My name is Robert L. DeFreze Jr. and I am the owner of DeFreze Financial. I believe that good financial decisions do not have to be confusing. I can provide you with techniques that can help you make the most of your investments and assist you in achieving your financial goals and more importantly, peace of mind.
This site will not only introduce you to my family business, you'll also find access to a wealth of information in the form of newsletters, articles, calculators, and many other tools. All of the material is updated daily to provide my clients with the most timely information available. Use this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and college planning.
This site will not only introduce you to my family business, you'll also find access to a wealth of information in the form of newsletters, articles, calculators, and many other tools. All of the material is updated daily to provide my clients with the most timely information available. Use this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and college planning.
Services
Robert L. DeFreze, the owner of DeFreze Financial Services, has been working with individuals and businesses in Western and Central New York for over 40 years. Outside of New York State, Bob is licensed in and provides various services in states such as North Carolina, South Carolina, Georgia, Florida, Arizona, Connecticut, Michigan, New Hampshire, Pennsylvania, Maryland, Ohio, Kentucky, Delaware, Colorado, California, and Virginia.
If you have any questions or trouble just give me a call at the office and one of us will help you out. There are many financial calculators under the "Learning Center" tab that you can use to assist you in your everyday personal finances. Under the Learning Center tab there are also several research articles that you might be interested in.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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