Dennis Behr
Nearby finance companies
Meridian Centre Boulevard
Meridian Centre Boulevard
Bausch and Lomb Place
One Bausch & Lomb Place
Bausch and Lomb Place
Alamance Road, Burlington
14604
Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Dennis Behr, Financial service, 400 Meridian Centre, Suite 101, Rochester, NY.
Personal financial planning impacts your business. What’s your plan and how can we help?
What are the odds you will become too sick or injured to work for an extended period of time? They may surprise you. Let’s make sure you’re protected.
Perception is not reality When it comes to disability income insurance your perception is not reality.
Tuition? Retirement? Both. Let’s talk about ways to keep all your financial goals on track.
Supporting your family’s needs AND your own can be challenging. Let’s talk.
Transitioning family wealth starts with knowledge. How can I help you and your family with financial education to leave a multi-generational legacy?
You can’t predict where life will take you, but you can take steps towards securing your family’s financial future. Let’s discuss how life insurance can help protect your loved ones today.
Balancing your family’s needs and the demands of your business can be a challenge. Let’s look at your big picture.
Keep the conversation going—let’s talk about building your family’s wealth.
Join Doug as he shares his story about how not having Disability Income Insurance has taken a financial and emotional toll.
Doug's Story Learn how not having disability income insurance affected Doug when he became disabled.
Building and maintaining wealth is personal. Let’s talk about ALL your options.
Make sure your summer to-do list includes protecting your family with life insurance. Let’s connect.
Nearly half of all business owners plan to use investments and savings as their main source of retirement income. Let’s look at your options.
Source: LIMRA, Small Business Owners Consortia Study, December 2023
Warm weather, vacations, relaxing with the family. These are the memories that last a lifetime. Let’s talk about navigating preventable challenges to your portfolio to protect these moments for future generations.
Please join us at our open houses! 🌞
250 Winesap Point, Greece, NY 14612 🔑
Saturday, June 22nd & Sunday, June 23rd from 12-2pm!
Don't miss out on this RARE beautifully maintained 3,520 Sq Ft Colonial with attached true in-law, listed at $529,900!
6 Bedrooms
3.5 Bathrooms
3+ Car Garage
Patio, Deck & Above Ground Pool ☀️
Built in 2003!
Spacious & modern main house with 4 bedrooms, 2.5 baths, den/study, eat-in kitchen, formal dining room, & living room with gas fireplace. Primary bathroom remodeled 2022. 3 car garage with separate in-law entrance! ✨
In-law with 2 bedrooms, 1 full bath, eat-in kitchen, dining area, living room with gas fireplace & slider to patio, & accessibility galore! 1st floor laundry & separate utilities!
Many amazing updates!
Listed by Hayley Borrelli
585-857-0691 📲
Under Contract!
Congratulations to Hayley Borrelli & her sellers 🎉🔑
64 West Garden Drive, Gates Expect To Be Impressed By This Immaculate Ranch & Get Ready For CareFree Living! Big & Open Living Room with Gorgeous Wood Flooring and a Cozy Gas Fireplace! Generous Sized Kitchen with Ample Cabinet and Counter Space. All Kitchen Appliances Included Too! Open Dining Room with Sliding Glass Door Acc...
Let’s connect this summer and discuss the benefits of owning life insurance, no matter where you are in life.
Retirement plans aren’t just for big companies. Let’s talk about all your options.
Future generations will benefit from the wealth you build today. Let’s talk about ways to secure your future.
Your business is your biggest asset. Let’s talk about ways to protect what you’re building.
After an accident left Brigitte unable to work, her individual Disability Income insurance policy helped provide much-needed income — and a diploma. Learn more.
Brigitte's Story When she left home that day, Brigitte Jameson had no idea how much her life would quickly change. To help start the DI conversation, share this MassMutual DI claim…
We’re proud to be backed by a company with the strength and longevity of MassMutual. Let’s talk about ways to secure your future.
A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate tax purposes. Let’s discuss what this could mean for you and your business.
Business owners: Check your buy-sell agreement | MassMutual The tax treatment of life insurance proceeds in buy-sell agreements is changing, thanks to the Supreme Court.
69% of business owners say that keeping key employees loyal is a top priority. I can help you put the right insurance plan in place to retain your best team members.
Source: MassMutual’s “Business Owner Perspective” Study, 2022.
From graduation to weddings, parenthood to home ownership - life is filled with moments that impact our financial journeys. No matter where you are in your journey, I can help.
69% of business owners say that keeping key employees loyal is a top priority. Make sure you’re talking to your clients about how having the right insurance plan in place can help them retain top talent.
Source: MassMutual’s “Business Owner Perspective” Study, 2022.
Investing isn’t just about the proper allocation to stocks, bonds, and cash. It’s also about careful estate and wealth transition planning. Let’s discuss your plans to help ensure they meet your family’s needs.
Estate planning: 6 big mistakes that can cost you | MassMutual An estate plan can protect your assets, interests and beneficiaries, provided you avoid costly mistakes pertaining to your trust, will, ownership and more.
Annuities are powerful retirement tools, but people often have misconceptions about how they work. Let’s talk over your strategy and make sure you’re making things clear for your clients.
Why criticisms and complaints about annuities are often wrong | MassMutual Annuities are often disparaged by certain segments of the financial community. And in many cases, the criticism is undeserved.
Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package.
What is a Section 162 executive bonus plan and how does it work | MassMutual Executive bonus plans (Section 162 plans) use life insurance benefits to entice and keep key employees at your company.
No one plans to become disabled. If the unexpected happens and your client becomes too sick or hurt to work, disability income insurance can help.
Disabled? Me? Never! Most people don’t think it can happen to them. Don’t let a disability take away your financial stability.
Click here to claim your Sponsored Listing.
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Address
400 Meridian Centre, Suite 101
Rochester, NY
14618
260 East Main Street, Suite 6000
Rochester, 14604
We provide accurate and secure proof of funds confirmation for all your clients and transactions!
1703 Monroe Avenue
Rochester, 14618
Disciplined Strategies. Responsible Planning. Join D.R.J. Planning & Wealth Management to make the m
2290 East Avenue 3rd Floor
Rochester, 14610
Financial Advisor, Ameriprise Financial Services, LLC
400 Meridian Centre, Suite 100
Rochester, 14618
My team and I take people through a holistic process that helps them make better financial decisions
Rochester Avenue New York NY, US
Rochester, 11213
𝙎𝙆𝙔𝙇𝙄𝙉𝙆𝙁𝙓 𝙊𝙁𝙁𝙀𝙍𝙎 𝙔𝙊𝙐 𝘼𝙐𝙏𝙊𝙈𝘼𝙏𝙀𝘿 𝘾𝙊𝙋𝙔 𝙏𝙍𝘼𝘿𝙄𝙉𝙂 𝙈𝘼𝘿𝙀 𝙀𝘼𝙎𝙔.
Rochester
At Kappan Financial, we help people like you make the right decisions for your financial future.
1000 Pittsford Victor Road, Suite E, Pittsford
Rochester, 14534
Let me assist you in planning your financial future
600 Park Avenue
Rochester, 14607
Here at AAG, we work with people in order create create financial comfort and confidence. Please don't hesitate to reach out if you have any questions!
175 Corporate Woods Suite 250
Rochester, 14623
Offering financial strategies for: asset allocation, retirement planning, education funding, survivorship planning, disability strategies , estate planning, business succession and...
175 Corporate Woods Suite 250
Rochester, 14623
Let us help you plan for your financial future.