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    Beltz Ianni & Associates, Llc

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    Description

    • Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement. In addition to managing the wealth concerns of employees through their retirement plan services, Beltz Ianni & Associates provides retirement, insurance, and investment planning for individual clients.Securities and investment advisory services offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Beltz Ianni & Cadaret Grant are separate entities. Representatives associated with this site are registered to discuss and/or transact securities with residents of New York State.
    • location

      Headquarters:1 Bausch And Lomb Place Suite 900, Rochester, New York, United States

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    • Beltz Ianni & Associates, Llc phone

      Phone Number: +1 585-340-5200

    • Beltz Ianni & Associates, Llc website

      Website: https://www.beltz-ianni.com

    • Beltz Ianni & Associates, Llc employees

      Employees:14

    • Beltz Ianni & Associates, Llc revenue

      Revenue:$1 - 10M

    • Beltz Ianni & Associates, Llc legal name

      Legal Name:Beltz Ianni & Associates, Llc

    • Beltz Ianni & Associates, Llc's Social Media

      Beltz Ianni & Associates, Llc linkedin Beltz Ianni & Associates, Llc facebook
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Investment Officer for Beltz Ianni & Associates, Llc

    Mark Siler

    Chief Investment Officer

    Person level website visitor identification

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    View Employees

    Mark Siler

    Chief Investment Officer

    David Ianni

    Partner

    Fred Beltz

    Partner Emeritus

    Stephen Howles

    Partner

    Michelle Cannan

    Partner And Manager Of Retirement Plan Services

    Frequently Asked Questions regarding Beltz Ianni & Associates, Llc

    • Where are Beltz Ianni & Associates, Llc's Headquarters?

      Beltz Ianni & Associates, Llc's Headquarters are in 1 Bausch And Lomb Place Suite 900,Rochester,New York,United States

    • What is Beltz Ianni & Associates, Llc's phone number?

      Beltz Ianni & Associates, Llc's phone number is +1 585-340-5200

    • What is Beltz Ianni & Associates, Llc's official website?

      Beltz Ianni & Associates, Llc's official website is https://www.beltz-ianni.com

    • What is Beltz Ianni & Associates, Llc's Revenue?

      Beltz Ianni & Associates, Llc's revenue is $1 - 10M

    • What is Beltz Ianni & Associates, Llc's NAICS code?

      Beltz Ianni & Associates, Llc's NAICS code is 523930

    • How many employees are working in Beltz Ianni & Associates, Llc

      Beltz Ianni & Associates, Llc has 14 employees

    • What is Beltz Ianni & Associates, Llc's Industry?

      Beltz Ianni & Associates, Llc is in the industry of Financial Services

    • Who is Beltz Ianni & Associates, Llc's Chief Investment Officer?

      Beltz Ianni & Associates, Llc's Chief Investment Officer is Mark Siler

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