Erb Financial Rochester Income Tax Preparation Investment Management

FINANCIAL SERVICES

Our goal is to provide you with the most hassle-free, straightforward, and honest path through taxes and investing.

INVESTMENT MANAGEMENT

We will meet face-to-face with you to create and maintain a diversified, cost-effective, tax-efficient portfolio to meet your long-term financial goals. We are not active traders of stocks. Our understanding of the concepts and specifics of income taxation makes a real difference. We are primarily fee-based advisors with a fiduciary responsibility to our clients.

RETIREMENT PLANNING

We design and implement practical plans to create a stream of retirement income from your accumulated assets. We match your unique circumstances and goals with a customized investment and risk management strategy. We regularly meet face-to-face to develop and maintain your customized retirement plan.

ROLLOVERS

Retiring? Leaving your job and starting a new one? Unhappy with your current retirement fund? Our licensed professionals will help you with your 401k or IRA rollover to make sure you avoid tax surprises AND find the best placement for your retirement funds.

INSURANCE

How much insurance do you need? That’s a great question! From basic term insurance to long-term care insurance, we will look at your specific situation and find the most effective and cost-efficient insurance to fit your needs.

IRAs

Roth IRA or Traditional IRA? We will help you find the most beneficial IRA to fit your situation, looking not only at the tax benefits and limitations, but also at your investment choices. We’ll help you understand all of your options and suggest what makes the most sense for you.

MEDICARE PLANS

A Medicare Advantage plan bundles your hospital, medical, and often drug coverage into one private plan, sometimes with extras like dental and vision. A Medicare Supplement (Medigap) plan works alongside original Medicare to cover deductibles and copays it leaves behind.

WHO WE ARE

Roots at ERB FINANCIAL go back to 1953, when founder Bill Erb began preparing income taxes for neighbors, co-workers, and family members. ‘Erb’s Income Tax’ grew out of that initial experience, at one time operating six locations throughout the Rochester, NY area.

A lot has happened since the 50’s. Insurance and investment products were introduced in the ‘60’s and 70’s as people sought financial advice and counsel. Erb’s Income Tax became Erb Financial in 2000 to reflect our wider focus. Several office locations were eventually consolidated in 2009 to our current single location in the town of Gates, NY.

Erb Financial employs 20 individuals to provide in-depth services through the busy tax season and beyond. Most of our investment representatives and tax preparers have been with us for well over 20 years.

Investment Management

FINANCIAL SERVICES

Get to Know Us

Give us a Call: (585) 426-8190

WHO WE ARE

Investment Help

Call: (585) 426-8190