RGS Wealth Strategies, Inc. Employee Directory

Q: What is RGS Wealth Strategies, Inc. known for?

RGS Wealth Strategies, Inc. was founded in 2010. RGS Wealth Strategies, Inc. operates in the Investment Management industry.

Q: How many employees does RGS Wealth Strategies, Inc. have currently?

RGS Wealth Strategies, Inc. has approximately 1 employees.

Investment ManagementUnited States0-1 Employees

RGS Wealth Strategies Inc. is an independent wealth management firm located in Rochester, New York.

Our team of CERTIFIED FINANCIAL PLANNERTM practitioners have more than 45 years of financial planning experience and can offer access to a wide range of financial planning and investment solutions, with a strong commitment to personalized service. Whether your goals involve retirement planning, small business planning, or preservation of assets in the face of long-term care needs, RGS Wealth Strategies Inc. can develop the specific recommendations and strategies to help meet your personal needs.

This communication is strictly intended for individuals residing in the states of NY and PA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.  Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Find RGS Wealth Strategies, Inc. employees' phone numbers or email addresses

RGS Wealth Strategies, Inc. Global Highlights

North America
2

United States Of America
2

RGS Wealth Strategies, Inc.'s Leadership

R. S.
Certified Financial Planner
Mobile Phone
Email
J. M.
Certified Financial Planner
Mobile Phone
Email

Contact profiles from RGS Wealth Strategies, Inc.

Name

Title

Contact Info

Location

Last Update

R. S.
Certified Financial Planner
Mobile Phone
Email
United StatesNew York
Sep 10, 2025
J. M.
Certified Financial Planner
Mobile Phone
Email
United StatesNew York
Sep 15, 2024

Frequently Asked Questions

What is RGS Wealth Strategies, Inc. known for?

RGS Wealth Strategies, Inc. was founded in 2010 operates in the Investment Management industry. The company's main headquarters is located in 70 Linden Oaks, Third Floor Rochester, New York 14625, US. Explore RGS Wealth Strategies, Inc.'s company overview page for more information.

What is RGS Wealth Strategies, Inc.'s most common email format?

RGS Wealth Strategies, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RGS Wealth Strategies, Inc. email formats with LeadIQ.

How many employees does RGS Wealth Strategies, Inc. have currently?

RGS Wealth Strategies, Inc. has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are RGS Wealth Strategies, Inc.'s key employees and leadership?

As of December 2025, RGS Wealth Strategies, Inc.'s key employees include:

Certified Financial Planner: R. S.
Certified Financial Planner: J. M.

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