E.K. Rivard Inc.

CONNECT

Address:

3445 Winton Place, Suite 212
Rochester, NY 14623

Phone:

Office: (585) 586-8530 / Cell: (585)-732-2389

Our Services

  • Retirement Income Planning
  • IRA/401(k)/403(b) Pension distribution planning
  • Retirement cash flow analysis
  • Retirement Plan Services
  • IRA's
  • 401(k)'s
  • 403(b)'s
  • Simple IRA's
  • Executive Benefits
  • Investment Management
  • IRA's
  • 401(k)'s
  • 403(b)'s
  • Mutual Funds
  • Tax Managed Accounts
  • Asset Allocation
  • Risk Reduction Strategies
  • Estate Planning / Wealth Transfer
  • Wills & Trusts
  • Charitable Giving
  • Insurance Services - Group & Individual
  • Medical
  • Life
  • NYS DBL
  • Disability
  • Dental
  • Long Term Care
  • Education Fund Planning
  • 529 College Savings Plans
  • UTMA/UGMA Accounts

We pride ourselves in working with qualified tax and legal counsel to build the most appropriate programs for our clients, whether on a corporate or individual basis.

Insurance licensed in Georgia, New York, North Carolina and South Carolina.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck