Business Details
Your Trusted Financial Partner in Rochester, NY
Rochester Investments is a dedicated financial advisory firm committed to helping individuals and businesses achieve long-term financial stability. With a focus on personalized wealth management, we specialize in retirement planning, investment management, tax strategies, and estate planning. Our team combines deep expertise in investments, analytical insights, and tax knowledge to create tailored solutions that align with clients' unique goals. We serve clients across New York and other U.S. states, offering both in-person and online meetings to accommodate diverse needs.Our approach emphasizes understanding clients' life priorities and evolving circumstances to provide strategic guidance. We pride ourselves on transparency, continuous learning, and maintaining the highest standards of professionalism. By focusing on intergenerational financial planning and efficient wealth transfer, we help clients preserve their legacies while managing tax implications. Our commitment to client well-being drives every decision we make.
Services
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Business Planning
Highlights and features
- We specialize in retirement planning for clients within 10 years of retirement
- Our team combines investment expertise with tax planning knowledge
- Registered with the U.S. Securities and Exchange Commission
- Offer personalized wealth management strategies tailored to individual needs
- Focus on intergenerational financial planning and estate preservation
Services
Retirement Planning
We help clients navigate retirement transitions by evaluating 401K, 403B, 457, IRA, and Roth IRA accounts. Our experts assist with Social Security timing, Medicare selection, and tax-efficient withdrawal strategies. We specialize in creating personalized retirement income plans that balance growth potential with wealth preservation.
Investment Management
Our investment strategies combine stocks, bonds, ETFs, and fixed income instruments to create diversified portfolios. We focus on long-term growth while managing risk through regular portfolio rebalancing. Our approach adapts to changing market conditions and evolving client needs throughout different life stages.
Tax Planning
We develop tax-efficient investment strategies to minimize liabilities during retirement. Our services include analyzing tax implications of retirement distributions and creating plans for efficient wealth transfer. We coordinate with tax professionals to ensure comprehensive tax planning solutions.
Estate Planning
Our estate planning services focus on creating legacy strategies that align with clients' wishes. We help establish trusts, coordinate beneficiary designations, and develop plans for intergenerational wealth transfer. Our approach considers both financial objectives and family dynamics.
Business Planning
We assist business owners with retirement plan setup including 401K, pension, and SEP IRA options. Our services cover executive benefits, business succession planning, and tax-efficient strategies for business owners. We help implement plans that support both business goals and personal retirement objectives.
People
Diana Apostolova
Financial Advisor
Diana Apostolova specializes in retirement planning for clients within 10 years of retirement. With extensive experience in investment management, she creates personalized strategies focusing on long-term financial stability. Diana values building lasting relationships with her clients and prioritizes their evolving financial needs.
Questions
What retirement planning services do you offer?
We help with 401K rollovers, Social Security timing, Medicare selection, and tax-efficient retirement income strategies tailored to your specific situation.
What investment strategies do you use?
We create diversified portfolios using stocks, bonds, ETFs, and fixed income instruments focused on long-term growth and risk management.
Are you registered with the SEC?
Yes, Rochester Investments is a registered investment advisor firm with the U.S. Securities and Exchange Commission.
Do you work with out-of-state clients?
Yes, we provide financial advisory services to clients across New York and other U.S. states through online and in-person meetings.
Reviews (3)
Albena Green
Jan 01, 2022
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Positive:Professionalism,Quality,Responsiveness,Value
I highly recommend Diana Apostolova from Rochester Investments. Shes done an unbelievably awesome job with my investments and have grown my accounts by the hundreds of thousands. Can't thank her enough!!!
I highly recommend Diana Apostolova from Rochester Investments. Shes done an unbelievably awesome job with my investments and have grown my accounts by the hundreds of thousands. Can't thank her enough!!!
Paula Meyers
Nov 28, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I moved my investments to her years ago and I am so happy that I did that. My accounts have grown tremendously over the years.
I moved my investments to her years ago and I am so happy that I did that. My accounts have grown tremendously over the years.
Tania Whitehouse
Nov 11, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I retired back in 2015 and I am so happy I chose Diana Apostolova as my financial advisor. She's done an awesome job with my investments. Makes me so comfortable to know that someone like her is taking care of me and my family.
I retired back in 2015 and I am so happy I chose Diana Apostolova as my financial advisor. She's done an awesome job with my investments. Makes me so comfortable to know that someone like her is taking care of me and my family.
