Here at Harmony Financial Services, our customized programs are designed to help grow, protect, and conserve our client's wealth by delivering personalized service and experience. Over the years, I have helped many people construct roadmaps to their future, and arrive at their life's destinations successfully. My processes have helped enable my clients and me as their advisor, to work in harmony together.
Retirement Planning, Strategic Money Management, Life and Disability Income Insurance, Long Term Care Insurance, College Funding, Business Succession Planning, Business Benefits and Retirement Plans, Tax Reduction Strategies, Income Planning
Robert Rolfe is licensed to sell in insurance in NY, and is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC.. Member SIPC (www.sipc.org). Harmony Financial Services is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. OSJ Office: 400 Meridian Centre, Suite 101, Rochester, NY 14618, 585.241.5200.
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