09/08/2026
7Crest Financial Partners
A private wealth advisory practice of Ameriprise Financial Services, LLC
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09/08/2026
09/07/2026
Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.
Wishing you a relaxing and well-earned Labor Day!
09/07/2026
Today we're honored to celebrate an incredible milestone: 26 years with Sue Winter!
For more than two decades, Sue has been a welcoming presence for our clients and an invaluable member of our team. As the first face many clients see when they visit our office and often the first voice they hear when they call, Sue has a unique ability to make people feel comfortable, supported, and cared for.
Her dedication, professionalism, and commitment to creating exceptional client experiences have helped shape our firm's culture and success. We are grateful for the positive impact Sue has made over the past 26 years and for the relationships she has built with clients and colleagues alike.
Sue, thank you for your loyalty, hard work, and countless contributions to our team. Congratulations on this remarkable achievement! 👏
09/07/2026
09/06/2026
Today we're celebrating two years with Shreyansh Gangwar!
Over the past two years, Shreyansh has demonstrated an unwavering commitment to growth, continuously building his knowledge and taking on new opportunities. From joining our team to recently earning his promotion to Associate Financial Advisor, his dedication and hard work have made a meaningful impact on our firm and the clients we serve.
Shreyansh, thank you for your professionalism, positive attitude, and commitment to excellence. We’re proud of all you've accomplished and look forward to seeing what the future holds. Congratulations on this milestone!
09/04/2026
As Owen wraps up his second summer internship with our team, we'd like to thank him for all of his hard work and contributions throughout the last couple of months.
It has been a pleasure having Owen back in the office and watching him continue to grow and gain valuable experience. We appreciate his enthusiasm, dedication, and willingness to take on new challenges.
As he heads back to Brighton High School for his senior year, we wish him the very best in the year ahead and look forward to seeing all that he accomplishes. Good luck, Owen, and thank you for another great summer!
09/02/2026
When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.
Stepping away from your business is one of the biggest moves you’ll make. We can help you build a strategic business transition plan, without leaving legacy or value behind.
08/28/2026
Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message us to learn more.
08/27/2026
Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.
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Telephone
Address
2024 W Henrietta Road, Ste 5k
Rochester, NY
14623
Opening Hours
| Monday | 8am - 4:30pm |
| Tuesday | 8am - 4:30pm |
| Wednesday | 9am - 4:30pm |
| Thursday | 8am - 4:30pm |
| Friday | 8am - 4pm |