Cypress Financial Consultants, LLC

Cypress Financial Consultants, LLC is a leading financial planning firm based in Rochester, New York, dedicated to securing the wealth and futures of individuals and families across the United States. We specialize in comprehensive financial planning, retirement strategies, and estate planning, combining decades of experience with the resources of Equitable Advisors. Our approach centers on building lasting relationships, understanding each client's unique circumstances, and providing tailored solutions that align with their long-term goals. We offer a holistic perspective, integrating wealth-building strategies with essential safeguards to ensure financial security and peace of mind. With over 40 years of experience and a team of 238+ financial consultants, Cypress Financial Consultants is committed to nurturing financial literacy and guiding clients through every stage of life. We are more than just financial advisors; we are trusted partners dedicated to helping you achieve your financial dreams. We provide investment management, retirement income strategies, and estate planning services, all designed to protect and grow your assets for generations to come.