Raymond James Associates is a wealth management firm located in Rochester, NY. Led by Matthew Hartstein, a first vice president of wealth management, the firm offers a range of services including banking and lending solutions, financial planning, and retirement planning. With a client-first approach and a commitment to providing quality investments and planning tools, Raymond James Associates aims to help individuals and families achieve their financial goals.
With a focus on serving healthcare professionals, retirees, and families, Raymond James Associates offers personalized strategies tailored to each client's unique needs. The firm's team of experienced professionals is dedicated to simplifying the complexities of wealth management and providing comprehensive solutions for long-term financial success. Whether clients are looking to grow their assets, generate income in retirement, or preserve wealth for future generations, Raymond James Associates strives to be the ultimate steward of their wealth.
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