Harmony Financial Strategies is an independent financial planning firm based in Pittsford, New York. The company focuses on developing personalized financial strategies for individuals, families, and business owners to help them pursue their long-term financial goals. Their mission is to build lasting client relationships based on trust and a comprehensive understanding of each client's unique needs, offering services that encompass financial planning, investment management, retirement planning, and insurance. They operate as registered representatives of Woodbury Financial Services, Inc., leveraging the resources of a larger broker-dealer while providing a localized, team-based approach to financial guidance.

Founded in

United States