Who we are
Forever Financial Advisors is a fee-only financial planning and investment advisory firm located in Fairport, New York, just outside of Rochester. We provide comprehensive financial planning and investment management to individuals and small business owners. Forever Financial is a fee-only firm, and does not accept any commissions or revenue from any source other than the clients which we serve. It is our strong belief that this provides a level of objectivity and integrity that is an essential part of our relationship with our clients.
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Services We Offer
Our expertise lies in developing a plan that is unique to your situation. This may involve multi-generational planning, divorce planning, providing for family members with special needs, situations specific to executives and self-employed individuals, and meeting your goals for charitable giving or socially responsible investing.
“Twenty years from now, you will be more disappointed by the things you didn't do than by the ones you did. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails.”