Beltz Ianni & Associates, LLC is focused on helping people prepare for and maintain a successful retirement. Like a Retirement Caddy™ we are always ready with the guidance and tools they need to achieve success. We define a successful retirement simply as one where our clients can retire with confidence. In addition to retirement, insurance planning and investment planning for individual clients, we help manage the wealth and health concerns of employees at the companies we serve through our retirement plan, group benefit and health care business services.

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We're located at...

280 Kenneth Drive Suite 110
Rochester, NY 14623

Plan For tomorrow. Enjoy today.
Think of us as your Retirement Caddy.™

You're in charge. It's your success that's important. But we're here to survey the landscape with you. We have the experience to quantify the challenges, the hazards and the needed actions. And we will always recommend the most effective tools and support you as you move forward.

We're here for you and your family

We help individuals enjoy greater peace of mind, every day. Our clients can make life decisions more confidently. They always know they are working toward a successful retirement with guidance from experienced financial professionals.

Planning for retirement success

Retirement Income Optimization is an innovative process for designing a plan to help meet you and your family's needs throughout your retirement.

Customizing investment plans

Our investment management team employs several cost effective and successful money managers to meet your unique and personal goals.

Protecting your family and your future

A life insurance audit provides a detailed review of your current situation to ensure your coverage matches your needs.

We're here to support your business

We help businesses provide highly attractive benefits programs that provide for employees today and help them achieve successful retirement.

Creating more successful and attractive retirement plans

Group retirement plans play a pivotal role in attracting and retaining top talent.

Getting more value from your health plans

As a group health plan broker, we and our dedicated affiliates provide a complete range of value-added services to you and your employees.

Providing affordable insurance coverage

A well-designed group insurance program is a win/win for you and your employees.
Securities and investment advisory services offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC. Beltz Ianni & Cadaret Grant are separate entities. Securities licensed in NY.