Helping You Plan For Your Future
It’s time to start investing in your future. Novem Group has the flexibility and expertise needed to develop innovative, comprehensive solutions and wealth management strategies that yield the best results. We consistently invest in people, technology, and processes to remain at the leading edge of the investment industry. Our Rochester location alone has thirty financial advisors managing over 25,000 accounts and $1 billion in assets.
Giving You Peace of Mind
Long-Term Disability Insurance
Long-Term Care Insurance
Retirement and Estate Planning
Our team has the skills and experience to build your retirement portfolio, giving you the confidence that when it’s time for you to retire, you will be financially secure. Our firm manages all IRA accounts under a fee arrangement and adheres to a disciplined fiduciary investment process.
Similarly to planning your retirement, preparing an estate plan is one of the most important things you can do to ensure your loved ones have a secure financial future. Our advisors will work with you to lay out a plan that helps you maximize your assets while providing you with the cash flow you need to live comfortably.
Riskalyze Portfolio Analysis
How risk-averse are you as an investor? Your investment portfolio will ultimately reflect your risk tolerance. Your financial advisor should be asking you this question to get a clear vision of the types of investments that suit you best.
For an easy look at how your risk tolerance and current investments align, click .
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Rochester, NY Location
350 Linden Oaks #140
Rochester, NY 14625
Monday - Friday
8:30 AM - 5:00 PM
Saturday - Sunday
Securities offered through American Portfolios Financial 宁夏福彩app下载, Inc., Member: FINRA, SIPC. Advisory services offered through APFS Wealth Management, Inc., DBA Novem Group, an SEC-Registered Investment Adviser, which is not affiliated with American Portfolios Financial 宁夏福彩app下载, Inc. Novem Group is notice-filed in the following states: CA, CO, FL, GA, IL, MA, MD, MO, NC, NE, NH, NY, OH, SC, TX, UT, VA.