From Planning to Living LLC is a financial planning and wealth management firm based in Pittsford, New York. As a Registered Investment Advisor (RIA), the company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Their services are designed to help individuals and families navigate various life stages, focusing on retirement planning, investment management, estate planning, and risk management. The firm emphasizes a collaborative, client-centric approach to create comprehensive and customized financial strategies.

Founded in

United States