Ziad Wehbe, CRPS - Wealth Management & Investment Advisory

at , Rochester , 14618 United States

1. Estate Planning
2. Investing Service
3. Financial Planning
4. Bank/Financial Service

My philosophy is very simple - "Always do what's right for your client"!

Description

I am an independent Wealth Management Advisor and Chartered Retirement Plans Specialist professional designation holder. I help individuals, families, business owners and professionals plan for their financial futures. I utilize a goals-based financial planning process with a focus on what is really important to my clients. Here are some of my areas of expertise: - Goals-based Financial Planning - Investment and Portfolio Management - Socially Responsible Investing - Separately Managed Accounts - Tax-Managed Investing - Alternative Investments (Accredited) - Concentrated Stock Positions - Business Succession Planning - Retirement Income Planning - Educational Planning - Pension and Retirement Plan Consulting - Wealth Transfer and Estate Planning - Risk Management and Insurance Services - Business Owner and Executive Solutions DISCLOSURE: Ziad Wehbe is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc. Member FINRA / SIPC, a registered broker-dealer. Additional Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor. Investments in securities involve risk, including the potential loss of principal invested. This communication is strictly intended for individuals residing in the states of (NY and CA ). No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. The site may contain links to articles or other information that are contained on a third party website. Royal Alliance Associates, Inc does not endorse or accept responsibility for the content, or the use, of the web site. Royal Alliance Associates, Inc assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Royal Alliance Associates, Inc is not affiliated with Facebook. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that Facebook may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 585-230-6986.

Opening time

• Mondays: 08:30- 18:30
• Tuesdays: 08:30- 18:30
• Wednesdays: 08:30- 18:30
• Thursdays: 08:30- 18:30
• Fridays: 08:30- 18:30

Company Rating

144 FB users likes Ziad Wehbe, CRPS - Wealth Management & Investment Advisory, set it to 3 position in Likes Rating for Rochester, United States in Bank/Financial Service category

Summary

Ziad Wehbe, CRPS - Wealth Management & Investment Advisory is Rochester based place and this enity listed in Estate Planning category. 14618. Contact phone number of Ziad Wehbe, CRPS - Wealth Management & Investment Advisory: (585) 230-6986