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Locality: Rochester, New York

Phone: +1 716-428-3475



Address: 350 East Ave. 14604 Rochester, NY, US

Website: theestablishmentnys.com

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The Establishment Rochester 30.04.2021

Interested in The Establishment’s free financial education webinars? They’re convenient for those working home or away, and you can be notified of our schedule every month. Just leave us your email at http://bit.ly/Est-ContactUs, and we’ll contact you with what’s planned. #ROC

The Establishment Rochester 17.04.2021

According to experts across the U.S. housing market, the rest of 2021 with continue to be a competitive year for buyers. That makes readiness to move on a possible purchase as important as everbut are you ready? See how we help first-time buyers at http://bit.ly/Est-WhatWeDo. #ROC

The Establishment Rochester 12.04.2021

Making moves is easier with a map. This is true in life AND with your finances, and our Crafting Financial Plans webinar on March 30 can help you lay out and navigate your fiscal direction in a focused way. Sign up at http://bit.ly/Est-FinPlans, and get on your way.

The Establishment Rochester 23.03.2021

Our Facing Finance Video Series features The Establishment experience, but also focuses on monetary concerns that can go overlooked. This month, we’re revisiting disability income insurance, and what it could mean for you. See more at http://bit.ly/EstVideo-Insurance. #ROC

The Establishment Rochester 11.03.2021

No matter whether you’re working from your office, home office or living room couch, our convenient financial education webinars are perfect for those intent on improving their grasp on personal financefrom anywhere. Find one that works for you at http://bit.ly/Est-Classes.

The Establishment Rochester 14.12.2020

You’re set with the fundamentals of investingbut next year, you’d like to take some risks with an expansion of your entry-level knowledge. Our Investing 201 on Dec. 15 can help, with deeper analysis of risks, rewards and terminology. Sign up at http://bit.ly/Est-Invest201.

The Establishment Rochester 30.11.2020

From budgeting to investing to financial management, there are steps women can take to better control their financial livesno matter the unforeseen circumstances. Our Females and Finance webinar on Dec. 10 can show you how. Learn more at http://bit.ly/Est-FF.

The Establishment Rochester 23.11.2020

A glass of wine can calm chaosand these are chaotic times. Our Wine and Investing 101 webinar on Dec. 9 lets you find ease with a red or white from the comfort of your own home, all while picking up some helpful investment tips from our team. http://bit.ly/Est-Wine101

The Establishment Rochester 17.11.2020

Holiday shopping is an annual exercise in stretching our spending limits. Establishing reasonable limits helps keep things in check, and our Creating a Budget webinar on Dec. 8 can show you how to make it happenand still enjoy the merriest of seasons. http://bit.ly/EstBudget

The Establishment Rochester 15.11.2020

Whether you’re building a career or looking for a new one, professional tools are needed to find eventual success. Our Navigating Your Career Path webinar on December 2 can equip you with what you need as you continue on your journey. Sign up http://bit.ly/EstCareer

The Establishment Rochester 07.11.2020

Retirement isn’t an end. It’s the beginning of an exciting stage of life, and it’s best enjoyed with early preparation. That’s why, no matter your age, it’s never too early for A Guide to Retirement Planning, set for Oct. 29. Register at http://bit.ly/Est-Retire.

The Establishment Rochester 19.10.2020

How important is your credit? Veryunless you enjoy paying more for everything. The Bigger Picture of Credit Scores on Oct. 29 brings its worth into sharper focus, while providing ways to take yours from problematic to pristine. Sign up at http://bit.ly/Est-CreditScores.

The Establishment Rochester 03.10.2020

Wednesdays used to be for lunch breaks with your girlfriends. Times have changed, but the chance for fiscal chatter over salads remains with our Oct. 28 Females and Finance webinar. Get your friends, and sign up for the session at http://bit.ly/Est-FF.

The Establishment Rochester 13.09.2020

Taking the fear out of finance can be as easy as understanding the basics. That’s your foundation, and our Personal Finance Fundamentals session on October 28 can provide the initial direction necessary to make things manageableand less terrible. http://bit.ly/Est-PFF

The Establishment Rochester 24.08.2020

Planning helps you navigate the futureand take you where you want to go. Financial planning is no different, but how do you start? Our Crafting Financial Plans webinar on October 22 can provide some tips to get you started on your fiscal road forward. http://bit.ly/EstFinPlans

The Establishment Rochester 13.08.2020

Many U.S. real estate markets are a sellers’ paradise. This means buyers need to be on their game to grab their first house, and our Buying Your First Home class on Oct. 21 can helpfrom down payment to purchase. Sign up today http://bit.ly/EstHome

The Establishment Rochester 09.08.2020

A waterfront sunset is gorgeousbut not as striking as an organized list of monthly expenditures. Okay, maybe we’re a bit biased (), but you too can realize the beauty of responsible spending via our Creating a Budget session on Oct. 20. http://bit.ly/EstBudget.

The Establishment Rochester 23.07.2020

What does Establishment instructor Eric Palumbo value most about being a financial professional? The relationships with people, including those taking his Tips and Tricks to Navigating Your Taxes session on October 15. Learn more about Eric at http://bit.ly/Est-Palumbo.

The Establishment Rochester 12.07.2020

Why choose between tricks or treatswhen you can have both? Our Tips and Tricks to Navigating Your Taxes session on October 15 will show you helpful techniques (tricks) that can help you hold onto more of your money (treats!). Register today at http://bit.ly/Est-TaxTips.

The Establishment Rochester 26.06.2020

Talking like you know investing? Easy. Actually knowing processes to make informed investment decisions? Not easybut possible with proper instruction. Investing 101 provides such intro direction, and its next session’s set for Oct. 14. Sign up at http://bit.ly/EstInvesting.

The Establishment Rochester 11.06.2020

The last six months, we’ve learned that, if organized, we can fit a lot into a day. But two Establishment sessions in a 24-hour span? You can do it on Oct. 28 and Oct. 29, as we’re stacking afternoon and evening classes on each date. Sign up at http://bit.ly/EstClasses.

The Establishment Rochester 07.06.2020

Good news: This month, those eager for The Establishment’s financial education won’t have to go faror even leave your comfy couch. We’re offering an ambitious slate of insightful webinars throughout October, so sign up for your favorites at http://bit.ly/EstClasses.

The Establishment Rochester 20.05.2020

Another month down, and another (October?) on the way. What does The Establishment have in store for online and in-person classes? A mix of old favorites and financial ed sessions particularly suited for these challenging times. See the schedule at http://bit.ly/EstClasses.