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Ziad Wehbe, CRPS®

10 Highland Hts,
Rochester, NY 14618
Phone:
  • 585-230-6986
Fax:
  • 585-473-0947

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Individual (k) & Small Business Retirement Plans

We help self-employed individuals, entrepreneurs & small business owners establish & manage successful retirement plans designed to recruit, retain & retire their most valuable asset, their employees.  

We focus on smaller company plans ranging from 1 participant (Self-employed) to 50 participants.  We also feature self-directed managed participant accounts utilizing model portfolios customized based on each participant's retirement goals & risk appetite.

Please call us for a complimentary consultation.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck