save more for retirement by helping them envision their future retirements too. https://bit.ly/3kOWCFR
If the scariest thing your kids could do on Halloween is keep repeating the same old jokes they’ve been telling for months, show them this list. TODAY.COM MWA-HA-HA! Here are 75 of the best Halloween jokes for kids
#familybusiness ? Want to get an idea of the value of your business? https://bzq.io/2XGCihS
Ability and motivation to save are key challenges for some participants that want to save more for retirement. Learn strategies to help your employees save more and encourage any non-participants to enroll in your provided plan. https://bit.ly/33VGVWL
Business valuation matters - Get an idea of yours today! https://bzq.io/2XGCihS
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As Nike says... "Just Do It!"
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Mic drop!
#familybusiness
Have you thought about how your child with special needs will be cared for without your income? With proper planning, you can ensure your child has the income they need, now and for the future. https://bit.ly/2X7shc7 THESIMPLEDOLLAR.COM How to Plan (& Provide) for a Child with Special Needs | The Simple Dollar
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Information

Company name
Family Wealth & Legacy, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Family Wealth & Legacy, LLC in Rochester NY?
    You can reach them at: 585-350-7273. It’s best to call Family Wealth & Legacy, LLC during business hours.
  • What is the address for Family Wealth & Legacy, LLC on meridian centre in Rochester?
    Family Wealth & Legacy, LLC is located at this address: 200 Meridian Centre Rochester, NY 14618.
  • What are Family Wealth & Legacy, LLC(Rochester, NY) store hours?
    Family Wealth & Legacy, LLC store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.