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Lacy Katzen

(45)

Dog Bites, Municipal, Personal Injury

“Attorney John Wells of Lacy Katzen LLP was willing to set aside a chunk of his time on the same day I called and extended his extensive knowledge during a phone consultation.”

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Brighton Securities

(47)

Tax Planning & Preparation, Estate Planning, Personal Savings Strategy

“I knew my husband and I could use some financial counsel, but I was hesitant in approaching Brighton Securities because I thought they were for people with more established wealth.”

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Iconoclastic Capital Management

(41)

Understand
Team
Retirement

“The aspect about Chris and his team that I've enjoyed working with over the past 6 years is that they are transparent, and will never back down from the tough questions.”

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Bowman Personnel

(32)

Work
Interview
Job Search

“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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Conlon & Company, Certified Public Accountants

(7)

Bookkeeping, Accounting, Tax, & Consulting Services, Multistate Tax

“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

(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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Centra Financial Group

(1)

Leave a Lasting Legacy With an Estate Plan, Financial Planning, Do More With Your Money With Charitable Planning

“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.”

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Dejoy & Co.

(1)

“Mark and his team are the best!”

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Consumer Credit Counseling Service of Rochester

(16)

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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Sage Rutty & Co.

(1)

Risk Analysis and Insurance Review, Education Planning -College, Roths and Rollovers

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

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Yaeger Treviso & Associates

(27)

Taxes
Team
Professional

“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

“With more than twenty years of wealth management and financial planning experience, Rodney is passionate about developing new client relationships. Prior to joining Mercer Advisors, Rodney was a Market Director for JP Morgan Chase where he led a team...”

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Gray Locey CPA

(3)

Services For Quickbooks, Services For Individuals, Tax Relief

“Wether you need help with a difficult tax situation or just want to learn how to better understand/maximize your taxes, he can definitely help you out!”

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High Falls Advisors

(13)

Financial Planning & Advice, Business Exit Planning, 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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Heritage Financial Services

(1)

“Excellent results,always have been great with communication and keeping client as involved and informed.”

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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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Commonwealth Financial Group

(18)

Retirement
Market
Meetings

“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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Stokes, Visca, Hucko & Barone, Cpas

(2)

Sectors & Specialties, Audit and Assurance Services, Quickbooks

“I've been going to them for about 5 years and it's always been easy and a pleasure.”

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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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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.”

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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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Monarch Wealth Management

(6)

Knowledge
Advisor

“Always with care, understanding, compassion, knowledge and there when I need them.”

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Lifemark Securities Corporation

(2)

Education and Training, Business Support Tools, Lifemark Services Agreement

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

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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.

Lacy Katzen

Brighton Securities

Iconoclastic Capital Management

Bowman Personnel

Conlon & Company, Certified Public Accountants

Northlanding Financial Partners

Centra Financial Group

Dejoy & Co.

Consumer Credit Counseling Service of Rochester

Sage Rutty & Co.

Yaeger Treviso & Associates

Mirsky Financial Management Corporation

Gray Locey CPA

High Falls Advisors

Heritage Financial Services

Young and Company Cpas

Commonwealth Financial Group

Flaherty Salmin Cpas

Stokes, Visca, Hucko & Barone, Cpas

Vespoke - Wealth Management

The Pitti Group Wealth Management

Fiduciary First Advising, Fee-Only Retirement Planner

Monarch Wealth Management

Lifemark Securities Corporation

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