The Retirement Optimization Group is a full service financial firm in Upstate, NY. The firm provides comprehensive goal-driven wealth management services to our clients. Our qualified and experienced team constructs and executes strategies to provide our clients and their families the lifestyles they desire...
The Retirement Optimization Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most comprehensive and personal service available. For each of our clients we strive to provide financial independence and confidence...
At The Retirement Optimization Group, we provide assistance in the following areas: Investments, Financial Planning and Insurance.