Beltz Ianni & Associates Information

Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates is a comprehensive financial services firm, focused on helping people prepare for and work toward a successful retirement. In addition to managing the wealth concerns of employees through their retirement plan services, Beltz Ianni & Associates provides retirement, insurance, and investment planning for individual clients. Securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC. www.SIPC.org Beltz Ianni & Associates and LPL Financial are separate entities. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: AZ, AK, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, LA, MA, ME, MI, MN, MO, NH, NJ, NY, NC, NV, OH, PA, SC, TX, UT, VT, WI, WV. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.