Name: Bouchard Financial Group
Address: Pittsford, NY 14534, Pittsford, NY, 14534
Telephone: 585-586-1002

Bouchard Financial Group provides financial planning and wealth management services to individuals and families in the Pittsford area. As a local, community-based practice, Bouchard Financial offers the kind of personalized relationship that larger institutions typically can'''t. For Pittsford residents looking for financial guidance on retirement planning, investment management, insurance, or wealth transfer, a local advisor who knows the community is often the right starting point.

Overview

Bouchard Financial Group is a family-owned financial planning practice located at 20 North Main Street in the Village of Pittsford, NY. The firm has operated for nearly four decades, with founder Louis Bouchard beginning his career as a registered financial advisor in 1985. Two of his children — Brett and Emma Bouchard — have since joined the practice, making it a multi-generational operation. Bouchard Financial Group works through the Wells Fargo Advisors Financial Network, functioning as an independent advisory practice rather than a branch office tied to proprietary products.

What They Offer

The firm provides a range of financial planning and wealth management services for individuals, families, and business owners. Their areas of focus include:

Retirement planning and income strategies
Investment management
Tax-aware investing
Estate and wealth transfer planning
College savings plans
Multi-generational wealth planning
Risk assessment and tolerance alignment

Brett Bouchard holds the Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC) designations, with a dual degree in finance and accounting from Rochester Institute of Technology. Louis Bouchard brings over 40 years of experience in investment planning. The firm is licensed to serve clients in New York and roughly a dozen other states.

Known For

Bouchard Financial Group is a true family business — founded by Lou Bouchard and now staffed by two of his four children. That continuity shapes the firm's emphasis on long-term client relationships rather than transactional advising. Their independent structure within the Wells Fargo Financial Network means the team can select from a broad range of investment products without being limited to a single company's offerings. The practice has built its client base over nearly 40 years in the same Pittsford community.

Location & Neighborhood

The office sits at 20 North Main Street in the heart of Pittsford Village, steps from the historic Erie Canal corridor and the Four Corners intersection where Main Street meets State Street. This stretch of North Main is walkable from the canal trail, local shops, and restaurants that line the village center. Street parking is available along Main Street, with additional village lots nearby. Pittsford Village is a compact, pedestrian-friendly area roughly 10 miles southeast of downtown Rochester.