Equitable Advisors - Empire Branch

Equitable Advisors - Empire Branch maintains its Rochester-area office at 755 Jefferson Road, Suite 310, in the Henrietta section of Rochester, NY. The Empire Branch is one of the larger organizations within the Equitable Advisors network, with offices spread across Upstate New York — including Buffalo, Syracuse, Albany, and Rochester — as well as additional locations in the broader region. The branch traces its community presence back over a century through the lineage of merged Upstate New York offices and employs more than 300 financial professionals across its footprint. Securities are offered through Equitable Advisors, LLC, a FINRA and SIPC member firm that is also registered with the SEC for investment advisory services.

The Rochester office provides a range of financial planning and advisory services for individuals, families, and businesses. Core areas of focus include:

• Retirement planning
• Investment advisory services (both fee-based and non-fee-based)
• Estate planning
• Insurance products (through Equitable Network, LLC)
• Tax strategy guidance
• Financial planning for various life stages

Advisors at this location work with clients at different points in their financial lives — from those just starting to build assets, to mid-career professionals, to individuals approaching or in retirement. The office also offers pension consulting and educational seminars as part of its planning process.

The Empire Branch is recognized as one of the top-performing branches in the Equitable Advisors system nationally, ranking among the largest in the organization. Its needs-based planning approach centers on understanding each client's goals before building a financial roadmap. The branch's deep roots in Upstate New York — spanning more than 100 years through predecessor offices — give it an established presence in the region's financial services landscape.

The Rochester office sits within the Unither Life Sciences Centre, a Class A office building on Jefferson Road in Henrietta, managed by Flaum Management Company. The location is easily accessible from Interstate 390 via the Jefferson Road exit, placing it in a busy commercial corridor near Rochester Institute of Technology, the University of Rochester's southern campus area, and Monroe Community College. Jefferson Road is one of Henrietta's main commercial stretches, lined with offices, restaurants, and retail, making the office convenient for clients traveling from across the greater Rochester area.