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Brighton Securities
- Confidence
- Team
- Decisions
“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.”
Best Financial Advisors near Irondequoit, NY
There are no firms listed in Irondequoit itself yet; the 24 below are the closest options, from towns including Rochester (20, 4 mi), Webster (2, 4 mi) and Henrietta (1, 11 mi).
1 open 24/7 · 2 open weekends · 23 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Iconoclastic Capital Management
- 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
- 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
- Paying
- Costs
“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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Northlanding Financial Partners
- Mind
- Goals
- Idea
“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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Yaeger Treviso & Associates
- 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.”
The 24 firms listed for Irondequoit, 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: Irondequoit, NY
The 24 firms on this page are rated from 4.2 to 5.0 across 403 reviews; 2 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (83%) and quality (70%). 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. 1 shows a license on its website; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 53 years. 1 offers urgent consultations; 1 offers remote or virtual consultations and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 20 list a public email and 5 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 any financial advisers listed for Irondequoit offer a free first meeting?
3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Dejoy & Co.
“Mark and his team are the best!”
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Mirsky Financial Management Corporation
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High Falls Advisors
- Communication
- Team
- Retirement
“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
“They provided outstanding service and were very responsive to all my questions.”
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Young and Company Cpas
- Informative
- Communication
“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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Commonwealth Financial Group
- 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
“This place is awesome not joking.”
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Vespoke - Wealth Management
“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
“Excellent customer service and information for financial planning!”
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The Pitti Group Wealth Management
- Questions
- Planning
- Team
“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.”
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Monarch Wealth Management
- 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
“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
“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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Research Financial Group
“Do a great job managing client finances for long and short term goals.”
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Novem Group
“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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The Retirement Optimization Group With Cadaret Grant
“Name has changed but the service remains exceptional.”
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Fourbridges Financial Group
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Krueger Financial Group
Retirement Planning and Investment Management Services in Irondequoit, NY Cost Estimates
Minimum cost
$1026
Maximum cost
$8713
National Average
$3076
Avg Per Hour Rates
$308
$2051
$5638
Fair price range is based on 297 cost profiles
Why these companies made our list
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