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
-
Net Price Calculators Help Gauge College Affordability
Did you know a net price calculator can help measure a college’s true cost? Discover how it provides an estimate of how much grant aid a student might expect.
-
Food Inflation: What’s Behind It and How to Cope
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
-
Should You Speed Up Your Retirement Plans?
The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
-
A Wealth of Information: How to Read a Mutual Fund Prospectus
Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?