QCI Team

1040 Pittsford Victor Rd

Pittsford

NY

14534

+1 (585) 218-2060

About QCI Team

Client first. A guiding principle for our team, we are committed to providing nothing less than exceptional service for every client. We back up this claim with a highly engaged and talented group of advisors and retirement plan specialists who take the time to understand your specific needs, goals, and circumstances. Our team of advisors provide tailored wealth management consulting and retirement plan services through our client-first philosophy, unwavering judgment, and meticulous search for opportunities. As with anything created through dedication and care, our goal is to build you a lasting financial future.

Resources from our team

Filters

Blog

The SECURE Act made inherited IRAs much more complex than they used to be. Discover how your inheritance might be affected by these changes and what you can do to plan for it.

Blog

You can use marital trusts to provide financial security for your loved ones while reducing your exposure to estate taxes. Learn how with this guide.

Blog

If they're laid off, workers receiving equity compensation have a lot to consider. Here are some equity compensation strategies if you get laid off.

Team locations

Pittsford, NY
1040 Pittsford Victor Rd, Pittsford, New York, 14534
+1 (585) 218-2060