Post Resch Tallon Group
Overview
Post Resch Tallon Group is an independent, full-service investment firm based in Pittsford, New York. The firm offers a wide range of financial and investment services, including financial planning, retirement planning, estate planning, education planning, tax strategies, and 401(k) rollovers. Their team of advisors delivers customized investment solutions to both individual investors and companies, assisting clients in reaching their financial goals through personal financial planning and tailored investment strategies. As an SEC Registered Investment Advisor, Post Resch Tallon Group provides services such as lifetime income plans, municipal bonds, government bonds, bank CDs, and tax-free income strategies. They also offer access to no-load mutual funds, annuities, real estate investment trusts (REITs), and small business investing options like SEPs, Simple IRAs, and 401(k) plans. The firm emphasizes a client-first approach, aiming to help individuals and businesses achieve their desired financial outcomes. The firm's commitment to asset protection is evident through its partnerships with reputable custodians like Charles Schwab & Co., Inc. and Pershing LLC, members of FINRA, NYSE, and SIPC. These partnerships ensure that clients' assets are safeguarded up to $500,000, including $250,000 for claims for cash. Additionally, Post Resch Tallon Group provides comprehensive insurance analysis, including long-term care insurance and life insurance, to address clients' diverse financial needs.
Reach Post Resch Tallon Group directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Post Resch Tallon Group
What sectors does Post Resch Tallon Group invest in?
Post Resch Tallon Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Pittsford, United States. Post Resch Tallon Group is listed as a private investment firm in the ConnectSafely investor database.
What stage does Post Resch Tallon Group invest at?
Post Resch Tallon Group backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Post Resch Tallon Group invest in?
Post Resch Tallon Group invests across United States.
Who are the partners at Post Resch Tallon Group?
Team members listed for Post Resch Tallon Group include John Post (Co-Founder/President) and David Resch (Co-Founder).
How do I contact Post Resch Tallon Group?
Post Resch Tallon Group's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
