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<strong>A Greater Rochester Area's&#160;</strong>Leading Financial Guide

A Greater Rochester Area's Leading Financial Guide

Put our proven record of community enrichment in your corner. Wherever you want to go, we're ready to help at every step of the journey.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Experience Matters

Experience Matters

With over 40 years of experience providing financial guidance for families in our community, 

we understand that planning is not a one size fits all solution.


We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving assets. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Who We Are

How We Can Help

In addition to working toward real, year-after-year growth on your behalf, we'll simplify your financial life and provide the freedom to focus on what matters most: Our Community.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team supporting you every step of the way.

Lifestyle

Dream big, have fun, and watch your finances potentially grow. It's time to maximize the return on your life.

Investment

With decades of experience, our investment gurus are always ready to support you in every way.

Tax Planning Strategies

If you’re looking for tax knowledge that rivals the IRS, from the everyday tax issues to the obscure, we have you covered.


Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Estate Planning Strategies

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate planning strategy perfect for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you generate wealth now while we build the perfect tomorrow.

Speak with a neighborhood advisor to learn how<strong> we help you reach your goal.</strong>

Speak with a neighborhood advisor to learn how we help you reach your goal.

Fairport's Financial Advisors

We are committed to our clients and community. Being a second generation family business keeps our roots local. Both Michael and Jessica live in Fairport with raising her young children to follow her upbringing. With strong involvement in area organizations and charities, they are invested in continuing to grow their outreach locally for years to come.

See What Our Clients Have to Say

"Jessica’s work with me has been excellent. Her approach to our savings goals are with the utmost patience, professionalism, and industry knowledge. I understand that Jessica always has my best interest at the forefront when she makes suggestions."

Chris K.
Client



The client statements shown here may not be representative of the experience of other clients, and is no guarantee of future performance or success. Actual results will vary.

"Mike and his team provide world-class financial advice on a very personal level."

George C.
Client and Retiree



The client statements shown here may not be representative of the experience of other clients, and is no guarantee of future performance or success. Actual results will vary.

"We have been working with Jessica for over 5 years now and she is incredibly helpful and knowledgeable. She always take the the time to answer our questions and we have peace of mind knowing we have already started planning for the future."

Jacque O.
Client



The client statements shown here may not be representative of the experience of other clients, and is no guarantee of future performance or success. Actual results will vary.

Call Us

585-377-2500

Address

30 Liftbridge Lane East, Suite 120

Fairport, NY 14450