Council Rock Wealth Advisory Group

Council Rock Wealth Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC

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🎉 Celebrating Our June Birthdays! 🎉Join us in wishing a very Happy Birthday to our team members celebrating this month! ...
06/03/2026

🎉 Celebrating Our June Birthdays! 🎉

Join us in wishing a very Happy Birthday to our team members celebrating this month! 🥳

Your hard work, dedication, and positive energy make a difference every day, and we’re grateful to have you as part of our team. We hope your birthdays are filled with joy, laughter, and everything that makes you smile! 🎂✨

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

💙 Day of Caring 2026! 💙Our team had an incredible time participating in the United Way Day of Caring! We teamed up with ...
05/22/2026

💙 Day of Caring 2026! 💙

Our team had an incredible time participating in the United Way Day of Caring! We teamed up with Victor Hiking Trails to help clear and create a brand-new hiking path and what a rewarding experience it was.

From trimming brush to clearing debris, we couldn’t have asked for a better day filled with teamwork, fresh air, and plenty of laughs along the way!

We’re proud to support initiatives that make our community more accessible, beautiful, and connected. 🌳

05/21/2026

United Way Day of Caring 2026.

Join us as we discuss the major trends shaping today’s markets—and what they mean for diversified investors.Quarter 2 Up...
05/14/2026

Join us as we discuss the major trends shaping today’s markets—and what they mean for diversified investors.

Quarter 2 Updates

📅 May 20, 2026
🕒 5:30 PM (EST)
💻 Microsoft Teams

Register: https://bit.ly/42vK3HF

⚾ Family & Friends Night at the Ballpark! Join Council Rock Wealth Advisory Group for a fun-filled evening with family a...
05/12/2026

⚾ Family & Friends Night at the Ballpark!

Join Council Rock Wealth Advisory Group for a fun-filled evening with family and friends at the Batavia Muckdogs game!

📅 Friday, June 12
⏰ 6:00 – 9:00 PM

Enjoy the game from our private tent, complete with buffet food options, great company, and plenty of classic baseball fun.

🎆 Stay after the game for a fireworks show to cap off the night!

There is no cost or obligation to attend.
For ticket confirmation: email [email protected] or text/call 585.978.8127

We hope you’ll join us for a memorable summer evening at the ballpark! ⚾🌭

🌸 Happy Mother’s Day! 🌸Today we celebrate the incredible moms, grandmothers, and mother figures who inspire us every day...
05/10/2026

🌸 Happy Mother’s Day! 🌸

Today we celebrate the incredible moms, grandmothers, and mother figures who inspire us every day. Thank you for your strength, love, guidance—and for always knowing exactly what we need (even before we do 💐).

Wishing you a day filled with appreciation, relaxation, and all the joy you bring to others all year long! 💕

🎳 We’re excited to have participated in this year’s Junior Achievement Investment Advisor Bowling Challenge!This fun, fr...
05/08/2026

🎳 We’re excited to have participated in this year’s Junior Achievement Investment Advisor Bowling Challenge!

This fun, friendly event brings together financial firms across our region to support Junior Achievement and its mission of promoting financial literacy, entrepreneurship, and work-readiness.

As for our bowling skills… let’s just say we had a few “bull runs” toward strikes and a couple downturns into the gutter. Not every ball was a strike, but we stayed diversified and aimed for better returns frame by frame! 😆

Retirement is exciting—but taxes can still play a role.Join us for our upcoming webinar, Preparing for Taxes in Retireme...
04/27/2026

Retirement is exciting—but taxes can still play a role.

Join us for our upcoming webinar, Preparing for Taxes in Retirement, to explore key tax considerations for your retirement years.

📅 May 6, 2026
⏰ 5:30 PM EST
📍 Virtual via Microsoft Teams
🔗 https://bit.ly/3QuPdAZ

We look forward to having you join us!

🎉Congratulations, Jodi, on being named a 2026 Volunteer Reward winner!Your dedication to serving the community truly ref...
04/26/2026

🎉Congratulations, Jodi, on being named a 2026 Volunteer Reward winner!

Your dedication to serving the community truly reflects our shared commitment to volunteerism. Thank you for making a difference. 💞

Address

Rochester, NY

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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