• 350 Linden Oaks #140
    Rochester, NY 14625

    Phone: 585.348.9547

    Fax: 585.348.9513

  • 1081 Long Pond Road, Suite 140
    Rochester, NY 14626

    Phone: 585.720.0590

    Fax: 585.720.0592

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Our Team



Office Best Friend

Rudy has been with the firm since January of 2018. He is a miniature goldendoodle residing in Mendon. His primary role is to chew his toys in a timely manner. He enjoys long walks, playing fetch, napping, and interacting with clients and the staff. He is an intricate part of the morale and happiness in the office.

*Not registered or affiliated with American Portfolios

Delivering Excellence In All We Do

We are always working in your best interest, delivering excellence in personal financial management today and for the future.

Contact Rudy*

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