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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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
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Telemedicine: The Virtual Doctor Will See You Now
Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Car Affordability
How much can you afford to pay for a car?