Lutz & Associates Wealth Strategists

(on park avenue)
Financial and Investment Services in Rochester, NY
Financial and Investment Services

Location

600 Park Avenue
Rochester, NY
14607

About

We believe that most people are experiencing some internal turmoil over the “right” thing to do with their finances. Whether it be over cash flow decisions, estate planning, wealth management, investing, social security choices, business succession or even competing goals such as paying for college and being able to retire.

Photos

Lutz & Associates Wealth Strategists Photo Lutz & Associates Wealth Strategists Photo Lutz & Associates Wealth Strategists Photo Lutz & Associates Wealth Strategists Photo

Services

  • Wealth Protection Review
  • Investment Analysis & Management
  • Retirement Income Planning
  • Estate Planning
  • Business Succession Planning

Latest

No matter what business you’re in, once you start hiring employees, you get into the people business. LUTZANDASSOCIATES.COM Business Boosters: Holding on to Talent
How does your family (money) tree grow? LUTZANDASSOCIATES.COM Your Financial Family Tree
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies LUTZANDASSOCIATES.COM Personal Finance Tips for Military Families
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles. LUTZANDASSOCIATES.COM The Business Cycle
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance LUTZANDASSOCIATES.COM Is Term Life Insurance for You?
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity LUTZANDASSOCIATES.COM Important Birthdays Over 50
Your #creditscore may impact what you pay for auto and home #insurance. LUTZANDASSOCIATES.COM Does Your Credit Score Affect Your Insurance Rates?
The 12 Steps to Living Confidently: How to Cut Your Expenses LUTZANDASSOCIATES.COM The 12 Steps to Living Confidently: How to Cut Your Expenses
When was the last time you updated your will? LUTZANDASSOCIATES.COM Will Power
What do golf and personal finances have in common? A lot of things, but the key is confidence. LUTZANDASSOCIATES.COM Infographic: Personal Finances Are Like A Game of Golf
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard LUTZANDASSOCIATES.COM Weighing the Benefits of Prepaid Debit Cards
Learn how your personality influences your financial views. Our retirement planning tool can help you create the kind of future you envision. LUTZANDASSOCIATES.COM How Do You View Your Future?
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS LUTZANDASSOCIATES.COM TIPS for Inflation
Here are 4 unexpected locations that make great places to #raise your #family. LUTZANDASSOCIATES.COM Four Great, Unexpected Places to Raise a Family
How prepared are you for retirement? LUTZANDASSOCIATES.COM The Pre-Retirement Checklist
Have you heard these three common misconceptions about #SocialSecurity? LUTZANDASSOCIATES.COM Don't Buy The Hype
Most Americans are not saving enough. That leaves them vulnerable should financial emergencies arise. LUTZANDASSOCIATES.COM Protection from a Financial Emergency
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss. LUTZANDASSOCIATES.COM Protecting Your Home Against Flood Loss
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit LUTZANDASSOCIATES.COM What If You Get Audited?
You can’t prevent unplanned interruptions to your income but you can put measures in place to help you replace a portion of that income if the unexpected happens. LUTZANDASSOCIATES.COM The Big Little Things: 5 Easy Ways to Protect Your Money
When considering a record keeping system for your business, you need to ask yourself some very important questions LUTZANDASSOCIATES.COM Keeping Good Records is Good Business
Think about your investment in your business. It’s not simply a business, it’s your life’s work. LUTZANDASSOCIATES.COM Keeping Your Business Strong
Starting a small business? First, take care of the basics. 5 essential steps to help position your new business for success. LUTZANDASSOCIATES.COM The 12 Steps to Living Confidently: The Small Business Dream
Does your #insurance cover you if you get into an accident with an uninsured driver? LUTZANDASSOCIATES.COM Protection Against Uninsured Drivers
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help ease parental concerns. LUTZANDASSOCIATES.COM Retirement Planning With Your Special Needs Child in Mind
Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk. LUTZANDASSOCIATES.COM 6 Strategies to Help You Prepare for Living on Retirement
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. LUTZANDASSOCIATES.COM Tax Rules When Selling Your Home
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more. LUTZANDASSOCIATES.COM Infographic: Whole Life Insurance Can Be an Essential Piece
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons. LUTZANDASSOCIATES.COM Four Really Good Reasons to Invest

Information

Company name
Lutz & Associates Wealth Strategists
Category
Financial and Investment Services

FAQs

  • What is the phone number for Lutz & Associates Wealth Strategists in Rochester NY?
    You can reach them at: 585-264-1111. It’s best to call Lutz & Associates Wealth Strategists during business hours.
  • What is the address for Lutz & Associates Wealth Strategists on park avenue in Rochester?
    Lutz & Associates Wealth Strategists is located at this address: 600 Park Avenue Rochester, NY 14607.