Your Wealth Planning Solution.


Payroll, Benefits, Retirement

The management team for RDG Wealth

Why RDG?


Your trusted advisor has it covered.‍

Great Service. Responsive. Knowledgeable. Authentic.

We’ve got your back.

What We Offer


Types

  • SIMPLE IRA
  • ‍SEP IRA
  • ‍Individual 401k
  • ‍Traditional 401k
  • ‍Safe Harbor 401k
  • ‍Profit Sharing Plans
  • 403(b) Plans
  • Defined Benefit Plans
  • Non-Qualified Deferred Compensation Plans

Services

  • Plan Set Up & Maintenance
  • Tax Credit Counseling
  • Retirement Plan Analysis and Consulting
  • ‍Participant Training
  • Employee Enrollment & Education
  • Financial Education and Wellness
  • ‍Fee Analysis and Transparency

Meet Our Team

Want to learn more?


Main Contact

Thomas Queri
tqueri@rdhbwealth.com
(585) 673-2600


Location:

10 Winthrop Street
Rochester, New York 14607

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