Beltz Ianni & Associates

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.

Sign up for free to view info

Email Format Employee directory