Irondequoit, NY

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Best Financial Advisors in Irondequoit, NY

The highest-rated Financial Planning & Wealth Management firms out of 239 vetted & reviewed in the Irondequoit area.

Heritage Financial Services

Heritage Financial Services

(1)
“Excellent results,always have been great with communication and keeping client as involved and informed.”
Licensed, BBB Rating: A+
Average Price Tag
In Business Since 1980
Serving Irondequoit Area
i
Cudlipp Financial Services

Cudlipp Financial Services

(5)
“The numbers never lie, an you have to do your part to see gains, it's that easy.”
In Business Since 2011
Serving Irondequoit Area
i
Focal Point Wealth Management

Focal Point Wealth Management

(4)
“They got to know me as a human being so they knew what my aspirations and goals were and how they could translate that into investing and saving for my retirement.”
In Business Since 2015
Serving Irondequoit Area
i
Resource Financial Services

Resource Financial Services

(4)
  • IRA
“He provides well-researched yet easily digestible advice and maintains a thoughtful balance between the current environment and his longer-term perspective.”
In Business Since 2008
Serving Irondequoit Area
i
Dream Mutual

Dream Mutual

(2)
“I didn't know anything about investing prior to discussing my future plans with Louis, and he was able to break down all of the details so I can fully understand my securities.”
In Business Since 2015
Serving Irondequoit Area
i
Laurie Turney, Financial Advisor

Laurie Turney, Financial Advisor

(2)
“So excited to work with my clients!”
In Business Since 2014
Serving Irondequoit Area
i
Montage Wealth Management

Montage Wealth Management

(2)
“Mark is a very relatable advisor who thinks outside-of-the-box and cuts straight honesty.”
In Business Since 2014
Serving Irondequoit Area
i
Transparent Wealth Consulting

Transparent Wealth Consulting

(3)
Employer Sponsored Plans, Retirement Planning, Risk Management
“She also cares about her customers more than I believe any corporation could, which makes working with her an easy decision.”
In Business Since 1981
Serving Irondequoit Area
i
La Fountain Financial Services

La Fountain Financial Services

(1)
“Chris has been my advisor for over 15 years and he has been great to work with and he makes me money.”
In Business Since 2018
Serving Irondequoit Area
i
Prosperity Advisory Group

Prosperity Advisory Group

(4)
  • Investments
“) and enthusiastically recommend them to anyone looking for financial management and advisory services -- no matter how large or small your portfolio may currently be.”
In Business Since 2020
Serving Irondequoit Area
i
Cadaret Grant

Cadaret Grant

(1)
Family Service Model
“Name has changed but the service remains exceptional.”
In Business Since 2020
140 Metro Park #18, Rochester, NY
i
Brighton Securities

Brighton Securities

(20)
Estate Planning, Insurance, Corporate Services
“I was definitely pleased with the initial evaluation of my existing portfolio, and believe that the recent temporary losses due to COVID were less than those experienced in the market at large.”
Licensed, BBB Rating: A+
In Business Since 1969
1703 Monroe Ave, Rochester, NY
i
High Falls Advisors

High Falls Advisors

(9)
Portfolio Management, Income Tax Planning & Preparation, Financial Planning & Advice
“We have been High Falls Advisors clients for the past 14+ years and have always found them to be very expert at guiding us through our financial needs as situations change through retirement.”
In Business Since 2003
180 S Clinton Ave #300, Rochester, NY
i
Conlon & Company, Certified Public Accountants

Conlon & Company, Certified Public Accountants

(7)
Identity Theft, Multistate Tax, Bookkeeping
“If you are looking for an accountant and an accounting firm that always has your best interests at heart and treats you like a person and not just another set of numbers, then look no further than Kevin Conlon at Conlon & Company.”
Accepts All Major Credit Cards
Remote Consultations Available
In Business Since 2000
1635 Brooks Ave, Rochester, NY
i

Retirement Planning and Investment Management Services Estimated Cost in Irondequoit, NY 2022

Minimum cost
$1090
Maximum cost
$9265
National Average
$3271
Avg Per Hour Rates
$327
$2180
$5995
Fair price range based on 160 cost profiles
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Average Cost $3271
Minimum cost $1090
Maximum cost $9265
Avg Per Hour Rates $327

Average range $2180 to $5995 is based on 160 cost profiles.

Why these companies made our list

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