Best Financial Advisors in Rochester, NY

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Rochester area.

Lacy Katzen

Lacy Katzen

(25)
  • Team
  • Phone
  • Family
“Often times lawyers are portrayed as people who will do something that is unethical so we felt we really wanted someone who would do not only what was best for us, but what was morally good and sound.”
Accepts All Major Credit Cards
In Business Since 2005
Licensed, BBB Rating: A+
600 Bausch and Lomb Pl, Rochester, NY
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Iconoclastic Capital Management

Iconoclastic Capital Management

(29)
  • Questions
  • Team
  • Understand
“I strongly recommend The Haigh Financial Group to anyone looking for a dedicated and knowledgeable financial planning team that will help you achieve your financial goals.”
In Business Since 2018
17 Prince St, Rochester, NY
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Northlanding Financial Partners

Northlanding Financial Partners

(19)
Xerox Retirement Services, The FCA Process, Investment Management Service
“My wife Sandy and I have had the pleasure of working with Rob in particular, and North Landing in general, for all of our financial planning needs since North Landing's inception some years ago.”
In Business Since 2016
Transparent Fees & Pricing
90 Linden Oaks #220, Rochester, NY
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Centra Financial Group

Centra Financial Group

(1)
Investment Management Services, Financial Planning, Leave a Lasting Legacy With an Estate Plan
“It is individualized recommendations from an expert, who will present various options to reach your financial goals, and you will determine the best course as a team.”
In Business Since 1994
CFP Certified
500 Linden Oaks #301, Rochester, NY
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Bowman Personnel

Bowman Personnel

(25)
  • Work
  • Job Search
“Jeanne went above and beyond for me and made sure she stayed in touch throughout the entire hiring process from the first contact, through the interview, right until the end when I got the job.”
In Business Since 2003
919 S Winton Rd Suite 103, Rochester, NY
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Mirsky Financial Management Corporation

Mirsky Financial Management Corporation

Tax Services, Financial Planning, Estate Planning
“Mirsky Financial Management Corp. (MFMC) is a financial services firm located in Rochester, NY: established by founder and President David B. Mirsky in July 1999. The staff at MFMC is highly committed to our clients and provides exceptional guidance ...”
Accepts All Major Credit Cards
In Business Since 2005
Licensed, BBB Rating: A+
130c Linden Oaks, Rochester, NY
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Sage Rutty & Co.

Sage Rutty & Co.

(1)
Tax Planning, Pension and Profit Sharing Plans, Education Planning -College
“Click the "See Inside"" image to the right and take a Google Virtual Tour of their office space.”
Accepts All Major Credit Cards
In Business Since 1918
Licensed, BBB Rating: A+
100 Corporate Woods #300, Rochester, NY
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De Joy Knauf & Blood

De Joy Knauf & Blood

(1)
Consultation Services, Tax Services, Outsourced Accounting Services
“Mark and his team are the best!”
Family Business
In Business Since 1994
Licensed, BBB Rating: A+
280 E Broad St #300, Rochester, NY
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High Falls Advisors

High Falls Advisors

(10)
Income Tax Planning & Preparation, Financial Planning & Advice, Business Exit Planning
“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
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Young and Company Cpas

Young and Company Cpas

(13)
Life Insurance and Annuities, Advisor Services For Business Owners, Tax Strategies
“I have handled my own accounting and tax needs for most of my life, but since incorporating I made the smart move of seeking professional assistance and advice.”
In Business Since 1999
1425 Jefferson Rd, Rochester, NY
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Flaherty Salmin Cpas

Flaherty Salmin Cpas

(6)
Business Consulting & Tax Services, Affordable Housing/Community Development, Personal Accounting
“They always seem to go the extra mile as a normal practice.”
In Business Since 2014
2300 Buffalo Rd #200, Rochester, NY
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Vespoke - Wealth Management

Vespoke - Wealth Management

(5)
Retirement Planning, Comprehensive Financial Planning, Risk Management & Insurance Analysis
“I've been with them for some time, and I've never been more confident in a team's ability to provide expert advice for the full range of financial services.”
In Business Since 2015
120 Allens Creek Rd Suite 240, Rochester, NY
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Krueger Financial Group

Krueger Financial Group

Individual Retirement Account, Annuities, Long Term Care Insurance
“What is your dream for your family and, or business? Our team is dedicated to helping our clients get to where they want to be without the stress of financial roadblocks. After carefully listening to your personal situation and needs, we build a stra...”
Remote Consultations Available
In Business Since 2013
Licensed
400 Meridian Centre Blvd, Rochester, NY
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Novem Group

Novem Group

(3)
For Companies, RIA Disclosures, For Advisors
“Clients are the top priority at Novem Group, it's nice to have independent advisers working for me!”
In Business Since 2014
350 Linden Oaks #140, Rochester, NY
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Echelon Wealth Advisors

Echelon Wealth Advisors

(3)
Estate Planning, Asset Management, Retirement Planning
“Looking for Venture Capital and was successful, but took a while to find the door”
In Business Since 2015
1441 Monroe Ave, Rochester, NY
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Lifemark Securities Corporation

Lifemark Securities Corporation

(2)
Lifemark Services Agreement, Education and Training, Business Support Tools
“Paperwork is streamlined as Life Mark has utilized technology to make doing business very simple.”
In Business Since 1995
400 W Metro Park # 1, Rochester, NY
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Mengel Metzger Barr & Co

Mengel Metzger Barr & Co

(2)
Business Advisory, Tax Services, Investigations & Dispute Resolution
“My bookkeeper, accidentally overpaid and when she requested the monies back as she made an honest mistake, the partner stated, that they still owe money”
In Business Since 1980
100 Chestnut St # 1200, Rochester, NY
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Younique Credit Solutions L.l.c.

Younique Credit Solutions L.l.c.

(2)
“Their costumer service is amazing and I was able to understand my progress.”
In Business Since 2022
Free Initial Consultation
510 Clinton Square, Rochester, NY
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Innerweave Consulting

Innerweave Consulting

(8)
Profitability Consultants, Bookkeeping, Training
“In running Home and Moore Inner Weave has been integral in ensuring my property business has solid financial bookkeeping, management and tax preparation.”
In Business Since 2008
349 W Commercial St #2320, East Rochester, NY 14445
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Flower City Capital

Flower City Capital

(1)
“Tom not only took the time to guide us in the process, he was an integral part in putting together a proposal for the sale of my small business.”
In Business Since 2015
Family Business
132 Allens Creek Rd, Rochester, NY
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Cadaret Grant

Cadaret Grant

(1)
Family Service Model
“Name has changed but the service remains exceptional.”
In Business Since 2020
755 Jefferson Rd 2nd Floor, Suite 200, Rochester, NY
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Whitney & Company

Whitney & Company

(1)
Investment Management, Wealth Planning
“Always great to work with Whitney & Company!”
In Business Since 2017
959 Panorama Trail S #190, Rochester, NY
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Valiant Standard Wealth Management

Valiant Standard Wealth Management

(1)
Comprehensive Small Business Services, Retirement Planning, Xerox Employee Retirement Strategies
“I am assured of quick responses to my questions and the knowledge that my financial needs are always met at Valiant Standard Wealth.”
In Business Since 2020
21 Goodway Dr, Rochester, NY
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The Gaudino Group

The Gaudino Group

(5)
“If you're looking for excellent financial advisors I would always suggest calling Steve Sr, Stephen or Chris to setup a time to discuss your future needs.”
In Business Since 2015
780 Fetzner Rd Suite B, Rochester, NY
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Retirement Planning and Investment Management Services in Rochester, NY Cost Estimates

Minimum cost
$1219
Maximum cost
$10360
National Average
$3657
Avg Per Hour Rates
$366
$2438
$6703
Typical price range is based on 254 cost profiles
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Average Cost $3657
Minimum cost $1219
Maximum cost $10360
Avg Per Hour Rates $366

Typical range $2438 to $6703 is based on 254 cost profiles.

Why these companies made our list

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