What departments does RGS Wealth Strategies, Inc. have?

RGS Wealth Strategies, Inc. has employees across 1 departments including Finance.

What is the largest department at RGS Wealth Strategies, Inc.?

The largest department at RGS Wealth Strategies, Inc. is Finance with 2 employees.

Where are RGS Wealth Strategies, Inc. employees located globally?

RGS Wealth Strategies, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has RGS Wealth Strategies, Inc.'s team size changed over time?

RGS Wealth Strategies, Inc.'s team has remained stable from approximately 2 to 2 employees based on available data.

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RGS Wealth Strategies, Inc. Employee Directory

Investment ManagementNew York, United States0-1 Employees

RGS Wealth Strategies, Inc. is an independent wealth management practice based in Rochester, New York. A team of certified financial planning professionals brings more than 45 years of experience, providing a range of planning and investment solutions with a focus on personalized service.

Their communications are targeted to residents of New York and Pennsylvania, reflecting state-specific regulatory requirements. Securities are offered through Cetera Advisor Networks LLC, a FINRA/SIPC member, while advisory services are provided by Summit Financial Group, Inc., a registered investment adviser. The two entities are affiliated and operate under separate ownership from RGS.

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

RGS Wealth Strategies, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

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
Feb 18, 2026
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. 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 August 2026. These team members are located across 1 continents, including North America.

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

As of August 2026, RGS Wealth Strategies, Inc.'s key employees include:

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

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RGS Wealth Strategies, Inc. Employee Directory

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