Our Qualifications

Robert L. DeFreze, the owner of DeFreze Financial Services, has been working with individuals and businesses in Western and Central New York for over 40 years.  Outside of New York State, Bob is licensed in and provides various services in states such as North Carolina, South Carolina, Georgia, Florida, Arizona, Connecticut, Michigan,  New Hampshire, Pennsylvania, Maryland, Ohio, Kentucky, Delaware, Colorado, California, and Virginia.

Bob is the Branch Manager and a Registered Representative for Kingswood Capital Partners. He is Series 6, 63 and 65 licensed and has his NYS Life and Health Insurance license as well.

DeFreze Financial Services is unlike many other financial planning firms because here you are not just an account number. Bob knows all of his clients individually and values the long-lasting relationships he makes with them. The personalized program that he can provide is a roadmap to working toward a more secure financial future.