Call Us Today:
800.724.2627 (Toll Free)
585.473.8000 (Local)

Financial Services in Rochester and Pittsford, NY

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Paris-Kirwan Associates, Inc is committed to helping you realize your fiscal goals.

At Paris-Kirwan Associates, Inc, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:

  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Paris-Kirwan Associates, Inc, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Paris-Kirwan Associates, Inc.

We are proud to provide fiscal planning services for clients near Rochester, Victor, Pittsford, Brighton, Webster, and Fairport.

 

For approximately twenty years Paris Kirwan has united with American Portfolios’ Team APFS, a locally owned and activated firm, to offer payroll, employee benefits, group retirement and financial planning services to customers large and small. Designated one of Rochester’s Top Workplaces in 2015 and again in 2016 by the Democrat and Chronicle, Team APFS excels at using their professional knowledge and the modern technology to design payroll & benefits packages to meet the desires of any company. If you’re interested in having a no-commitment evaluation of your existing payroll and benefits offerings to see how we can help save time and money, let us know today.

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Our Locations

*Main Office

1040 University Avenue
Rochester, NY 14607
Main office: 585-473-8000
Toll free: 800-724-2627

Long Island Office

33 S Service Road, Suite 121
Jericho, NY 11753
Main office: 516-750-9711

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!
Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.
Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.
Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.
Susan T.