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728 Weiland Road, Corner of Weiland and Latona Road, Rochester, NY 14626

(585) 697-0430
rdefreze@kingswoodus.com
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Helping Clients Become Empowered

We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

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What We DoGuidance For Every Step or Phase

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we’ll do the same for you.

How We HelpA Solution for Every Goal

We could not be more honored to serve clients who have entrusted us with their assets, their confidence, and their financial futures.

Pre/Retirees

Pre/Retirees

Are you retirement-ready? If not, now is the time to determine if you’re on a financial track to pursue your retirement goals.

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Families

Families

We look for strategies to make your money better fit your lifestyle goals, whatever they may be.

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Professionals

Professionals

Wealth management doesn’t have to feel intimidating with the right professional at your side.

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Business Owners

Business Owners

Make your peak earning years count with the help of a trained professional perspective.

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ServicesWhat We Offer

We serve individuals and businesses in all areas of financial management, including:


Financial Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

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Legacy Portfolio Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

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Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

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Insurance Needs

A wide variety of insurance products including Life Insurance, Disability Insurance and Long-Term Care.

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

About UsProviding Insight as a Tool for Success

Welcome to the website of DeFreze Financial Services. My name is Robert L. DeFreze Jr. and I am the owner of DeFreze Financial. I believe that good financial decisions do not have to be confusing. I can provide you with techniques that can help you make the most of your investments and assist you in achieving your financial goals and more importantly, peace of mind.

Our ProcessA partner on your life journey.

Step 1: Assess

Step 1: Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

Step 2: Strategize

Step 2: Strategize

Our team will present financial strategies designed to match your investor profile.

Step 3: Implement

Step 3: Implement

Life changes? Market volatility? Let us manage the bumps in the road.

Contact UsLet’s Get Started

Let’s take the time to get to know each other, answer any questions you might have, and decide if a professional relationship makes sense for your situation.

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