The Ogden Group is a dedicated team of financial professionals that bring their expertise to individuals and businesses alike. Randy and his team work on everything from investing, long-term health care planning, employee benefits analysis and more.  To see a complete list of services click here.

Tax-Efficient

Investing

Randy and his team always keep the trigger on the pulse of your investments and any tax consequences that may be associated with them.

They create tax sensitive strategies outside of retirement accounts with a goal to keep investment gains off of your tax form.

Nursing Care

Planning

Planning for potential nursing home costs is crucial step in any financial plan.

The Ogden Group looks at your individual situation to come up with solutions to deal with the cost of nursing care so that you and your family are properly taken care of.

Charitable-Giving

Solutions

Are you Charitably Inclined?

 

Our comprehensive personal approach seeks to identify the best charitable giving vehicles and ideas for you.  

 

Our strategies can help  accomplish your goals and best take advantage of available tax benefits.

What Can We Do For You?

We understand what it takes to protect and manage multi-generational wealth by having the unique ability to connect with clients of all ages. The Ogden Team assists with reviewing estate plans, will consult with attorneys and accountants, conduct a Social Security benefits analysis, beneficiary review, and much more.

Retirement Income

& Distribution

  • Market tested distribution strategies

  • Convert your investments into lifelong income

  • Automated electronic bank transfers

  • Required minimum distribution calculations

Investment

Oversight

  • Disciplined money manager monitoring

  • Quarterly client meetings

  • Review investments in company retirement plan

  • Suggest alternatives to lower your taxes

Family Wealth

Planning

  • Estate plan review

  • Consultation with attorneys & accountants

  • Social Security benefits analysis

  • Detailed financial planning software

Family Wealth

Protection

  • Risk assessment & allocation control

  • Beneficiary review/analysis

  • Life insurance assessment

  • Long term care planning to preserve wealth

A Dedicated Team

Our dedicated team of experienced professionals are here to help you and your family in any way we can.  

Randell J. Ogden
Senior Vice President, 
Financial Advisor

585-512-2325

Kathy Kurzrock
Registered Financial 
Services Associate

585-512-2304

Brendan Ercole
Wealth Management
Associate

585-512-2357

Jenna Hoecker
Client Coordinator

585-512-2358

 

Experts

This business is built on partnership. Randy and his team will partner with you to get the job done. As experts in tax money management, they know how to make the most of investments and guide each client—whether an individual or organization—to get the most out of their money. The members of The Ogden Group are professionals and their clients trust them to do what they say they're going to do.

 

585-512-2304

 
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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