Beltz Ianni & Associates

Contact Us  585-340-5200

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Broker Check

Accreditations

The Beltz Ianni & Associates team of advisors are experienced professionals who hold credentials from some of the most respected and recognized financial industry groups.

Through rigorous preparation, training, testing, and continuing education our advisors have the knowledge and the skill to deliver the highest level of service to you.

American Society of Pension Professionals & Actuaries (ASPPA)*

  • Qualified 401(k)Administrator (QKA®)
  • Qualified Pension Administrator (QPA)
  • Certified Pension Consultant (CPC®)
  • Qualified 401(k) Consultant (QKC)

National Association of Plan Advisors (NAPA)*

  • Certified Plan Fiduciary Advisor (CPFA)
  • Qualified Plan Financial Consultant (QPFC)

National Tax-Deferred Savings Association (NTSA)*

  • Tax-Exempt & Governmental Plan Consultant (TGPC)

The International Foundation of Employee Benefits Plans

  • Certified Employee Benefit Specialist (CEBS)

Fi360*

  • Accredited Investment Fiduciary® (AIF®)
  • Accredited Investment Fiduciary Analyst® (AIFA®)

CFA Institute*

  • Chartered Financial Analyst® (CFA®)

The American College of Financial Services*

  • Chartered Financial Consultant® (ChFC®)
  • Chartered Life Underwriter® (CLU®)

CFP Board*

  • Certified Financial PlannerTM(CFP®)

American Institute of CPAs

  • Certified Public Accountant (CPA)

*ASPPA, NAPA and NTSA are part of the American Retirement Association.

The organizations referenced are not affiliated with LPL Financial.

 
 

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?

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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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