Health & Wealth Advisors

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Health & Wealth Advisors Advisory services offered through, Capital Analysts or Lincoln Investment, Registered Investment Advisers. Lincolninvestment.com. Health & Wealth Advisors Inc.

Compassionate and knowledgeable professionals helping people through every aspect of their life with Medical, Long Term Care and Life Insurance and Investment Planning. Securities offered through Lincoln Investment, Broker/Dealer Member FINRA/SIPC www. and the above firms are independent and non-affiliated. Insurance services are not offered through, or supervised by, the Lincoln Investment Companies.

10/14/2026

Medicare season is here, and I know it can come with a lot of questions.
If you’re reviewing your current plan, looking at changes for next year, or just want a second set of eyes on your options, give us a call.
Our team is here to make the process a little easier, answer your questions, and help you feel confident about what comes next.
We’re local, we’re easy to reach, and we’re always happy to sit down and talk things through.
πŸ“ž 585-349-3337
🌐 https://bit.ly/4rBMcgq

Medicare Open Enrollment is right around the corner!From October 15 through December 7, you have the opportunity to revi...
10/08/2026

Medicare Open Enrollment is right around the corner!
From October 15 through December 7, you have the opportunity to review your current Medicare health and drug coverage and make changes for the upcoming year.
Even if your current plan has worked well for you, benefits, costs, prescriptions, and healthcare needs can change from year to year. A quick review can help make sure your coverage still makes sense for you heading into 2027.
Our local agents are here to help you compare your options and answer any questions along the way.
Get in touch with our team today: https://bit.ly/4rBMcgq

πŸ“š New on Our Blog: What Should You Review Before Medicare Open Enrollment?Medicare Open Enrollment begins October 15, bu...
10/02/2026

πŸ“š New on Our Blog: What Should You Review Before Medicare Open Enrollment?
Medicare Open Enrollment begins October 15, but you don't have to wait until then to start preparing.
Before comparing plans or making changes, taking some time to review your current healthcare needs can help make the process feel more organized and less overwhelming.
Our newest educational blog covers:
βœ”οΈ Reviewing your current Medicare coverage
βœ”οΈ Checking your prescription medications
βœ”οΈ Considering your doctors and specialists
βœ”οΈ Thinking about changes in your health
βœ”οΈ Reviewing your healthcare budget
βœ”οΈ Questions to ask yourself before Open Enrollment
Even if you're happy with your current coverage, plans, costs, provider networks, and prescription drug formularies may change from year to year.
πŸ“– Read the full blog here: https://bit.ly/4xQnkDb

Medicare Open Enrollment can bring a lot of questions. You don't have to sort through everything on your own.Working wit...
10/01/2026

Medicare Open Enrollment can bring a lot of questions. You don't have to sort through everything on your own.
Working with a local Medicare agent gives you someone you can actually talk to about your needs, questions, prescriptions, preferred providers, and coverage options.
At Health & Wealth Advisors, our local agents are here to help you understand your options and make an informed decision about your Medicare coverage.
Medicare consultations are free. Give our team a call to schedule yours today.
πŸ“ž 585-349-3337
🌐 https://bit.ly/4rBMcgq

πŸ“š New on Our Blog: Medicare Advantage vs. Medicare SupplementMedicare Advantage and Medicare Supplement Insurance are of...
09/29/2026

πŸ“š New on Our Blog: Medicare Advantage vs. Medicare Supplement
Medicare Advantage and Medicare Supplement Insurance are often discussed together, but they work in very different ways.
Our newest educational blog breaks down:
βœ”οΈ How Medicare Advantage works
βœ”οΈ How Medicare Supplement works with Original Medicare
βœ”οΈ Prescription drug coverage differences
βœ”οΈ Provider networks and flexibility
βœ”οΈ Important factors to consider when comparing your options
There isn't one Medicare option that's automatically right for everyone. Understanding how these types of coverage differ can help you ask better questions and make more informed decisions based on your healthcare needs.
πŸ“– Read the full blog here: https://bit.ly/4hteXr8

Medicare Open Enrollment begins October 15. Are you prepared?Before Open Enrollment arrives, September is a good time to...
09/24/2026

Medicare Open Enrollment begins October 15. Are you prepared?
Before Open Enrollment arrives, September is a good time to start reviewing your current coverage, prescriptions, preferred healthcare providers, and any changes in your healthcare needs.
You don't have to wait until Open Enrollment begins to start getting organized. A little preparation now can help you feel more informed when it's time to review your options.

Life insurance isn't only about choosing a coverage amount. Understanding who your policy is designed to protect and wha...
09/17/2026

Life insurance isn't only about choosing a coverage amount. Understanding who your policy is designed to protect and what financial responsibilities it may need to help cover is just as important.
Consider things like:
βœ”οΈ Income your family relies on
βœ”οΈ Mortgage or other debts
βœ”οΈ Future education expenses
βœ”οΈ Final expenses
βœ”οΈ Long-term financial goals
As life changes, these needs can change too. Life Insurance Awareness Month is a great reminder to take another look at the bigger picture.

Life changes, and your insurance needs may change with them.It may be worth reviewing your life insurance after major mi...
09/10/2026

Life changes, and your insurance needs may change with them.
It may be worth reviewing your life insurance after major milestones such as:
βœ”οΈ Getting married
βœ”οΈ Welcoming a child
βœ”οΈ Buying a home
βœ”οΈ Changing jobs
βœ”οΈ Approaching retirement
Periodically reviewing your coverage can help you better understand whether it still aligns with the people, responsibilities, and goals in your life.

Happy Labor Day from Health & Wealth Advisors!Today, we celebrate the hard work and dedication of individuals throughout...
09/07/2026

Happy Labor Day from Health & Wealth Advisors!
Today, we celebrate the hard work and dedication of individuals throughout our community and beyond.
We hope you have a safe, relaxing, and enjoyable Labor Day with the people who matter most!

πŸ’™ September is Life Insurance Awareness MonthLife insurance is about more than preparing for the unexpected. It can be a...
09/04/2026

πŸ’™ September is Life Insurance Awareness Month
Life insurance is about more than preparing for the unexpected. It can be an important part of helping protect the people and financial responsibilities that matter most to you.
This month is a great opportunity to learn more about your options and consider whether your current coverage still reflects your needs and goals.
https://bit.ly/4iNJ7Yg

Address

24 West Avenue #201
Spencerport, NY
14559

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

Telephone

+15853493337

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