Stephen Roehrig

Financial Adviser

Stephen Roehrig is an experienced financial adviser who began his career in 1996. Stephen transitioned his practice to Novem Group in 2008, and specializes in wealth management, retirement & financial planning as well as insurance & risk management. Steve holds Series 7, 63, 65 and life, accident and health licenses and makes it a priority that his loyal clients get great service. After earning a Bachelor of Science from Le Moyne College in Syracuse, NY, he decided to stay close to his roots living here in Rochester with his wife Leigh and daughters Maya and Elle.  Steve has always had a desire to work in the financial services industry and pursued a degree in Finance & Economics to accomplish this. He is grateful that he can achieve his goals of providing sound financial advice and incredible customer service to his many loyal clients.

(585) 348-9517 |

Check the background of this investment professional on FINRA's BrokerCheck

Portfolio Analysis

How would you feel if your portfolio went down $20,000 over the next six months? 

Have you reviewed your investment objectives against current market conditions, interest rates and inflation?

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