Brian is a Partner of the Angelo Planning Group, LLC and has been in the financial industry for over 10 years. He has focused his practice on working closely with families to help piece together their “financial puzzle,” and ensure they are on track to accomplish all their financial goals. He does this by understanding each client’s unique situation and provides them with a plan that is tailored to their specific needs.
Brian’s services include retirement planning, insurance planning, college planning, asset management, and estate planning. By working in conjunction with the other specialists in his group, he is able to provide the highest level of service in each planning area while concentrating on strengthening the relationships with his clients to gain a greater understanding into their situation.
Brian has lived in the Rochester area his whole life, and currently resides in Churchville with his wife and three children. He enjoys golfing, reading, and spending time with his family.
Brian can be reached at (585)568-6970.