I (Bill) grew up in the Rochester area (Webster). I went to school, through high school, in Webster.

My father still lives in Pittsford. I still have a few old friends who live in the area.  I return regularly each year to visit my father, see some friends and meet with clients.

Sylvia (Bill’s mother) started AIO Financial in Rochester in the 1980’s. AIO Financial still works with a few clients who have been with us since that time. However, most of our clients in the Rochester area are new.


Rochester, NY

AIO Financial has an office located in Rochester, New York

140-A Metro Park
Rochester, NY 14623

(585) 382-8377


We are at our Rochester office at least 4 times per year (more often when needed). You can schedule a free upfront phone meeting with us at: https://go.oncehub.com/aioconsultation


We can meet in person when we are in Rochester and virtually at any time.


My (Bill’s) family (on my father’s side) meet annually in Adirondack Park to camp and hang out together. I love the lakes, rivers and the green. I usually limit my winter visits to the area.

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