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Advice as it should be

Advice as it should be

Advice as it should be

What We Believe

We believe that you should expect more from your financial advisor.

The way financial advice should be rendered is as follows:

Knowledgeable and trustworthy professionals continuously working on your behalf
Comprehensive solutions in all of the financial areas that matter to you
Proactive outreach to improve your financial plan or investments
Recommendations always in your best interest
Disciplined and thoughtful investments
Friendly and caring service

 

 

Unable to Find Such a Platform

Unable to find the ideal platform, we built it ourselves using the following tenets:

 

  Do the real work that matters for great people

  High-quality, objective advice from knowledgeable and competent professionals

  Do what we say we’re going to do

  Caring and compassionate service

  Be proactive in helping clients reach their goals

Our Commitment

Life is stressful enough.

We genuinely believe finances are an area where you should feel comfortable so that you can devote your time and attention to other more important areas of your life. We realize this is quite the leap for a lot of people and can only be accomplished when you find someone you truly trust to delegate these responsibilities. We believe trust should be earned and not freely given. We want to win your trust every day by doing what is in your best interest and delivering on our commitments.

 

 

 

We work side-by-side with clients to execute the plan - unlike other firms that leave clients to their own devices to implement a financial plan we know that real life doesn’t work that way.

 

 

We understand there are only so many hours in the day, so we seek to maximize the outcome of our planning sessions by prioritizing the recommendations regarding what creates the most value for clients and then proactively following up with them.

 

 

You can expect to develop a personal relationship with a knowledgeable and competent professional that understands your needs. Our team cares about you meeting your goals and wants to provide you with friendly and caring service. We will proactively reach out to you if we identify areas where we can improve your finances. All fees are disclosed in advance; you don’t pay until services are rendered, and we guarantee our work.

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Phone: 585-236-8501
Email: info@flowercitycapital.com
Address: 132 Allens Creek Rd, Suite 220, Rochester, New York 14618

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Additional Information
Privacy Policy
Firm Brochure ADV Part 2A
Form ADV Part 3 Client Relationship Summary

 

 

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