Who We Are
Financial Architects, founded as The Rochester Agency in 1889, has offices in downtown Rochester; Williamsville, near Buffalo; and Mt. Morris in Livingston County. With more than 45 Financial Professionals, Financial Architects serves a diverse and growing market, including individuals, small business owners, corporate clients, soon-to-be retirees, gays and lesbians and families with special needs children or dependents. In fact, our staff includes 14 Special Care Planners, who are specially trained to help meet the unique needs of families caring for a child or person with special needs.
How We Can Help
Whether you are a small-business owner, a mother responsible for the family’s finances, a family with a special needs dependent or an individual thinking about retirement planning, Financial Architects is the place for you. Our low-pressure, informed approach to understanding each client’s unique needs is designed to instill confidence. Our diversified product portfolio includes mutual funds, life insurance, disability income insurance and long term care insurance, as well as retirement planning, estate planning*, employee benefits programs and much more. Our team works with you on a customized strategy designed toward your business or life goals.
*Estate planning is performed in conjunction with your attorney and/or CPA.
To the Community
There is perhaps no investment more gratifying than an investment in the community. Financial Architects is proud and privileged to invest in area organizations and events that improve quality of life. Our goal isn’t just to build financial futures; we’re also committed to making the communities in which we live a better place.
As a commitment to our customers and our community, we are involved in MassMutual’s SpecialCareSM program. This outreach initiative provides access to information, specialists, and financial products and services that can help improve the quality of life for people with disabilities or other special needs, and their families and caregivers. This includes educational tools to help better understand the critical aspects involved in formulating life care plans. As a result, we are pleased to support many community events and participate in fundraising for causes that touch the hearts of special needs families.