Brighton Securities

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Stock & Bond Brokers, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 8:00 am - 5:00 pm

55 Years

in Business

Accredited

Business

(585) 473-3590Call Visit WebsiteVisit Website Map & DirectionsDirections1703 Monroe AveRochester, NY 14618 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Thu:	8:00 am - 5:00 pm
Fri:	8:00 am - 4:00 pm
Sat - Sun	Closed

Places Near Rochester with Stock & Bond Brokers

Brighton (2 miles)
Pittsford (6 miles)
East Rochester (7 miles)
Penfield (8 miles)
Henrietta (10 miles)
Fairport (11 miles)
Bushnell Basin (11 miles)
Perinton (12 miles)
West Henrietta (13 miles)
Egypt (15 miles)

More Info

General Info

We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of your financial plan.

Email

BBB Rating

Extra Phones

TollFree: (800) 388-1703

Services/Products

Estate Planning Financial Planning Insurance Investment Banking Personal Savings Strategy Tax Planning & Preparation

Other Links

https://www.brightonsecurities.com/locations/rochester

https://www.brightonsecurities.com/contact

Categories

Stock & Bond Brokers, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Retirement Planning Services

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Details

Phone: (585) 473-3590

Address: 1703 Monroe Ave, Rochester, NY 14618

Website: https://www.brightonsecurities.com/locations/rochester

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Brighton Securities

Tax Planning
Overlooking even the most mundane detail has the potential to result in corporate tax nightmares. This can cost business owners and shareholders considerable money if not handled in a proactive manner. Our team of tax specialists can help you with the critical details of managing your corporate tax planning and strategy.
Tax Services
The team at Brighton Securities has a wealth of experience providing corporate clients with a diverse array of business advisory and management services including corporate tax preparation, corporate qualified plan advisory, corporate cash management, key man insurance, along with strategic advisory and private placement advisory for established clients.
Roth IRA
Income Tax
With tax laws constantly changing, it’s critical to work with a financial professional who understands the complexities of both the federal and state (including New York) tax systems. As one of the area's most well established financial services firms, Brighton Securities can provide expert counsel to help individuals and businesses understand and successfully manage their tax liabilities. From personal and corporate income tax returns to dedicated bookkeeping services, our firm has the insight and experience to help you manage your personal and business balance sheets to minimize tax liabilities and maximize return on investment.

Investment Management
Todd’s greatest satisfaction is advocating for his clients’ financial security and success thanks to a customized objective-based wealth management process. Todd tailors his guidance to the needs, goals and desires of his clients using personalized financial strategies and professional portfolio management.
Mutual Funds
Our investment approach is built around the use of index- based mutual funds and exchange-traded funds (ETFs) designed to effectively capture market returns. The ability of index-fund portfolios to outperform those portfolios managed through active security selection or tactical timing strategies is well documented and been proven successful. Aiming for superior investment outcomes at a low cost fits squarely within our mandate to place the interests of our clients first.
Bonds
Wealth Management
Brighton Securities is there for individuals, couples, families, and companies seeking a trusted financial services partner to guide them on their journey toward wealth accumulation, wealth management and financial security.

Accounting Services
Bookkeeping Services

Financial Planning
Brighton Securities takes a teamwork approach to financial planning. Your Brighton Securities financial advisor will lead a team that can include your insurance advisor, accountant or tax planner, and legal counsel to understand and establish short-term and long-term financial goals. Together, with the support of the entire team, they’ll identify the individual steps needed to achieve those goals.
Retirement Planning
A well thought out retirement plan begins with well-defined goals. Since our founding in 1969, the financial experts at Brighton Securities have provided exceptional retirement planning – serving the needs of individuals of every age and background. As a result of our team’s experience and expertise, you will be sure to receive financial advice that is suited to your individual financial needs and goals and appropriate for your life stage. At the same time, at Brighton Securities, you’ll work with an advisor who will offer unbiased advice based on the impartial analysis of all the financial options available to you.
Annuities
Brighton Securities will work with you to determine if insurance products – life insurance, annuities, short- and long-term disability, or long-term care insurance – may be suitable for you as a part of a comprehensive financial plan.
Long Term Care
Elder care costs can be devastating if you don’t make it part of your financial plan. There are a number of available options to help protect your assets in the event that elder care is needed. The Brighton Securities team of financial professionals can work with you and your legal counsel to create a customized plan utilizing a wide range of options to ensure that your lifetime of hard work is properly safeguarded.
Asset Management
To help clients build and protect their wealth, Todd leverages his expertise in asset allocation, growth and income production, while always incorporating risk management strategies into his plan recommendations. Todd practices proactivity in monitoring the progress of every client’s investment portfolio and conducts scheduled portfolio reviews with his clients either in person, video conference or by phone.
Asset Protection
As you move through various life stages and accumulate more and more assets, you must make sure they are well protected and can ultimately be transferred to your beneficiaries in a tax-efficient manner. This can include ensuring that all 401(k) retirement funds and IRAs have been accurately inventoried, along with any other high-value assets. Brighton Securities can help you protect your assets by helping you identify your beneficiaries, allocate your assets according your specifications, assist your estate attorney in preparing necessary legal documents, and a host of other asset protection services to meet your individual needs.

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