Beltz Ianni & Associates, LLC is a financial consulting firm assisting businesses and individuals with their wealth and health concerns.

Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement. In addition to managing the wealth and health concerns of employees through their retirement plan, group benefits and group health care services, Beltz Ianni & Associates provides retirement, insurance planning and investment planning for individual clients. Securities offered through ...

Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement. In addition to managing the wealth and health concerns of employees through their retirement plan, group benefits and group health care services, Beltz Ianni & Associates provides retirement, insurance planning and investment planning for individual clients. Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Beltz Ianni & Cadaret Grant are separate entities. Representatives associated with this site are registered to discuss and/or transact securities with residents of New York State.