Best Financial Advisors in Greece, NY

“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.”

“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.”

“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.”

“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.”

“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 ...”

“Click the "See Inside"" image to the right and take a Google Virtual Tour of their office space.”

“I have used Yaeger, Treviso & Associates for well over a decade for both my business and personal taxes and I can not speak highly enough about the level of service, professionalism and communication that this firm has offered over those years.”

“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.”

“They are continuously reviewing our portfolios and making adjustments to respond to the market, looking for strategies and opportunities to maximize return and manage risk.”

“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.”

“They always seem to go the extra mile as a normal practice.”

“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.”

“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...”

“Looking for Venture Capital and was successful, but took a while to find the door”

“Clients are the top priority at Novem Group, it's nice to have independent advisers working for me!”

“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 running Home and Moore Inner Weave has been integral in ensuring my property business has solid financial bookkeeping, management and tax preparation.”

“Paperwork is streamlined as Life Mark has utilized technology to make doing business very simple.”

“I am assured of quick responses to my questions and the knowledge that my financial needs are always met at Valiant Standard Wealth.”

“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.”

“Always great to work with Whitney & Company!”