Business Details
50+ Years
experience
Your Trusted Partner for Financial Planning & Wealth Management
Brighton Securities has been a trusted partner in financial services since 1969, dedicated to guiding individuals, families, and businesses through wealth accumulation, management, and financial security. Our team of experienced professionals prioritizes personalized strategies tailored to each client's unique goals, whether planning for retirement, managing estates, or navigating corporate financial needs. We combine decades of industry expertise with a client-first philosophy, ensuring every decision aligns with our clients' long-term aspirations. Our commitment extends beyond transactionswe build lasting relationships by acting as confidants, advisors, and advocates for our clients' financial success. With offices in Rochester, Batavia, and Lockport, we serve clients across Western New York and beyond, offering comprehensive services including financial planning, insurance advisory, tax strategies, and corporate solutions.Our approach integrates market expertise with active listening, ensuring clients receive unbiased advice and customized plans. We emphasize transparency, education, and proactive planning to empower clients to make informed decisions. As an independent firm, we collaborate with top-rated providers to deliver competitive solutions that adapt to evolving needs. Our legacy of trust is built on consistent advocacy, ethical practices, and a relentless focus on client satisfaction. Whether you're starting your financial journey or preparing for retirement, Brighton Securities is here to help you achieve your goals with confidence.
Services
Financial Planning
Retirement Planning
Estate Planning
Insurance Advisory
Corporate Services
Details
- Year established: 1969
Highlights and features
- We offer over 50 years of combined experience in financial planning and wealth management.
- Our advisors prioritize personalized strategies tailored to each client's unique goals.
- We provide comprehensive services including retirement, estate, and tax planning.
- Our team collaborates with top-rated insurance and financial service providers.
- We maintain a client-first philosophy with transparent, ethical advisory practices.
Services
Financial Planning
Brighton Securities offers comprehensive financial planning to help clients achieve short- and long-term goals. Our advisors create personalized strategies for retirement, education funding, and wealth preservation. We integrate tax-efficient solutions and risk management to ensure financial stability across life stages.
Retirement Planning
Our retirement planning services focus on building sustainable income streams through portfolio management and tax-advantaged accounts. Advisors help clients optimize Social Security benefits, manage 401(k) rollovers, and develop withdrawal strategies to maintain lifestyle goals during retirement.
Estate Planning
Estate planning ensures your assets transfer according to your wishes while minimizing tax burdens. Brighton Securities collaborates with legal professionals to create wills, trusts, and asset protection plans tailored to individual family needs and financial objectives.
Insurance Advisory
We provide insurance advisory services to protect clients against financial risks through life, disability, and long-term care policies. Our independent status allows access to multiple providers, ensuring coverage that aligns with each client's specific protection needs and budget.
Corporate Services
Corporate services include tax planning, qualified retirement plans, and cash management solutions for businesses. Our advisors help companies develop employee benefit programs, optimize tax strategies, and implement financial frameworks that support growth and operational efficiency.
People
Tim Fenity
Financial Advisor
With 30+ years in finance, Tim Fenity specializes in dividend-paying stocks and undervalued companies. He focuses on delivering value-driven solutions while maintaining long-term client relationships through transparent advisory practices.
Joseph O'Hare
Financial Advisor
Joseph O'Hare provides personalized financial planning by understanding client-specific goals. He emphasizes tailored advice for wealth accumulation and retirement strategies, ensuring solutions align with individual financial situations and aspirations.
Robert Kravetz
Senior Vice President - Financial Advisor
Robert Kravetz specializes in retirement income and estate planning. As a Presidents Circle member, he offers personalized advice to help clients achieve financial security through comprehensive wealth management strategies.
Jacob Chen
Financial Advisor
Jacob Chen focuses on personalized portfolio management and financial planning. He develops client-specific strategies by understanding unique circumstances, ensuring effective wealth management solutions that adapt to evolving financial goals and market conditions.
Victoria Tabor
Financial Advisor
Victoria Tabor uses a systematic approach to wealth management, emphasizing long-term market participation over timing. She creates customized financial plans that address clients' unique situations and retirement objectives through disciplined investment strategies.
Questions
What financial services does Brighton Securities offer?
We provide financial planning, retirement strategies, estate planning, insurance advisory, and corporate financial services tailored to individual and business client needs.
How does Brighton Securities personalize financial plans?
Our advisors conduct detailed assessments of each client's financial situation, goals, and risk tolerance to create customized strategies that evolve with changing life circumstances.
How can I schedule a consultation?
Contact our Rochester office at 585.473.3590, Batavia at 585.344.1850, or Lockport at 716.304.2102 to arrange a complimentary financial consultation with an advisor.
Do you serve clients outside Western New York?
While we have local offices in Rochester, Batavia, and Lockport, our services extend to clients across the United States through in-person, virtual, and phone consultations.
What makes Brighton Securities different from other firms?
Our client-first philosophy combines decades of experience with personalized service, offering independent advisory solutions that integrate financial planning, tax strategies, and wealth management expertise.
How do you handle investment management?
We develop customized portfolio strategies based on individual goals and risk profiles, using diversified investment approaches that balance growth potential with capital preservation.
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