Harvey Reiner - Valiant Standard Wealth Management

Harvey Reiner - Valiant Standard Wealth Management Harvey Reiner's passion is to understand client's financial needs, goals, and resources and
then create and implement their personal plan

About
With more than 25 years in financial services, I’ve built my career helping people from all walks of life gain clarity and confidence with their money. At Valiant Standard Wealth Management, I provide personalized financial planning and investment guidance that’s designed to meet real-life needs, not just hit numbers on a page. I hold the Accredited Investment Fiduciary® (AIF®) and Retiremen

t Income Certified Professional® (RICP®) designations, which help me deliver advice that’s grounded in fiduciary best practices and tailored to sustainable, tax-smart retirement income strategies. I also specialize in corporate retirement benefit plans, having worked extensively with current and former Xerox employees. Having participated in the Xerox 401(k) myself and advising hundreds on the Retirement Income Guarantee Plan (RIGP) – I understand the ins and outs and how to help you get the most from your benefits and integrate them with social security and other retirement benefits. Whether you’re preparing for retirement, navigating a big financial decision, or just want to feel more in control of your future, I take a down-to-earth, educational approach to help you make informed choices. I believe in relationships over transactions, and I take pride in being a long-term partner to my clients and their families. Areas of Focus:
• Financial Planning & Investment Strategy
• Retirement Income Solutions
• Corporate Retirement Benefits
• Xerox 401(k) and RIGP Optimization
• Asset Management with a Fiduciary Standard
• Helping Clients at Every Wealth Level
Let’s have a conversation about what matters most to you and how your money can support that vision. Supervisory offices at 1776 Pleasant Plain Road Fairfield, IA 52556. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Valiant Standard Wealth Management and Cambridge are separate entities.

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Address

160 Linden Oaks
Rochester, NY
14625

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 7pm
Friday 9am - 5:15pm

Telephone

+15855653940

Website

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About Harvey

MISSION STATEMENT Harvey Reiner is the veteran Financial Consultant with over 20 years of experience, 11 years at Xceed Wealth Management Group that has helped people retire with confidence. His passion is to understand client's financial needs, goals, and resources then create and implement their individual financial plan in a straightforward, understandable way. Contact Harvey Reiner for your free financial review at 585.545.2080, [email protected], or schedule with him through our website at xceedwealthmanagement.org/schedule-an-appointment.

LICENSES AND REGISTRATION Mr. Reiner holds the FINRA Series 7 and 66 registrations through LPL Financial. Additionally Mr. Reiner holds his New York State Life and Health Insurance Licenses.

SERVICES Seasoned at working with the retirement plans of Rochester’s major employers. He has in-depth knowledge, experience and fondness for the Xerox Retirement Plan as well as: • Reduction in force (RIF) options • Retirement assessments • Employee Stock Ownership Plans (ESOP) • Life Insurance • Long Term Care Insurance • Investment Management • Mutual Funds • Stocks and Bonds • Asset Allocation • Annuities