Beltz-ianni.com

Welcome To Beltz Ianni & Associates

• One Bausch and Lomb Place, Suite 900, Rochester, NY 14604
• Why Beltz Ianni & Associates
• Our partners, managers, and staff focus every day on making this happen by educating ourselves and our clients, by delivering the highest level of service and by putting our clients’ needs first
• The values we hold are the foundation on which we perform

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Beltz Ianni & Associates

• [email protected]
• Michelle has spent the best part of her career proactively helping her plan sponsor clients who seek to maintain successful qualified retirement plans
• Michelle, as a member of Beltz Ianni & Associates’ Retirement Plan Consulting Team, delivers assistance with plan design and administrative

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Wealth Management System

• © 2022 eMoney Advisor, LLC
• | Software Version: 10.3.702.44431 | Terms of Use Security Privacy Notice Disclaimer

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Beltz Ianni & Associates LinkedIn

401 (k) Retirement Plans, Retirement Planning, Individual Long-Term Care, Life, and Disability, Investment Management, Fiduciary Consulting, Retirement …

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Portfolio Pieces

• Beltz Ianni & Associates is a comprehensive financial services firm, focused on helping people prepare for and work toward a successful retirement
• Their new custom Fission CMS website higlights their committment to positively impacting their clients’ financial health
• Categories Custom Design Services Professional Services About the project

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Beltz Ianni & Associates Rochester Business Journal

• By: Nicole Sheldon May 26, 2021
• Beltz Ianni & Associates announces the firm has been named a NAPA (National Association of Plan Advisors) Top DC (defined contribution) Advisor Team
• The information in the People and Awards section is provided by the submitter
• The Rochester Business Journal accepts high-resolution

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Beltz Ianni & Associates

• Beltz Ianni & Associates announces the hiring of Vince Piscitelli as a wealth management advisor
• He most recently served as a financial planner at Ameriprise LLC
• He has a bachelor’s degree in forensic finance and an MBA with a concentration in accounting
• The information in the People and Awards section is provided by the submitter

Rbj.net   DA: 7 PA: 37 MOZ Rank: 50

Beltz Ianni & Associates

• About Beltz Ianni & Associates: Beltz Ianni & Associates is located at 280 Kenneth Dr Ste 110 in Rochester, NY - Monroe County and is a business listed in the categories Life Insurance, Direct Life Insurance Carriers and Insurance Life
• After you do business with Beltz Ianni & Associates, please leave a review to help other people and improve

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Beltz Ianni & Associates Rochester Business Journal

• Beltz Ianni & Associates announces the hiring of Riley Zimmerman as a client services associate
• He most recently served as an intern service support specialist at Paychex Inc
• He has a bachelor’s degree in education and history from SUNY Oswego
• The information in the People and Awards section is provided by the submitter
• The Rochester Business June …

Rbj.net   DA: 7 PA: 37 MOZ Rank: 52

Beltz Ianni & Associates

• Beltz Ianni & Associates, LLC is focused on helping people prepare for and maintain a successful retirement
• Like a Retirement Caddy™ we are always ready with t he guidance and tools they need to achieve success
• We define a successful retirement simply as one where our clients can retire with confidence
• In addition to retirement, insurance

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BELTZ, IANNI & ASSOCIATES LLC

• BELTZ, IANNI & ASSOCIATES LLC (DOS ID: 3911583) was incorporated on 02/11/2010 in New York
• Their business is recorded as DOMESTIC LIMITED LIABILITY COMPANY
• The Company's current operating status is Active
• Current Entity Name: BELTZ, IANNI & ASSOCIATES LLC

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Beltz Ianni & Associates LLC

Since Beltz Ianni & Associates LLC was founded, the company has experienced slower revenue growth than the industry average Annual Revenue Beltz Ianni & Associates LLC's annual revenue $ 4,705,000 Based on Kona Equity data Revenue per employee $ 214,000 Variance of revenue growth 0.08 Annual revenue growth since founding $ 224,047

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Accessibility Beltz Ianni & Associates

• Enhanced Retirement Solutions Accessibility Statement
• Enhanced Retirement Solutions strives to ensure that its services are accessible to people with disabilities.

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Beltz Ianni & Associates Rochester Business Journal

• Complete access to news articles on rbj.net is available to Rochester Business Journal's subscribers who are logged in
• Subscribers may login at the login tab below
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• Subscribe Login Print & Digital 1 Year $129.00 ---------- 2 Year $199 ---------- 3 Year $289 Digital Edition 1 Year $99.00

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Beltz Ianni & Associates

• Beltz Ianni & Associates provides financial and investment advisory services
• Summary People Technology Signals & News Similar Companies.

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Beltz Ianni & Associates

Beltz Ianni & Associates announces the firm has been named a

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Beltz Ianni And Associates LLC Company Profile Rochester, NY

• Company Description: Beltz Ianni and Associates LLC is located in Rochester, NY, United States and is part of the Agencies, Brokerages, and Other Insurance Related Activities Industry
• Beltz Ianni and Associates LLC has 2 total employees across all of its locations and generates $1.38 million in sales (USD)

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Beltz Ianni & Associates

• Beltz Ianni & Associates is focused on helping people prepare for and maintain a successful retirement
• In addition to managing the concerns of employees through …

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Beltz Ianni & Associates LLC

• Beltz Ianni & Associates LLC announces that Michelle Cannan has been hired as a retirement plan consultant
• The information in the People and Awards section is provided by the submitter
• The Rochester Business Journal accepts high-resolution color, digital photos with press releases
• Send digital submissions to [email protected]

Rbj.net   DA: 7 PA: 39 MOZ Rank: 64

Beltz Ianni & Associates, LLC, Rochester NY

• Industry: Financial Services Doing business as: Beltz Ianni & Associates Site: beltz-ianni.com Phone: (585) 340-5200 Description: Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement

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