Best Financial Advisors in Irondequoit, 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.”

“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.”

“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.”

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

“Mark and his team are the best!”

“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.”

“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...”

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

“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.”

“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.”

“This place is awesome not joking.”

“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.”

“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.”

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

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

“I would recommend him to my friends.”

“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.”