Join us tomorrow at 10am for The Power of Roths: Maximizing Your Financial Future! 🚀 Discover the power of Roth accounts and learn from Clara Sanguinetti, Financial Advisor, as you explore the fundamentals, tax advantages, and strategies for leveraging Roth IRAs and 401(k)s effectively. What you'll learn: ✅ Gain clarity on contribution limits, withdrawal rules, and advanced tactics for tax-efficient retirement and estate planning. ✅Learn to optimize investment choices within Roth accounts for long-term wealth accumulation and tax efficiency. ✅Whether aiming for a tax-free retirement or leaving a legacy, this webinar equips you with the foundational knowledge and strategies to help you take steps to achieve financial success. Register today to take control of your financial future with Roths and 401(k)s: https://lnkd.in/gcG7nyXJ #roth #IRA #investmentplanning #retirementplanning #taxplanning #wealthmanagement #trustedfinancialpartners #wewillbethere
Brighton Securities
Finanzdienstleistungen
Rochester, NY 1,643 followers
Trusted Financial Partners. We'll Be There.
Über uns
Serving as a Confident, Trusted Financial Advisor and Friend Since 1969 Brighton Securities is a local, independently owned, financial services firm headquartered in Rochester, New York with offices on Monroe Avenue in Brighton, Main Street in Batavia, and Market St. in Lockport. Established in 1969, Brighton Securities uses a client-focused approach to delivering wealth management and financial services that include: Financial Planning, Saving Strategies, Insurance Solutions, Estate Planning, Tax Planning & Preparation, Corporate Services and Modeled Investment Portfolios powered by Brighton Securities Capital Management. Our financial professionals serve individuals, couples, families, trusts, estates, as well as small- to medium-sized businesses with the 500+ years of combined experience in financial services that our team brings to the table. WEALTH MANAGEMENT YOU CAN TRUST We understand that your finances are your life’s work, and that every aspiration whether it’s a new home, paying for higher education, retiring, or starting your own business all depend on managing your income with a trusted financial expert. Trust is everything, especially in a relationship with your financial professional. It is our goal at Brighton Securities, to become a crucial member of your inner circle of close advisors who will help you achieve your life’s goals, and who will be there advocating for your success every step of the way. Brighton Securities will work with you to envision your future – developing and executing investment strategies that will help you to build and protect your wealth and help ensure the lifestyle you ultimately desire.
- Website
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http://www.brightonsecurities.com/
External link for Brighton Securities
- Industrie
- Finanzdienstleistungen
- Größe des Unternehmens
- 11-50 Mitarbeiter
- Hauptsitz
- Rochester, NY
- Typ
- In Privatbesitz
- Gegründet
- 1969
- Spezialitäten
- Comprehensive financial planning, investment advice, financial services, retirement planning, personal and business income tax preparation, and corporate payroll services
Standorte
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Primäre
1703 Monroe Avenue
Rochester, NY 14618, US
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212 Main Street
Batavia, NY 14020, US
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14 Market St
Lockport, New York 14094, US
Employees at Brighton Securities
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Jeanine Drake
Financial Advisor @ Brighton Securities | Series 7, 66
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Chuck Wade
Helping others maximize time and life experiences.
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Jordan Daniels
Chief People Officer | Candidate & Employee Experience | Recruitment | Culture Curator | Strategy Execution
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Sam DiNorma
Vice President - Financial Advisor at Brighton Securities
Aktualisierungen
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"Leave emotion behind when considering if AI is right for your portfolio" Learn more from Chuck Wade about what you should be concerned with when it comes to AI stocks & your investment portfolio: https://lnkd.in/gCxZBpJH #wealthmanagement #AI #artificialintelligence #trustedfinancialpartners #wewillbethere RBJ
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Back to School time is just around the corner! 📚 Are you an educator or a non-profit employee looking to better understand your 403(b) Retirement Plan? Join us this Thursday, August 15th at 10am for our informative webinar, "The ABC’s of 403(b): Understanding Your Retirement Plan for Educators and Non-Profits," presented by Joseph O'Hare. 🍎 This webinar is designed to demystify the 403(b) retirement plan, helping you make the most of this valuable benefit. Whether you're new to the 403(b) or looking to optimize your current plan, Joe will provide clear, actionable insights to help enhance your retirement planning strategy. Register today: https://lnkd.in/ghhMyTs4 #retirementplan #teacher #backtoschool #403b #wealthmanagement #trustedfinancialpartners #wewillbethere
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Are you facing a job change or considering one in the near future? Transitions in employment can be both exciting and challenging, especially when it comes to managing your finances. Join us August 8th at 10am for an insightful webinar, "Navigating Job Changes: Financial Strategies for Short-Term Stability & Long-Term Financial Planning," hosted by MELISSA TALARICO, CRPC®, a seasoned Financial Advisor at Brighton Securities. In this webinar, Melissa will provide valuable insights and practical advice on how to navigate the financial complexities that accompany job changes. Whether you're transitioning to a new role, dealing with an unexpected job loss, or planning for a career shift, this session will equip you with the knowledge and strategies to ensure both short-term stability and long-term financial health. Register Today: https://lnkd.in/gUFG_QqZ
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Meet Troy Nelson! We are pleased to introduce Troy Nelson as our newest Financial Advisor at Brighton Securities. As a strategic advisor, Troy focuses on building long-term relationships based on trust, transparency, and integrity. He is committed to understanding each client's unique needs and tailoring investment strategies accordingly. His comprehensive approach ensures that clients receive holistic financial solutions that address all aspects of their financial lives. A Rochester native, Troy is a proud graduate of Monroe Community College and Buffalo State University. When he's not in the office, you can find Troy golfing or enjoying quality time with his family and friends. Troy's dedication to exceptional service means that clients are always well-informed and confident in their financial decisions. He works closely with each client to develop customized plans that adapt to changing circumstances and their financial goals. Learn more about Troy today: https://lnkd.in/gaJNjf-x #wealthmanagement #financialplanning #trustedfinancialpartners #wewillbethere
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Register for our webinar on August 29th! https://lnkd.in/gjnrEjBh
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Register for our August 15th Webinar! https://lnkd.in/ghhMyTs4
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Register today! https://lnkd.in/gkTjtBzU
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Listen in as George Conboy, Chairman, discusses with Bob Lonsberry the current state of the stock market & more: ✅Unemployment trends ✅National debt concerns ✅Upcoming election ✅Insights on the real estate market ✅Broader economic perspectives https://lnkd.in/gEAavvkr #trustedfinancialpartners #wewillbethere #stockmarket #Volatility Wham 1180 Am
Bob Lonsberry - NewsRadio WHAM 1180
wham1180.iheart.com
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We’re proud to share that Brighton Securities has been named as the winner of Best Wealth Management Firm by the 2024 RBJ Reader Rankings.🏆 This prestigious recognition reflects our unwavering commitment to excellence in financial services and our dedication to the Rochester community. We extend our heartfelt thanks to everyone who nominated and voted for us. Your support is invaluable. A special acknowledgment goes our exceptional team whose dedication and hard work made this achievement possible. This award is a testament to your professionalism and commitment to providing outstanding service to our clients. We are honored to be recognized as the leader in wealth management and look forward to continuing our mission of helping clients achieve their financial goals. ✅Read more about Brighton Securities and see what our leaders and team have to say about this achievement: https://lnkd.in/gfv462x4 #ReaderRankings #wealthmanagement #trustedfinancialpartners #wewillbethere
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