New Financial Advisory Businesses in Rochester, NY

Novem Group is a registered investment advisory firm based in Rochester, NY with an additional office in Jupiter, FL. The firm offers financial guidance, retirement planning, and employee benefits services. According to financial directories, the firm manages approximately $1.7 billion in assets for 260 high net worth clients.

Centient Wealth Solutions is an Ameriprise private wealth advisory practice based in Atlanta, GA, offering personal financial advice. The team includes advisors Phina Thomas and Nancy Piper, and the business is registered with FINRA. The newly filed Centient Advisory LLC may be the legal entity for this practice or a related entity.

Blue Oak Advisory Group offers fractional CFO and accounting advisory services, providing tailored financial strategies to businesses. Their website features contact emails for Andy and Adam, indicating a small-team operation. The business name and service description strongly suggest this is the operating entity behind the LLC filing.

ROGFA (Retirement Optimized Group of Family advisors) is a financial advisory firm located at 755 Jefferson Road, Rochester, NY, offering services in Medicare, tax planning, investments, financial planning, insurance, and retirement planning. The business has a professional website with contact information and service descriptions.