Conlon & Company, Certified Public Accountants
“Always looking out for their clients.”
Best Financial Advisors near Greece, NY
There are no firms listed in Greece itself yet; the 15 below are the closest options, from Rochester (14, 7 mi) and Webster (1, 11 mi).
1 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Brighton Securities
“I couldn't recommend this team more for retirement planning, investment services and college savings for this little one and her sister!”
Iconoclastic Capital Management
“I was recommended to Iconoclastic Capital by a friend and the experience of working with their team has been excellent!”
O'Keefe Stevens Advisory
“They have walked me through many financial decisions and I feel confident knowing my financial future is in good hands.”
Yaeger Treviso & Associates
“Mr Treviso himself answered all the questions I had in very nice and personable manner.”
Dejoy & Co.
“Mark and his team are the best!”
The 15 firms listed for Greece, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Greece, NY
The 15 firms on this page are rated from 4.3 to 5.0 across 408 reviews; 2 have 50 or more reviews and 13 are rated 4.5 or higher. 1 is open on weekends. 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers remote or virtual consultations. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 11 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Greece take financial planning bookings online?
3 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Monarch Wealth Management
“Always with care, understanding, compassion, knowledge and there when I need them.”
High Falls Advisors
“Ken Burke is extremely knowledgeable, pays attention to detail and the specific needs of his client.”
Invessent
“Are the absolute Best, Very professional, very informative, very friendly.”
Flaherty Salmin Cpas
“They always seem to go the extra mile as a normal practice.”
Vespoke - Wealth Management
“Their advice is easy to understand, which makes me feel better about investment strategies.”
The Gaudino Group
“As a young individual in the beginning of my career I couldn't imagine going anywhere else for my investments.”
Priem Financial Group
“We are very happy with her care of our finances.”
Research Financial Group
“Do a great job managing client finances for long and short term goals.”
Howe & Rusling Wealth Management
“In the past three years he has grown my dividends substantially.”
Why these companies made our list
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