Scott
Zollo
Scott J. Zollo
President
Scott obtained his first FINRA securities license in 1990 and has worked for Accu-Vest Planning, Inc ever since. His educational background includes a Masters and a Bachelors degree in Finance from Rochester Institute of Technology as well as multiple securities licenses and insurance licenses. He is also a Charter Financial Analysts (CFA), one of the premier designations in Investment Finance. In 2000, He founded Core Alpha, Inc. to better use his educational background in managing portfolios for individuals and small businesses.
Contact info
585-235-3600 x2 (Phone)
855-235-3600 x2 (Toll Free Phone)
Smart Financial Planning Made Simple
Your Advisor: Scott J Zollo, CFA
Our Services
Investments
We believe that financial planning is a very personal process. This is why we take the time to get to know each and every one of our clients personally. Due to our dedication to our clients and our personal approach we are able to provide them with the highest level of financial planning and wealth management services.
You can rely on us to provide you with the highest level of service while taking care of all your tax needs. Our tax consultants put the full emphasis on you, our client, to get you your maximum tax return.
We provide Insurance solutions to individuals & businesses. We work with many of the largest Insurance providers in the industry to allow us to provide our clients with the right fit when it comes to their insurance needs.
Tax
Insurance
Our
Firm
During the early 1960’s Raymond J. Zollo, the founder of Accu-Vest Planning Inc., was searching for a company that had only one true allegiance…The Client. He was looking for one company that would address his needs, his goals and his financial future and would develop for him a personalized fully integrated financial plan. He met with bank officers, insurance agents and stock brokers but he never found such a company, so he did the next best thing…he founded that company!
Accu-Vest Planning, Inc. is now in our sixth decade of serving our clients needs in Rochester and Western New York. After all these years we remain a local, independently owned financial services firm. We still are dedicated to the guiding principal of providing our clients, whether individual or corporate, with the very best financial products and services. We are able to integrate, into one comprehensive financial plan, the resources available to us from our long standing relationships in Investments, Tax & Insurance.
Today the economic environment changes more rapidly than ever before. It is essential, now more than ever, to have an advisor who because of their training, experience and dedication, will work tirelessly to meet the needs of their clients. At Accu-Vest Planning, Inc. we are large enough to be innovative but small enough to be personal! We proudly continue to provide the best financial opportunities to our clients in the ever changing financial marketplace.
However, throughout all the years one thing never changes at Accu-Vest Planning, our allegiance remains where it truly belongs, on….Our Clients!!!
