Capvest Financial Group is an independent, fee-only financial planning and investment advisory firm located in the Rochester, NY area. Capvest Financial provides comprehensive,fee-only services to individuals, small businesses and non-profit organizations within the greater Rochester metropolitan region. These services are available you on a one-time, as needed, or on-going basis.
Capvest Financial Group was founded on the belief that everyone -regardless of their individual income level or organizational size- can benefit from sound, objective financial advice and planning. In order to reach your financial goals, it is important for you to make a commitment to your personal and business finances. To help you make this commitment, Capvest Financial will serve as your personal financial "coach",ensuring that: (1) you have a plan to achieve your specific goals; (2) the plan is implemented; and, most importantly, (3) the plan is monitored. We firmly believe that working proactively with you as your financial advisor will greatly improve your chances of making your financial goals....reality.