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Our Misson.
Your Goals.

Welcome to the retirement optimization group

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.

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Our firm is founded on bringing the appropriate wealth management resources to our clients.

Our arsenal of products and services gives us access to almost all investment, insurance and wealth management products and companies. Our focus resides on the side of the client and to bring the appropriate solutions to that client and their family no matter what company they come from. The firm specializes in wealth management for individuals and families. Our process is goal-based and comprehensive. We have experience in all the different disciplines in financial planning to include: investments, insurance, stocks, bonds, mutual funds, 401ks, estate planning, and business continuity.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Our Company

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.

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