TOP 10 Tax efficient investment strategies in Victor, New York

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The Pelican Bay Group Wealth Management - Morgan Stanley is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our team of dedicated professionals is committed to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help individuals and businesses achieve their financial goals. Trust in the expertise of The Pelican Bay Group Wealth Management - Morgan Stanley for all your financial needs.

Dream Mutual A Summers Financial Partner is a finance institution located at 10 East Main Street, Victor, New York, United States. Our goal is to establish long-term relationships with clients and businesses to provide greater confidence in their financial future. We have two offices in Victor, NY to serve your needs. Do you know how much income you'll need when you retire? We can help you plan for your dream retirement and position you for the retirement you deserve. As fiduciaries, we always prioritize our clients' best interests and provide all the relevant information needed to make informed decisions. Learn how a well-prepared financial plan can help you gain control over your financial future. With rising tuition costs and growing student loan debt, planning for your children's higher education is essential. Cyber-hackers are always looking to steal your identity, but we can help you prevent this from happening. Securities and advisory services offered through LPL Financial, a registered investment advisor. Contact us today to start planning for your financial future.

SFG Wealth Management is a leading financial institution located at 1162 Pittsford Victor Road in Pittsford, New York. As a premier wealth management firm, we specialize in providing personalized financial planning and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping individuals and families navigate the complexities of wealth management, offering tailored solutions to meet their unique needs. Whether you are planning for retirement, saving for education, or building your investment portfolio, SFG Wealth Management is committed to helping you secure a prosperous financial future.