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Brighton Securities

(47)

Tax Planning & Preparation, Estate Planning, Personal Savings Strategy

“The staff at Brighton Securities is composed of highly respected professionals who always take the time to interact with their clients and provide answers in a timely manner.”

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Iconoclastic Capital Management

(44)

Understand
Team
Investment Management

“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.”

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TD Smith TAX

(34)

Tax Returns
Questions
Documents

“Our own accountant, that we used for 10 years, wasn't able to even see us (we were looking to for a new one anyway) We reached out to a bunch of different firms locally, but not a single one could do our taxes, only file for an extension”

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Conlon & Company, Certified Public Accountants

(14)

Broker Services, Bookkeeping, Accounting, Tax, & Consulting Services

“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.”

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Bowman Personnel

(32)

Call
Work
People

“Her professionalism, promptness, advice and kindness was genuine and effective in getting me through a lengthy process which was fruitful in the end, just as she told me it would be.”

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Northlanding Financial Partners

(19)

The FCA Process, Xerox Retirement Services, Investment Management Service

“Through regular review meetings they continue to check on our evolving needs and have helped us with other financial issues (insurance, social security, etc.”

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Dejoy & Co.

(1)

“Mark and his team are the best!”

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Yaeger Treviso & Associates

(27)

Taxes
Office
Team

“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.”

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Mirsky Financial Management Corporation

Tax Services, Wealth Management

“Bernie's approach to financial planning is driven by his experiences as an estate planning attorney. As a result of his experience in taxation, Bernie is skilled at identifying critical issues affecting client's tax and financial planning. Bernie rec...”

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Gray Locey CPA

(4)

Services For Quickbooks, Services For Individuals, Tax Relief

“Everything is communicated to me electronically to sign, I do so and the very next morning I receive emails both from the state and the IRS, saying that they've received my filings.”

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High Falls Advisors

(13)

Financial Planning & Advice, Business Services, Income Tax Planning & Preparation

“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.”

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Stokes, Visca, Hucko & Barone, Cpas

(7)

Sectors & Specialties, Audit and Assurance Services, Corporate Transparency Act Service

“They provided outstanding service and were very responsive to all my questions.”

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Young and Company Cpas

(15)

Advisor Services For Business Owners, Tax Strategies, Life Insurance and Annuities

“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.”

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Consumer Credit Counseling Service of Rochester

(15)

Debt Management Program, Bankruptcy Counseling, Housing Counseling

“I was in a situation which I was unsure if it would be in their area of expertise and reached out as no one else was giving solid suggestions to resolve my issues and move forward; Danielle listened carefully, chatted with other associates and came b...”

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Commonwealth Financial Group

(19)

Retirement
Meetings
Market

“Chuck La Rocco helped us transition from work life to retirement "without a hitch" and we have been not only comfortable with the management of our portfolio but also extremely satisfied with the counsel, guidance, and results we have received.”

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Flaherty Salmin Cpas

(6)

Affordable Housing/Community Development, Personal Accounting, Business Consulting & Tax Services

“This place is awesome not joking.”

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Vespoke - Wealth Management

(5)

Risk Management & Insurance Analysis, Comprehensive Financial Planning, Education Planning

“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.”

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Oakwood Financial Services

(4)

“Excellent customer service and information for financial planning!”

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The Pitti Group Wealth Management

(9)

Retirement Plan, Individuals, Employer Sponsored Plans

“He is guiding us through a process we are not very knowledgeable about and we trust him, which is important when it comes to money matters; we know that he our best interest in mind when talking with us.”

Featured

Kick-Start Your Year: Top Financial Resolutions for 2024 It’s a new year! That means it’s time for a fresh look at your financial goals and strategies. In the finance world, success hinges on goal setting and meticulous investment strategies that align with those goals. But on a personal level, we often approach the new year with less precise expectations. The purpose of this article is to help you combine the precision of the finance world with your personal financial goals. Here are our suggested steps for making that happen.

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Monarch Wealth Management

(7)

Knowledge
Partnership
Advisor

“The team at Monarch Wealth Management has been critical for planning our business and personal success.”

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Priem Financial Group

(2)

Retirement Planning, Overview, Taxation

“Priem Financial Group has always been easy to work with and has provided us with very sound financial planning for many years.”

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Fiduciary First Advising, Fee-Only Retirement Planner

(2)

“He looks out for what's best for you and makes you feel taken care of by the way he communicates his projects, solutions, and ideas.”

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Park Central Tax Services

(1)

“I would recommend him to my friends.”

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Novem Group

(1)

RIA Disclosures, For Advisors, For Companies

“There is a woman named rebecca Allen here that helped me for 10 min and got my problem solved that took another company a month and 1/2 to do.”

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Average Cost	$3076
Minimum cost	$1026
Maximum cost	$8713
Avg Per Hour Rates	$308

Best Financial Advisors in Irondequoit, NY

The highest-rated Financial Planning & Wealth Management companies out of 200 vetted & reviewed in the Irondequoit area.

Brighton Securities

Iconoclastic Capital Management

TD Smith TAX

Conlon & Company, Certified Public Accountants

Bowman Personnel

Northlanding Financial Partners

Dejoy & Co.

Yaeger Treviso & Associates

Mirsky Financial Management Corporation

Gray Locey CPA

High Falls Advisors

Stokes, Visca, Hucko & Barone, Cpas

Young and Company Cpas

Consumer Credit Counseling Service of Rochester

Commonwealth Financial Group

Flaherty Salmin Cpas

Vespoke - Wealth Management

Oakwood Financial Services

The Pitti Group Wealth Management

Monarch Wealth Management

Priem Financial Group

Fiduciary First Advising, Fee-Only Retirement Planner

Park Central Tax Services

Novem Group

Retirement Planning and Investment Management Services in Irondequoit, NY Cost Estimates

Why these companies made our list

Wealth Management Advisors near Irondequoit

Popular in Irondequoit