Heise Advisory Group is a Rochester, NY-based independent wealth management firm that provides comprehensive financial planning, investment management, and retirement planning services. Their mission is to create customized financial strategies that align with their clients' unique goals, acting as a financial advocate. The firm operates on a client-centric model, emphasizing long-term relationships and personalized advice. Securities and investment advisory services are offered through their affiliation with Kestra Investment Services, LLC (member FINRA/SIPC) and Kestra Advisory Services, LLC.

Founded in

United States