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Eileen J. Trott, CFP®

Financial Insights, Inc.

170 English Station Rd
Rochester, NY 14616-5511
Phone: (585) 227-6075
Fax: (585) 227-9386

Toll-free: (877) 322-2610

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: Free 1/2 hr meeting. Primarily a fee-based platform. NY Insurance must be commission based.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.