monroe county financial planning

Wealth Management Rochester NY | Fiduciary CFP® Professional & CPA Team

By web@flyingvgroup.com | October 7, 2026

Wealth management means different things at different firms. At some, it means a managed portfolio with quarterly reports. At others, it means the investment account, the tax return, the retirement income plan, and the estate documents are all reviewed by the same team and updated when any one of them changes. Bouchey Financial Group serves…