Our Approach

At Council Rock Wealth Advisory Group, we are committed to offering comprehensive advice and personalized financial care for all of your wealth management needs. We take the time to listen to you and understand your goals, and then help you build a plan to reach them. Our advisors take the time to educate and advise you so that you are empowered to make the best financial decisions based on your individual goals. We want to be Rochester, NY’s go-to resource for retirement planning and assisting with 401(k)and IRA rollovers. Together, we’ll work through the options available to help you pursue your retirement goals.

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Background and qualification information is available at FINRA's BrokerCheck website


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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)