Lutz & Associates Wealth Strategists

( 1 Reviews )

600 Park Avenue
Rochester, NY 14607
(585) 264-1111
Website

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Hours

Friday:

8:30 AM - 4:30 PM

Saturday:

Closed

Sunday:

Closed

Monday:

8:30 AM - 4:30 PM

Tuesday:

8:30 AM - 4:30 PM

Wednesday:

8:30 AM - 4:30 PM

Thursday:

8:30 AM - 4:30 PM

CALL DIRECTIONS WEBSITE REVIEWS

Chamber Rating

Verified Member

5.0 - (1 reviews)

About
^{Lutz & Associates Wealth Strategists}

We believe that most people are experiencing some internal turmoil over the â€œrightâ€ thing to do with their finances. Whether it be over cash flow decisions, estate planning, wealth management, investing, social security choices, business succession or even competing goals such as paying for college and being able to retire.

Contact Info

(585) 264-1111
Website
Facebook

Products

403(b)
Disability Income Insurance
Employer Sponsored Retirement Plans
Group Benefits
Key Employee Reward Programs
Life Insurance
Long Term Care Insurance
Mutual Funds
Roth IRA’s
Traditional IRA’s
Variable & Fixed Annuities

Services

Business Succession Planning
Estate Planning
Investment Analysis & Management
Retirement Income Planning
Wealth Protection Review

Questions & Answers

Q What is the phone number for Lutz & Associates Wealth Strategists?

A The phone number for Lutz & Associates Wealth Strategists is: (585) 264-1111.

Q Where is Lutz & Associates Wealth Strategists located?

A Lutz & Associates Wealth Strategists is located at 600 Park Avenue, Rochester, NY 14607

Q What is the internet address for Lutz & Associates Wealth Strategists?

A The website (URL) for Lutz & Associates Wealth Strategists is: http://www.lutzandassociates.com

Q How big is Lutz & Associates Wealth Strategists?

A Lutz & Associates Wealth Strategists employs approximately 20+ people.

Q What days are Lutz & Associates Wealth Strategists open?

A Lutz & Associates Wealth Strategists is open:
Friday: 8:30 AM - 4:30 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 4:30 PM
Tuesday: 8:30 AM - 4:30 PM
Wednesday: 8:30 AM - 4:30 PM
Thursday: 8:30 AM - 4:30 PM

Q How is Lutz & Associates Wealth Strategists rated?

A Lutz & Associates Wealth Strategists has a 5.0 Star Rating from 1 reviewers.

Hours

Friday:

8:30 AM - 4:30 PM

Saturday:

Closed

Sunday:

Closed

Monday:

8:30 AM - 4:30 PM

Tuesday:

8:30 AM - 4:30 PM

Wednesday:

8:30 AM - 4:30 PM

Thursday:

8:30 AM - 4:30 PM

Ratings and Reviews
^{Lutz & Associates Wealth Strategists}

Overall Rating

( 1 Reviews )

Write a Review

Kelli McLeod - Director of Client Services _{on Google}

Nov 28th, 2018

At Lutz and Associates, experienced wealth strategists help guide and advise their clients on how to protect and increase their wealth, leading to peace of mind and security. Carl Lutz, Chartered Financial ConsultantÂ®, evaluates his clients entire financial picture and then helps strategize ways to accomplish their goals and protect and grow their finances. Carl builds strong relationships with his clients and helps them pursue financial confidence.

Overall Rating

( 1 Reviews )

Lutz & Associates Wealth Strategists