We are happy to announce the opening of our new office location. The new location will accommodate our growing firm and allow us to offer greater convenience and flexibility to our clients. Lutz & Associates works in affiliation with Alliance Advisory Group and this move will allow us to serve you even better.
You can now find us at :
Alliance Advisory Group
600 Park Avenue
Rochester, NY 14607
Take a look at the photos below for a sneak peek of the new location! We look forward to seeing you there soon.
If you have any questions about our move or would like to schedule an appointment, contact me by emailing Carl_Lutz@glic.com or calling 585.264.1111.
Since 1999, Carl Lutz has served more than 400 families and business owners in the area of building and protecting wealth. Today he spends much of his time helping pre-retirees transition from accumulation to distribution, in conjunction with serving business owners in the areas of estate and succession planning. Along with nearly two decades of experience, he has received the "Advanced Financial Planning" designation, the Chartered Financial Consultant® (ChFC®), signifying his comprehensive and in-depth knowledge of financial services. To learn more about Carl, visit www.lutzandassociates.com or connect with him on LinkedIn.
Registered Representative and Financial Advisor of Park Avenue Securities LLC, Financial Representative of Guardian
This material was prepared by an independent third party