Rochester Wealth Strategies

  • Financial Services
  • Rochester MI
  • 6 employees
  • Financial Services
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Company Overview

Headquarters
439 S Main St Suite 250, Rochester MI
Website
rochesterwealthstrategies.com
Phone
(248) 963-2977
Employees
6
Founded in
2018
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$5B

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Who is Rochester Wealth Strategies

Rochester Wealth Strategies, LLC is an Independent Registered Investment Adviser located in Rochester, Michigan. The firm employs 6 individuals and generates approximately $5 million in annual revenue. Rochester Wealth Strategies provides personalized financial advice to clients, many of whom have complex financial needs. Their services include ongoing advice and investment management tailored to each client's objectives. The firm is committed to acting in the best interest of their clients by adhering to a fiduciary standard. As a Fee-Only advisory firm, Rochester Wealth Strategies does not receive compensation based on product sales. This structure eliminates potential conflicts of interest and prioritizes client interests above all else. You can learn more about Rochester Wealth Strategies by visiting their website at rochesterwealthstrategies.com.

Rochester Wealth Strategies Tech Stack

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FAQ

What is the location of Rochester Wealth Strategies's headquarters?
The headquarters of Rochester Wealth Strategies are situated at 439 S Main St Suite 250, Rochester MI
What is Rochester Wealth Strategies's phone number?
Rochester Wealth Strategies's contact number is (248) 963-2977.
What is Rochester Wealth Strategies's official website?
The official website of Rochester Wealth Strategies can be found at rochesterwealthstrategies.com.
What is Rochester Wealth Strategies's current revenue?
As of September 2023, Rochester Wealth Strategies's annual revenue reached $5B.
How many employees does Rochester Wealth Strategies currently have?
Rochester Wealth Strategies employs approximately 6+ people as of September 2023
Which industries is Rochester Wealth Strategies primarily operating in?
Rochester Wealth Strategies operates in the following industries: Finance, Credit
When was Rochester Wealth Strategies founded?
Rochester Wealth Strategies was founded in 2018.

Employee Directory

Key Employees

Julie Frakes Lobaza

Vice President / Wealth Manager

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