Wholeistic Thinking

585.264.1111

Client Portal

Home
About
Services
Clients
Living Balance Sheet®
Events
Resources
NY Residents
Contact Us

Contact

Lutz & Associates Wealth Strategists

Office: 585.264.1111

Mobile: 585-440-8850

Fax: 585.264.0103

600 Park Avenue

Rochester, NY 14607

lutz_associates@glic.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

This material is intended for general public use. By providing this material, Guardian is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Securities products and services offered through Park Avenue Securities LLC (PAS), member FINRA, /SIPC . OSJ: 600 Delaware Ave., Buffalo NY 14202, 800-777-3411

PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Lutz & Associates is not an affiliate or subsidiary of PAS or Guardian.

California Insurance License ID# OF30591

Important Disclosures | Privacy Terms | Terms of Use

2021-122546 Exp 06/23