Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Louis Bouchard
- Registered Principal
- Senior Financial Advisor
Stability. Integrity. Experience.
That’s what Louis Bouchard provides to his clients every day. During his 39-year career as a financial advisor, he has worked with families, individuals and business owners – on a local and national level - in all areas of investment planning to help his clients achieve their financial goals. Lou’s approach to financial health is personalized, strategic and holistic. Your best interest is at the heart of his work.
Expertise areas include retirement planning, income strategy, investment planning, risk tolerance, tax considerations, multi-generational investing, and wealth-transfer strategies.
He lives in Fairport, has been active within the community, specifically in youth sports, and has four adult children. His hobbies include golf, travel, New York Yankees and spending time with his children, grandson, and grand-dogs.
Lou, who earned his financial advisor registration in 1985 and has since received several industry certifications, would be honored to serve as your financial advisor and help you achieve your financial goals.
That’s what Louis Bouchard provides to his clients every day. During his 39-year career as a financial advisor, he has worked with families, individuals and business owners – on a local and national level - in all areas of investment planning to help his clients achieve their financial goals. Lou’s approach to financial health is personalized, strategic and holistic. Your best interest is at the heart of his work.
Expertise areas include retirement planning, income strategy, investment planning, risk tolerance, tax considerations, multi-generational investing, and wealth-transfer strategies.
He lives in Fairport, has been active within the community, specifically in youth sports, and has four adult children. His hobbies include golf, travel, New York Yankees and spending time with his children, grandson, and grand-dogs.
Lou, who earned his financial advisor registration in 1985 and has since received several industry certifications, would be honored to serve as your financial advisor and help you achieve your financial goals.
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Brett Bouchard
- CRPC
- Financial Advisor
Dedicated. Reliant. Approachable
After graduating from Rochester Institute of Technology in 2018, with a dual major in finance and accounting, Brett joined the family business as a client-associate and quickly earned the trust and credibility of his colleagues and was promoted as a full-time Financial Advisor. Since, Brett has earned his Chartered Retirement Planning CounselorSM (CRPC®) designation.
Brett has been on teams his entire life, starting with Fairport Little League at the age of 5 and spent four years on the Rochester Institute of Technology Tigers baseball team. He’s always been part of a team and understands the importance of relationships and working with others. Brett is ready to make relationships in the community and grow the family practice. That said, he wants to be part of your team.
Brett has watched his father in the finance industry his whole life and credits his passion for the industry to having “seen how financial uncertainty can affect everyday life and wants to give his clients the confidence knowing their money is in the hands of someone they trust.”
On a personal level, Brett resides in Canandaigua and enjoys boating, fishing, camping, and spending time with his dog, Hudson.
Your referral is my greatest compliment.
After graduating from Rochester Institute of Technology in 2018, with a dual major in finance and accounting, Brett joined the family business as a client-associate and quickly earned the trust and credibility of his colleagues and was promoted as a full-time Financial Advisor. Since, Brett has earned his Chartered Retirement Planning CounselorSM (CRPC®) designation.
Brett has been on teams his entire life, starting with Fairport Little League at the age of 5 and spent four years on the Rochester Institute of Technology Tigers baseball team. He’s always been part of a team and understands the importance of relationships and working with others. Brett is ready to make relationships in the community and grow the family practice. That said, he wants to be part of your team.
Brett has watched his father in the finance industry his whole life and credits his passion for the industry to having “seen how financial uncertainty can affect everyday life and wants to give his clients the confidence knowing their money is in the hands of someone they trust.”
On a personal level, Brett resides in Canandaigua and enjoys boating, fishing, camping, and spending time with his dog, Hudson.
Your referral is my greatest compliment.
Contact
Education
- Rochester Institute of Technology