Beltz Ianni & Associates

Contact Us  585-340-5200

  • Employers
    • Fiduciary Consulting
    • Fiduciary Risk Management
    • 3(21) Co-Fiduciary
    • 3(38) Investment Manager
    • Fee Benchmarking
    • Employee Education
  • Individuals
    • Retirement Readiness
    • Investment Management
    • Life Insurance
    • Disability Insurance
    • Long-Term Care Insurance
    • Client Reviews and Life Insurance Audit Services
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      • Your Retirement in Focus
      • Retirement Times
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Lake and mountains

We are committed to positively impacting your financial health

For Employers For Individuals

Location marker

One Bausch and Lomb Place, Suite 900, Rochester, NY 14604

Beltz Ianni team

Why Beltz Ianni & Associates

Our partners, managers, and staff focus every day on making this happen by educating ourselves and our clients, by delivering the highest level of service and by putting our clients’ needs first.

The values we hold are the foundation on which we perform our work and conduct ourselves for the benefit of those we serve.

About Us

What We Do

 

We are a comprehensive financial services firm, focused on helping people prepare for and work toward a successful retirement. In addition to providing plan sponsors and participants a high degree of employer confidence in their company’s 401(k) plan with respect to plan audits and fiduciary roles and responsibilities, Beltz Ianni & Associates provides retirement, insurance, and investment planning for individual clients.

 

For Individuals

  • Retirement Planning
  • Asset Management
  • Family Preservation
  • Continuous Review

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For Employers

  • Total Retirement Plan Management
  • Fiduciary Risk Management
  • DOL & IRS Compliance
  • Employee Education

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Resources that can guide you

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When you have questions,
We have answers.

 

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Beltz Ianni & Associates

One Bausch and Lomb Place
Suite 900
Rochester, NY 14604

P 585-340-5200

Employers

  • Fiduciary Consulting
  • Fiduciary Risk Management
  • 3(21) Co-Fiduciary
  • Provider Benchmarking
  • Employee Education

Individuals

  • Retirement Readiness
  • Investment Management
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

About

  • Our Team
  • Our Values
  • Our News
  • Accreditations
  • Professional Affiliations

Need Help?

  • Contact Us
  • Newsletter Signup
  • Resources
  • eMoney Access
  • ShareFile Access

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: 
AZ,CA,CO,CT,DC,DE,FL,GA,HI,IL,IN,KS,LA,MA,ME,MI,MN,MO,NH,NJ,NY,NC,NV,OH,PA,SC,TX,UT,VT,WI,WV. Securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. 
Beltz Ianni & Associates and LPL Financial are separate entities.

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