Planning For Your Financial Future

There are many unknowns that a person can have while planning their life, but their financial future doesn’t have to be one. There are so many angles and considerations while creating the right financial plan for your goals and dreams - for many, this can be overwhelming. Luckily, the financial advisors at Sage Rutty have got you covered.

Whether this is your first step in planning for your financial future, or you’re investing in a part of your plan you’ve been working towards for years, we are determined to help match you with an advisor that fits your needs the best. Perhaps you’ve just married and want to start a savings plan for when you have children. You could be in the middle of raising children and want to ensure you’ll have the funds to pay for their higher education. Or perhaps your children are growing up and you want to now ensure you’ll be financially comfortable in retirement. Our company is comprised of nearly 20 unique advisory teams, and we are confident that the perfect advisor is waiting to meet with you. If you’re interested in planning for your future, or perhaps you’re looking to create a plan for your family, we have every aspect of financial planning and investment management covered, including retirement planning, legacy & estate planning, trust services, fixed income, bonds, and CD’s.

As Rochester’s oldest, locally owned financial services firm, we are proud to count a number of second and even third generation clients among those we serve. We as a firm have formed stability during times of uncertainty while putting our client’s needs as a top priority. We are a family-owned business which is what has rooted us to be so family-orientated in our services. Sage Rutty is not a huge corporation, nor do we have multiple locations. However, we are a loyal, trustworthy company that has a long-standing history of providing quality financial planning services to a community we love. Nothing is more important to us than taking care of others, specifically the families that we serve.

The future is uncertain, but you can rest easy knowing that you’re in good hands when it comes to your finances. Sage Rutty is committed to giving their clients the best service possible while producing results that will last a lifetime. To learn more about our services and how to get started with a financial advisor, you can visit our website or give us a call at (585)-232-3760.