INVESTMENT PLANNING, TAX ADVISORY, & INSURANCE SERVICES
Welcome to Consolidated Financial Management & Tax Service. We invite you to visit our site where we hope to enlighten you with a thorough array of wealth preservation ideas through our tax savings and investment services.
Consolidated Financial Management & Tax Service is a full service, financial planning company serving the Tri-Rochester community providing retirement and estate planning to individuals and small businesses. Our mission is to offer our clients innovative financial strategies, in an effort to provide financial clarity, solutions, and improve their quality of life.
Making strong commitments as a Fiduciary to our clients, and building life-long relationships is the key to our success.
INCOME TAX PREPARATION
INSURANCE QUOTES
Select one of the following to request more information
Newsletters
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Savings Accumulation
Estimate the future value of your current savings.