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Roger R
ChFC®, Series 63, Series 65
Rochester, NY
SAR Services, Inc.
Roger Ramsay is a financial advisor at SAR Services, Inc. in Rochester, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 39 years at Compensation Planning Corp of Rochester, Inc., and 11 years with SAR Services. SAR Services, Inc. provides investment advisory and retirement consulting services primarily to ERISA-qualified retirement plans, employers with SIMPLE and SEP arrangements, and individual retirement accounts. The firm employs a disciplined, long-term buy-and-hold investment approach focused on asset allocation and diversification using low-cost institutional mutual funds and manages multiple risk-based portfolios guided by specific fund evaluation metrics.
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