Home
About Us
Investments
Income Taxes
Contact

Contact

Rochester Office

1343 Long Pond Road

Rochester, NY 14626

Phone: 585-720-0730

Fax: 585-720-1301

Mon-Fri: 9:00 AM - 4:00 PM

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: 585-720-0730

Fax: 585-720-1301

1343 Long Pond Road

Suite C

Rochester, NY 14626

ken@taxandinvest.com

Quick Links

Retirement
Investment Resources
Estate
Insurance
Income Tax Information
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

SagePoint Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

We are registered to sell Securities in the following states:

Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Indiana, Maryland, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.