Carrie Rodriguez, Financial Advisor located in Rochester, NY

Financial Advisor
Carrie Rodriguez

CEPA®
97 Canal Landing Blvd Suite 1, Rochester, NY 14626opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Health & Nutrition
  • Personal Fitness
  • Canoeing
  • Spending Time with Family
  • Dancing

Team Members

  • Nancy General
    Sr. Branch Office Administrator
  • Lissette Teresi
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(585) 723-6850

Fax

(800) 563-0867

Office Address

97 Canal Landing Blvd Suite 1
Rochester, NY 14626opens in a new window

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