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  • Fitzgerald Custom Wealth Planning of Raymond James
    100 Meridian Centre Suite 315 Rochester, NY 14618 O: 585.274.5000 TF: 888.846.7894 F: 866.466.8024
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Tax-efficient strategies for investment properties
3 smart ways to defer capital gains taxes.
Family & Lifestyle
12 wishes for the new year [INFOGRAPHIC]
12/13/2023
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
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Consider umbrella insurance
Protect what you've built with a secondary insurance policy.
Family & Lifestyle
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
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Fitzgerald Custom Wealth Planning of Raymond James LogoFitzgerald Custom Wealth Planning of Raymond James Logo
  • 100 Meridian Centre Suite 315 Rochester, NY 14618
  • O: 585.274.5000
  • TF: 888.846.7894
  • F: 866.466.8024
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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