Modern City

Overall Financial Integrations

We provide financial advice in all areas of your life including:

Retirement Planning

1.

Investment Advice

2.

Tax Planning

3.

Nursing Care Planning

4.

Insurance Planning

5.

Social Security Planning

6.

Health Care Planning

7.

College Planning

8.

Cyber Security

9

Estate Planning

10

  • Providing financial advice in all areas of life

    • Retirement Panning

    • Investment Advice

    • Tax Planning

    • Nursing Care Planning

    • Insurance Planning

    • Social Security Planning

    • Health Care Planning

    • College Planning

    • Cyber Security

    • Estate Planning

  • Working with your CPA and Attorney to maximize your plan

  • Custom built financial plan detailing lifetime cash flow & needs

About the Armstrong Team

 
Zachary Armstrong, CFP®
 Financial Advisor

585-512-2391

Zach works with clients on numerous issues including, but not limited to, making investment recommendations, assisting with insurance needs planning, and putting a plan in place for college savings. Zach also spends much of his time specializing in providing personal retirement planning and projections for his clients. Overall, he aims to deliver solutions for all of his clients’ financial planning needs. In addition to his Certified Financial Planner® designation, Zach also holds his Series 7 and 66 licenses as well as Life, Accident, and Health Insurance. He is a graduate of the University of Rochester.

Maggie Vescio
Registered Financial 
Services Associate

585-512-2394

Maggie joined Sage Rutty in 2016 as a Financial Services Associate. Beginning her career in 2012, her knowledge of the financial services industry aids in providing a positive client experience and exceptional service. She earned her Bachelor’s Degree in Psychology from SUNY Geneseo as well as her Master’s Degree in Finance from Rochester Institute of Technology. Maggie is a lifetime member of the Beta Gamma Sigma honor society.

Free Seminars

Education is Important.  Come meet the team, and expand your financial knowledge.

 

Cyber Security & Protecting Your Assets

Financial fraud is more prevalent than ever before and early detection and protection is crucial.  This seminar will discuss many financial risks that you may not even be aware exist.  In today’s society, we need to do more than ever to protect our credit, identity, and financial accounts.  Come learn about many of the ways online criminals can attack you financially and the things you should be doing to protect yourself from identity theft, fraud, and hackers.

Preparing for the Next Recession

Are your investments prepared for the next recession?  Do you have a plan in place to mitigate potential losses? This seminar discusses how to reduce your investment risk, while still planning to grow your portfolio. Come learn the mistakes investors make prior to a recession that can cost them financially and strategies to consider to manage volatility and ensure retirement success.

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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2019 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC