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As a full service Brokerage firm we provide a large variety of service to our clients, including research and advice, retirement planning, Estate Planning, Education planning, tax tips, retirement plans, 401(k) rollovers and much more. Financial planning services is an ongoing process to help our clients make sensible decisions about their investment goals and objectives. We believe that a financial plan is integral to investment decisions. Post Resch Tallon Group also has extensive knowledge with Lifetime Income plans, Municipal Bonds, Government Bonds, Bank CD’s and Tax Free income strategies.

  • Full-Service Brokerage
  • Financial Planning
  • Income and Retirement Planning, including 401(k) Rollovers
  • Lifetime Income Plans
  • Municipal Bonds and Tax-Free Income
  • College and Education Planning
  • No-Load Mutual Funds
  • Annuities
  • REITs
  • Government Bonds
  • Bank CDs
  • Small Business Investing
  • Insurance Analysis
  • Long-Term Care Insurance
  • Life Insurance
  • Bookkeeping for Small Businesses
  • Income Tax Preparation and Planning

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Our Location


Post Resch Tallon

1163 Pittsford Victor Rd
Building #4 Suite 240
Pittsford, NY 14534

585-249-1030 Tel
800-877-4439 Toll-free