Insights

Client-Centric Approach Rochester Wealth Management Group prioritizes personalized service and client education, presenting an opportunity to offer tailored financial software solutions or advisory tools that enhance client engagement and transparency.

Mid-Sized Growth Potential With a team of 11-50 employees and revenue between 1 to 10 million dollars, the firm is positioned for scalable growth, making it a promising target for scalable fintech solutions, CRM integrations, or digital marketing services to expand its client base.

Tech Stack Utilization Utilizing tools like Google Analytics and Tag Manager indicates openness to digital tracking and data-driven strategies, suggesting opportunities to introduce advanced analytics platforms or cybersecurity solutions for enhanced digital security.

Market Competitiveness Operating in a competitive financial advisory industry alongside large firms, Rochester Wealth Management could benefit from premium client acquisition channels, suggesting prospects for marketing automation, branding support, or lead generation services.

Financial Stability With steady revenue figures and a clear focus on financial education, there is potential to introduce financial planning platforms, investment analytics tools, or educational content services to deepen client relationships and streamline operations.

Rochester Wealth Management Group, LLC Tech Stack

Rochester Wealth Management Group, LLC uses 8 technology products and services including cdnjs, jQuery Migrate, Windows Server, and more. Explore Rochester Wealth Management Group, LLC's tech stack below.

  • cdnjs
    Content Delivery Network
  • jQuery Migrate
    Javascript Libraries
  • Windows Server
    Operating Systems
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • Google Search Console
    Web Analytics
  • jQuery Validation Plugin
    Web Tools And Plugins

Media & News

Rochester Wealth Management Group, LLC's Email Address Formats

Rochester Wealth Management Group, LLC uses at least 1 format(s):
Rochester Wealth Management Group, LLC Email FormatsExamplePercentage
FLast@rochesterwm.comJDoe@rochesterwm.com
100%

Frequently Asked Questions

Where is Rochester Wealth Management Group, LLC's headquarters located?

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Rochester Wealth Management Group, LLC's main headquarters is located at 706 East Avenue Rochester, New York 14607 United States. The company has employees across 1 continents, including North America.

What is Rochester Wealth Management Group, LLC's official website and social media links?

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Rochester Wealth Management Group, LLC's official website is rochesterwm.com and has social profiles on LinkedIn.

What is Rochester Wealth Management Group, LLC's NAICS code?

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Rochester Wealth Management Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Rochester Wealth Management Group, LLC have currently?

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As of December 2025, Rochester Wealth Management Group, LLC has approximately 13 employees across 1 continents, including North America. Key team members include Manging Director: A. F. N.Director Of First Impressions: T. S.Controller: V. P.. Explore Rochester Wealth Management Group, LLC's employee directory with LeadIQ.

What industry does Rochester Wealth Management Group, LLC belong to?

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Rochester Wealth Management Group, LLC operates in the Financial Services industry.

What technology does Rochester Wealth Management Group, LLC use?

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Rochester Wealth Management Group, LLC's tech stack includes cdnjsjQuery MigrateWindows ServerHSTSGoogle Tag ManagerGoogle AnalyticsGoogle Search ConsolejQuery Validation Plugin.

What is Rochester Wealth Management Group, LLC's email format?

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Rochester Wealth Management Group, LLC's email format typically follows the pattern of FLast@rochesterwm.com. Find more Rochester Wealth Management Group, LLC email formats with LeadIQ.

When was Rochester Wealth Management Group, LLC founded?

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Rochester Wealth Management Group, LLC was founded in 2005.

Rochester Wealth Management Group, LLC

Financial ServicesNew York, United States11-50 Employees

Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that we truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our company is based on the principle that education and understanding of one’s current financial situation is vital in making prudent decisions affecting one’s future financial success.

Section iconCompany Overview

Headquarters
706 East Avenue Rochester, New York 14607 United States
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Rochester Wealth Management Group, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Rochester Wealth Management Group, LLC's revenue is estimated to be in the range of $1M$10M

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