Beltz Ianni & Associates

Beltz Ianni & Associates Serving western New York since 2001, Beltz Ianni & Associates is a comprehensive financial services

Beltz Ianni & Associates is focused on helping people prepare for and maintain a successful retirement. In addition to managing the wealth and health concerns of employees through their retirement plan, group benefits and group health care services, Beltz Ianni & Associates provides retirement, insurance planning and investment planning for individual clients.

Address

One Bausch & Lomb Place, Suite 900
Rochester, NY
14604

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(585) 340-5200

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Our Story

Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates is a comprehensive financial services firm, focused on helping people prepare for and work toward a successful retirement. In addition to managing the wealth concerns of employees through their retirement plan services, Beltz Ianni & Associates provides retirement, insurance, and investment planning for individual clients.

Securities offered through LPL Financial. Member FINRA/SIPC. www.finra.org and www.sipc.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, LA, MA, ME, MI, MN, MO, NH, NJ, NY, NC, NV, OH, PA, SC, TX, UT, VT, WI, WV.