Robert A Rolfe, Wealth Manager, Excelsior Wealth Partners Oswego

Robert A Rolfe, Wealth Manager, Excelsior Wealth Partners Oswego Excelsior Wealth Partners Oswego specializes in Retirement Strategies, Wealth Management, and Financial Planning.

Here at Excelsior Wealth Partners Oswego,, our customized programs are designed to help grow, protect, and conserve our client's wealth by delivering personalized service and experience. Over the years, I have helped many people construct roadmaps to their future, and arrive at their life's destinations successfully. My processes have helped enable my clients and me as their advisor, to work in ha

rmony together. Retirement Planning, Strategic Wealth Management, Life and Disability Income Insurance, Long Term Care Insurance, College Funding, Business Succession Planning, Business Benefits and Retirement Plans, Tax Reduction Strategies, Income Planning

Securities and investment advisory services offered through OSAIC WEALTH, INC., member FINRA/SIPC. OSAIC WEALTH is separately owned and other entities and/or marketing names, products, or services referenced here are independent of OSAIC WEALTH.

05/29/2026
Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “T...
05/25/2026

Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “Those who have long enjoyed such privileges as we enjoy forget in time that men have died to win them.” – Franklin D. Roosevelt

05/22/2026

I will start sharing common client questions I encounter in my interaction with clients in my role as their Wealth Manager.
Today's question is one I hear regularly from clients of all ages.

Q: How often should I review retirement & investments?

A: Quarterly check-in, yearly deep review, and after big life changes—so your plan stays on track.

Happy 85th Birthday🎂🎂😄😄 to my Mother, Kathryn Rolfe. We had a wonderful party commemorating this event on her birthday S...
05/22/2026

Happy 85th Birthday🎂🎂😄😄 to my Mother, Kathryn Rolfe. We had a wonderful party commemorating this event on her birthday Saturday May 16th, 2026. It was widely attended by family and friends. A good time was had by all. Here's to many more memories to make.

Address

35 E 1st Street
Oswego, NY
13126

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13152164052

Website

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