If the time has come for you to make a broad overview of your financial affairs, we invite you to call Rotenberg & Company for intelligent and confidential advice.

As certified public accountants, we are licensed, competent and qualified to put together all the pieces of your financial puzzle. The training and independence of accountants, who receive no fees or commissions but only payment for their time, makes them the wisest choice as financial advisors.

The expertise of a Rotenberg & Company professional is of prime importance in integrating tax advice into your financial plan. Rotenberg & Company professionals are aware of the constantly changing tax structures. We work as a team to utilize the expertise of other professionals including bankers, lawyers, money managers and insurance agents and encourage our clients to have a close working relationship with all in developing a sound, total financial package.

Estate planning should also be an integral part of a financial plan. Rotenberg & Company professionals have been active participants in the Estate Planning Council of Rochester. We believe in maintaining intimate and frank client relationships and are sensitive to the needs of our clients