Beltz Ianni & Associates Employee Directory

Q: What is Beltz Ianni & Associates known for?

Beltz Ianni & Associates was founded in 2001. Beltz Ianni & Associates operates in the Financial Services industry.

Q: How many employees does Beltz Ianni & Associates have currently?

Beltz Ianni & Associates has approximately 11 employees.

Financial ServicesNew York, United States11-50 Employees

Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates is a comprehensive financial services firm, focused on helping people prepare for and work toward 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 LPL Financial, a Registered Investment Advisor, Member SIPC www.SIPC.org. Beltz Ianni & Associates and LPL Financial are separate entities. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, LA, MA, ME, MI, MN, MO, NH, NJ, NY, NC, NV, OH, PA, SC, TX, UT, VT, WI, WV.

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Find Beltz Ianni & Associates employees' phone numbers or email addresses

Beltz Ianni & Associates Global Highlights

North America
20

United States Of America
19
Canada
1

Beltz Ianni & Associates's Leadership

M. S.
Chief Investment Officer
Mobile Phone
Email
B. J.
Managing Partner
Mobile Phone
Email
D. I.
Partner
Mobile Phone
Email
F. B.
Partner
Mobile Phone
Email
M. C.
Partner And Manager Of Retirement Plan Services
Mobile Phone
Email
B. N.
Manager Retirement Plan Services
Mobile Phone
Email
J. D.
Manager Of Retirement Plans And ERISA Support
Mobile Phone
Email
C. S.
Principal
Mobile Phone
Email

Contact profiles from Beltz Ianni & Associates

Name

Title

Contact Info

Location

Last Update

L. C.
Office Administrator
Mobile Phone
Email
United StatesNew York
Feb 24, 2024
S. M.
Financial Planner
Mobile Phone
Email
Oct 23, 2024
T. Q.
Financial Advisor
Mobile Phone
Email
United StatesNew York
May 06, 2024

Frequently Asked Questions

What is Beltz Ianni & Associates known for?

Beltz Ianni & Associates was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 1 Bausch And Lomb Place, Suite 900; you can contact the main corporate office by phone at

+1-585-340-****

. Explore Beltz Ianni & Associates's company overview page for more information.

What is Beltz Ianni & Associates's most common email format?

Beltz Ianni & Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Beltz Ianni & Associates email formats with LeadIQ.

How many employees does Beltz Ianni & Associates have currently?

Beltz Ianni & Associates has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Beltz Ianni & Associates's key employees and leadership?

As of December 2025, Beltz Ianni & Associates's key employees include:

Chief Investment Officer: M. S.
Managing Partner: B. J.
Partner: D. I.
Partner: F. B.
Partner And Manager Of Retirement Plan Services: M. C.

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